This article walks through creating and sending an estimate in HiveCRM.
Create an Estimate #
- Go to Hive CRM → Invoices.
- Click Add Estimate.
- Select the client, then add line items with quantities, units, and prices.
- Apply any tax rates configured under Estimates & Invoices Settings.
- Click Save.
The estimate is automatically numbered using your configured Estimate Number Prefix.
Send an Estimate to a Client #
Once saved, send the estimate to the client. If the Client Portal is enabled with Invoices visible, the client can also view it from their portal.
Expiration Reminders #
If Automatic Expiration Reminders are enabled under Estimates & Invoices Settings, HiveCRM automatically emails the client as the estimate’s expiration date approaches, and can notify you after it expires.
Convert an Approved Estimate to an Invoice #
Once a client accepts an estimate, open it and use the convert action to generate an invoice from it — carrying over the line items, client, and pricing automatically.
