Opening the Client View for an Estimate

Invoiced has a feature to show estimates to your clients inside of any web browser. There they are able to download the estimate as a PDF. An account is not required for your clients to be able for any of these features. We include a View Estimate button on any estimate-related emails sent to your customers. You can also access the client view from the dashboard.

 

Steps to open the Client View for an estimate:

1. Sign in to the web app at invoiced.com.

2. Go to the Estimates section in the left sidebar of the app.

3. Find the estimate you want to open in Client View and open it by clicking on it.

4. Click the More button in the top right and then Open Client View from the menu that appears. The client view will be opened in a new tab.