How to Manage Estimates in Billed

The More Actions Menu
Edit an Estimate

In Billed, you manage a saved estimate from its More Actions button: send it by email, share it by link, mark it as sent, convert it to an invoice, duplicate, preview, print, download it as a PDF or delete it. The Edit button beside it lets you change the estimate. Once a client accepts an estimate, Billed's invoice software page says you can "convert an approved estimate into an invoice."

Billed publishes this page. The steps and button names are quoted from Billed's help center articles How do I Manage my Estimates?, How to Convert Estimates into Invoices? (both updated April 27, 2026) and How do I Create an Estimate? (updated April 26, 2026), and from Billed's estimating software page, all opened on October 30, 2026. To create an estimate first, see how do I create an estimate.

The More Actions Menu

Billed's help center says to open an estimate and click the More Actions button "at the top-right corner." The options it lists are:

Send by Email: sends the estimate "to your clients or anyone else."
Share via Link: copies the estimate's link. "If you don't want to send an estimate through email, you can send this link to share the estimate."
Mark As Sent: "You can mark the estimate as sent to change the status of an estimate."
Convert to Invoice: "You can convert an estimate into an invoice to pursue your business transactions."
Duplicate: "If you want to edit the estimate but keep the original one saved, you can make a duplicate estimate."
Preview: "This option will show you how the estimate will look when viewed by your client or someone else."
Print: "You can print the estimate for business use."
Download PDF: "This option allows you to download the estimate as a PDF file."
Delete: "You can delete an estimate if you don't need it anymore in your business record."

Edit an Estimate

Click the Edit button beside More Actions. The help center says: "This option will let you modify and save the modified version of your estimate." Then click Update to save the changes. Billed's help center notes that "the status of the estimate will remain the same."

To keep the version a client has already seen, duplicate the estimate and edit the copy. For handling a client's change requests, see how to handle estimate revisions.

Keep Track of Where Each Estimate Stands

Billed's help center describes these points in an estimate's life:

When you save it: "The estimate will be immediately saved in drafts."
When you share it: "The estimate's status changes as soon as you share the estimate with someone." You can also use Mark As Sent.
When someone views it: "You will be notified as soon as someone views an estimate through a public link or email."
When a client accepts it: "You will be notified whenever a client accepts an estimate. The particular estimate will be marked as accepted."

Billed's estimating software page says clients can "approve or reject the estimates you send via link," and lists Estimate History: "See complete history of an estimate from the moment it is created." The help center says estimates "can be sorted by estimate numbers, clients, date, amount due, and a total estimate."

If a client hasn't answered, see how to follow up on estimates.

Convert an Accepted Estimate to an Invoice

The help center article on converting estimates gives these steps:

Open the estimate and click the More Actions button.
Select Convert to Invoice. "It will take you to the invoice format."
"You can add and edit any information here."
Click the Save button "at the bottom to save it as an invoice."

The new invoice is then in the Invoices section. Billed's features page says: "Convert your estimate to invoice with a single click after getting approval from your client." On a phone, its mobile app page says you can "turn an accepted estimate into an invoice with one tap". To take payment on it, see Billed's online payments page, and for invoice layouts, its invoice templates.

Export Your Estimates

Billed's estimating software page lists Export Estimates: "Export your estimates to csv,excel or pdf files for external use." Each estimate can also be downloaded as a PDF from More Actions.

Sample: Reviewing Open Estimates

The business and figures here are a sample, invented for this example. At the end of the month, a contractor sorts the estimates by amount and lists where each one stands:

EST4: $1,900.00, accepted
EST5: $2,400.00, sent
EST6: $650.00, sent
EST7: $3,100.00, accepted
EST8: $800.00, still in drafts

Accepted, ready to convert: $1,900.00 + $3,100.00 = $5,000.00

Sent, awaiting a reply: $2,400.00 + $650.00 = $3,050.00

Not yet sent: $800.00

Check: $5,000.00 + $3,050.00 + $800.00 = $8,850.00, the total of the five estimates ($1,900.00 + $2,400.00 + $650.00 + $3,100.00 + $800.00 = $8,850.00).

The contractor converts EST4 and EST7 to invoices, follows up on EST5 and EST6, and finishes and sends EST8.

Frequently Asked Questions

How do I send an estimate in Billed?

Open the estimate, click More Actions and choose Send by Email, or choose Share via Link to copy a link you can send another way. Billed's help center says you're notified when someone views it.

Can I copy an estimate?

Yes. Billed's help center says: "If you want to edit the estimate but keep the original one saved, you can make a duplicate estimate."

How do I turn an estimate into an invoice?

Open the estimate, click More Actions and select Convert to Invoice. Billed's help center says you can add and edit information, then save it as an invoice, which you'll find in the Invoices section.

Can I export my estimates?

Yes. Billed's estimating software page lists exporting estimates as CSV, Excel or PDF files, and each estimate can also be downloaded as a PDF.

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