How do estimates work?
Send an estimate to detail your services and have your remuneration validated. This way, you'll be sure to be on the same page as your client before you get to work. The « Estimates » section allows you to create professional estimates and keep the reports for follow-up. When you win the contract, transfer the estimate to an invoice with a single click!
How can I edit my estimate information?
- Go to « Settings » at the top right of your screen.
- Then click on « Estimates ».
- Enter your new personal information and click on « Save ».
How can I change my billing address on my estimates?
- Go to « Settings » at the top right of your screen.
- Then click on « Estimates ».
- Enter your new billing address and click on « Save ».
How can I change preferences on my estimates?
- Go to « Settings » at the top right of your screen.
- Click on « Estimates ».
- Then click on « Preferences ».
- Select the default Language, Currency, and Decimal Place from the drop-down list and click on « Update » to exit.
Can I use my own numbering system for estimations?
You can change the numbers without problems. When creating your next estimate, Momenteo will search for the highest number + 1.
How do I change the default text templates?
Go to your settings, then, under the Estimates tab, you will find "Text Templates". You can modify them directly.
Why are my text templates not added in my estimates?
- Go to your Settings.
- Click the Estimates tab and "Text Templates".
- You will then be able to choose which text template will be added automatically.
Can I request a deposit on an estimate?
A déposit is a sum of money paid before work begins. It is normally used to confirm the commitment between both parties to the project. This feature is only available with a premium plan.
In Step 1 "Preparation," you can enable the "Request a deposit" feature (button at the bottom left corner).
The "Request a deposit" section will then appear, where you can apply a percentage or a value.In Step 2 "Design," you will get a preview of the items in your estimate. The deposit information is displayed in the Payment section.
In Step 3 "Sending," you can "Send to client" the estimate.
In Step 4 "Follow-up," you can view the estimate status.
You will be able to "Convert to Invoice" (button at the top right corner) your estimate.
Once your quote is converted to an invoice, in Step 1 "Preparation," if you don't need to add any items from your calendar, simply change the invoice date and then "Save" (the button at the top right corner) of your invoice. Click Save.
In Step 3 "Sending", you can "Send to customer" the invoice.
Can I offer multiple payment options?
Yes, Momenteo offers the Payment Schedule feature. Offering multiple payment options, such as installment payments, is beneficial for clients because it allows them to better manage their budget. This can help you stand out from the competition and attract new customers. This feature is only available with the PLUS et EXPLORE premium plans.
Note: This method generates invoices according to the dates set in the payment schedule.
Online payments will not be processed automatically. Clients will receive their invoices as usual and can make payments using their regular payment method.
In Step 1 "Preparation," you can enable the "Payment Schedule" feature (bottom left button) for your entire estimate.
The "Payment Schedule" section will then show up, where you can choose the "Quantity" (maximum 5 payments) and "Frequency" (Daily, Weekly, Bi-weekly, Monthly, Quarterly) you wish to offer.
In Step 2, "Design," you will see a preview of the Invoicing Items in your invoice. The information for Payment's schedule will be displayed (Payment, Payment Due Date, Subtotal, Taxes, Total Amount, Terms, and Notes).
In Step 3, "Send," you can "Send to Customer" the estimate. In Step 4 "Verdict," you can double-check whether the estimate has been accepted by your client.
If the quote has been "Won," you will be able to "Convert to Invoice" (button in the top right corner).
Once your quote has been converted to an invoice, in Step 1 "Preparation," if you don't need to add any invoice items listed in your calendar, simply enter the date the estimate has been accepted and click "Save" (button in the top right corner) of your invoice.
The default Terms are: "Payment is due within 30 days of receipt of this invoice." This will be reflected in the Payment Due Date of the First Payment.
À l'Étape 3 « Envoi », vous pouvez "Envoyer au client" la facture.
In Step 4, "Follow-up," you can view the invoice status in the "Communication History."
- If you received payment by check, you can manually add a payment (button in the top right corner) to your invoice. Once the deposit payment is received, the status will change to "Partial Payment."
Regardless of whether the payment is received online or offline, the payment status will remain "Partial Payment" until payment for the final installment is received.