Estimates &amp; Invoices

Customer Cannot View Estimate? Delivery Troubleshooting

Fix estimate delivery issues in Local Business Pro when customers report they can't access or view their quote.

How to Create and Send Professional Estimates

Create and deliver professional quotes to customers in Local Business Pro with line items, pricing, and terms.

Beginner5 min read

Estimate Line Items Showing Wrong Pricing - How to Fix

Fix incorrect prices on estimate line items in Local Business Pro by checking offering configuration and manual overrides.

Step-by-Step: Converting Approved Estimates to Jobs

Convert approved customer estimates into scheduled jobs in Local Business Pro with one click.

How to Track Estimate Status and Follow Up Effectively

Monitor estimate status in Local Business Pro to know when to follow up and improve your close rate.

Estimate PDF Not Generating? Common Causes and Solutions

Troubleshoot PDF generation issues for estimates in Local Business Pro.

Best Practices for Estimate Line Items from Offerings

Create clear, consistent estimate line items using your offerings catalog in Local Business Pro.

How to Attach Custom Records (Vehicles, Properties) to Estimates

Link custom records like vehicles or properties to estimates in Local Business Pro for clear scope definition.

Intermediate4 min read

How to Use Estimate Analytics to Improve Close Rates

Analyze your estimate performance in Local Business Pro to identify patterns and improve your approval rate.

Intermediate5 min read

How to Handle Estimate Change Requests from Customers

Process customer change requests for estimates in Local Business Pro and resend updated quotes efficiently.

Customer Cannot Receive Invoice Email - Delivery Troubleshooting

Fix invoice email delivery issues in Local Business Pro when customers report not receiving invoices in their inbox.

How to Create and Send Professional Invoices

Create and send professional invoices to customers in Local Business Pro with line items, taxes, and multiple delivery options.

Beginner5 min read

Invoice Shows Wrong Amount - How to Fix Line Items

Fix incorrect invoice amounts in Local Business Pro by editing line items, adjusting quantities, or correcting pricing errors.

Step-by-Step: Recording Payments on Invoices

Record customer payments on invoices in Local Business Pro to track paid amounts, payment methods, and update invoice status.

How to Track and Follow Up on Overdue Invoices

Track overdue invoices in Local Business Pro and follow up with customers to collect outstanding payments effectively.

Beginner5 min read

Invoice PDF Not Generating? Common Causes and Solutions

Fix invoice PDF generation issues in Local Business Pro when PDFs fail to download or display correctly.

How to Create an Invoice from a Completed Job

Create invoices directly from completed jobs in Local Business Pro with pre-populated line items and customer information.

How to Handle Partial Payments and Payment Plans

Manage partial payments and set up payment plans for customers in Local Business Pro by recording multiple payments against invoices.

How to Use Invoice Analytics to Track Revenue

Use the invoice analytics cards in Local Business Pro to track sent, overdue, paid invoices, and total revenue over time.

How to Void or Cancel an Invoice

Void or cancel invoices in Local Business Pro when you need to reverse a billing error or customer situation changes.

Beginner3 min read