HiveCRM lets you create estimates, convert them to invoices, and collect payment — all without leaving WordPress.
How to Open Estimates & Invoices #
Go to Hive CRM → Invoices.
Estimates #
An estimate (or quote) is sent to a client for approval before work begins. Once a client accepts an estimate, you can convert it directly into an invoice.
Invoices #
Invoices bill a client for work delivered. HiveCRM supports:
- Custom numbering prefixes and sequencing
- Multiple currencies and configurable tax rates
- Line-item specific taxes
- Recurring invoices on a schedule
- Automatic expiration and payment-due reminders
- Client-facing online payment through your configured payment gateways
Client Visibility #
Clients can view and pay their estimates and invoices from the Client Portal, if that section is enabled under Configuring the Client Portal.
When to Use Estimates & Invoices #
Use estimates when a client needs to approve pricing before you start, and invoices whenever you need to bill for work — one-time or recurring.
