Question 1

What is an estimate in LEDGERS?

Accepted Answer

An estimate in LEDGERS is a professional pre-invoice quote you share before confirming the order. It includes item details, quantity, pricing, discounts, and GST in a clear customer format. This helps both teams align early on scope, cost, and taxes. Once approved, the same data can continue into invoicing without rework.

Question 2

Can I convert an estimate into an invoice?

Accepted Answer

Yes, approved estimates can be converted into invoices with one click. Customer details, line items, tax values, and totals are carried forward automatically. This avoids duplicate data entry and reduces manual billing errors. It also speeds up the transition from quotation to payment collection.

Question 3

Are estimates GST-compliant?

Accepted Answer

Yes, LEDGERS applies GST logic based on your business setup and customer location. It automatically uses CGST/SGST or IGST as required for the transaction type. This keeps estimate values consistent with the final invoicing tax structure. Your team can quote confidently without manual tax calculations.

Question 4

How do I share an estimate with my customer?

Accepted Answer

You can share estimates directly from LEDGERS through Email, WhatsApp, SMS, or PDF. Each shared estimate keeps a clean customer-facing format for quick review. Your team can use the same estimate link or file for follow-ups. This makes communication faster and more consistent across channels.

Question 5

Can I track the status of my estimates?

Accepted Answer

Yes, LEDGERS gives real-time status visibility for every estimate. You can track stages like Draft, Sent, Viewed, Accepted, and Rejected from one place. This helps sales teams plan follow-ups based on actual customer activity. It improves response timing and conversion control.

Question 6

Can my customer approve or reject online?

Accepted Answer

Yes, customers can open the estimate online and respond instantly. They can approve, reject, or request changes without a long email chain. Their action is reflected immediately in your LEDGERS dashboard. This helps your team act quickly on conversions or revisions.

Question 7

Does LEDGERS sync estimates with accounting?

Accepted Answer

Yes, LEDGERS keeps estimate, invoicing, and receivable workflows connected. When an estimate is converted, accounting flow continues without entering data again. This improves reporting consistency across sales and finance modules. It also reduces mismatch risk between quoted and billed values.

Question 8

Can my customer pay online from the estimate?

Accepted Answer

Yes, LEDGERS supports payment-enabled estimate flows for faster collections. Customers can pay using payment links, gateways, UPI, or QR options. This reduces the gap between estimate approval and actual payment. It gives a smoother customer experience and improves cash flow speed.

Question 9

Can I create estimates from my mobile?

Accepted Answer

Yes, the estimate workflow is responsive across mobile, tablet, and desktop. Teams can create, edit, and share estimates while traveling or during customer meetings. Core actions like status tracking and follow-up remain accessible on smaller screens. This enables quicker sales turnaround without waiting for desktop access.

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