Question 1

What is an estimate in LEDGERS?

Accepted Answer

An estimate (also called a quotation) is a formal document you send to a client outlining the price, terms, and scope of your goods or services before billing. With LEDGERS, you can create VAT-compliant, professional estimates in minutes. The estimate includes item details, quantities, rates, applicable VAT, and totals all generated automatically with your branding.

Question 2

Can I convert an estimate into an invoice?

Accepted Answer

Yes. Once your client accepts the estimate, you can convert it into an invoice with one click. No need to re-enter any data. Customer details, line items, tax values, and totals are carried forward automatically. This avoids duplicate data entry and reduces billing errors significantly.

Question 3

Are estimates VAT-compliant in the UAE?

Accepted Answer

Yes. LEDGERS estimates follow UAE FTA guidelines and automatically apply the correct VAT rates based on your settings, customer location, and product/service category. This includes standard 5% VAT, zero-rated supplies, exempt supplies, and reverse charge mechanisms.

Question 4

Can I include a payment link in an estimate?

Accepted Answer

Absolutely. You can attach payment links from UAE-supported gateways like Telr, PayTabs, or Network International to estimates. This allows customers to pay instantly once they accept. Embedding payment collection paths speeds up the transition from quote approval to cash collection.

Question 5

Will I be notified when a client views or accepts an estimate?

Accepted Answer

Yes. LEDGERS tracks estimate status and sends you real-time updates when a client views, accepts, or takes action on your quote. You can monitor stages like Draft, Sent, Viewed, Accepted, and Rejected from one dashboard to plan follow-ups based on actual activity.

Question 6

Can I customize the estimate template?

Accepted Answer

Yes. You can customize the branding, terms, notes, and format of your estimates to align with your business needs. Add your company logo, adjust color schemes, include custom terms and conditions, and create templates that reflect your professional identity.

Question 7

Is multi-currency supported in estimates?

Accepted Answer

Yes. You can issue estimates in over 150+ currencies, with automatic AED conversion and the ability to set custom exchange rates. This is perfect for cross-border deals and international clients operating in the UAE market.

Question 8

Can I add discounts and taxes to estimates?

Accepted Answer

Of course. LEDGERS lets you apply line-level or total discounts, along with inclusive or exclusive VAT, to create fully accurate and professional quotes. You can also configure different tax treatments per line item for complex pricing structures.

Question 9

Can I access and send estimates from mobile?

Accepted Answer

Yes. LEDGERS works across web and mobile platforms, allowing you to create, edit, and send estimates anytime, anywhere. The interface is optimized for quick edits and customer-facing actions on the go, enabling faster sales turnaround.

Question 10

Will estimates sync with my accounting and receivables?

Accepted Answer

Yes. Once an estimate is converted into an invoice and paid, the data flows automatically into your ledgers, receivables, and financial reports. Everything stays synced and audit-ready, keeping your sales and finance workflow tightly connected end to end.

VAT-Compliant Estimates with Faster Client Approvals

Everything for estimates, in one place

Branded Templates

1-Click to Invoice

Share Anywhere

Live Status

Edit or Duplicate

Access Anywhere

From Estimate to Invoice - Seamless

Create Estimate

Share Instantly

Track Responses

Convert to Invoice

Turn Every Opportunity into Revenue

Save Hours Every Week

Everything You Need for Professional Estimates

Built-in VAT Handling

UAE Payment Gateway

Payment Reconciliation

Collaborative Workflow

Real-Time Tracking

Seamless Integration

Everything You Need to Know

Frequently Asked Questions