What you need ready
A customer name (email helps when you send the portal link).
Line items: rates from Products & services, or free-typed descriptions for one-off work.
Workspace tax defaults if you charge GST. New documents pick up Settings rates.
Build and share
Open Estimates, then New estimate. Choose the customer and add lines.
Set an expiry date so the hub can flag estimates that are about to expire.
Mark as Sent when you share. Clients open a portal link without needing their own Invoicerr account. Views and accept or decline status follow from there.
After they accept
Convert accepted pricing into an invoice so you keep quantities and rates instead of retyping.
Record payments as money lands so outstanding balances stay accurate.
Continue in Invoicerr