Estimates

Estimates let you send customers a quote from the payments area of HLB, along with the supporting files they need to decide. To create one, open the invoices and estimates section in payments and select New. The document editor opens, where you set up products, totals and additional options.

Attachments are especially useful for service businesses that quote jobs. You can include specifications, visuals, terms or reference documents with the estimate itself, so the customer gets everything in one package without separate follow-up messages.

How attachments work:

• In the document editor, open Additional Options below the Amount Due section and add an attachment.
• Click or drag files into the upload area. Common formats such as PDF, PNG and CSV are supported.
• Add up to 10 files per document, with a 20 MB combined size limit.
• Send the estimate. Every attachment is included in the customer's email automatically.

Attachments go out only with the first email. They are not resent with reminders or scheduled follow-ups. If your files add up to more than 20 MB, you cannot send the document until you remove files or reduce their size.

Attachments also work with estimate templates, invoices and recurring invoices. Each document keeps its own attachments. Every uploaded file is saved to Media Storage, where you can view, organize and reuse it in future documents.