Creating and Editing Estimates

In Hippo Manager, the steps to create an invoice or estimate are almost identical.

How to create estimates:

1. From the Choose Action screen, select Checkout.
2. To get started, enter the item or procedure name/code in the Find/Scan Item field.
3. To create an estimate, click on the Estimate checkbox. Then, click on Create Estimate to save it.
4. From here, click on the Print/Email Estimate button to print out or send a copy directly to the client.

How to customize your Estimate Statement:

1. From the Management screen, select Store Config.
2. In the Estimate Statement field, enter the information you wish to show up on all estimates.

*** The Estimate Statement text will appear at the bottom of the printed estimate and will also be included if the estimate is emailed to the client.

Helpful Hints:

1. The estimate will appear under Open Invoices and the Estimate button will be filled in.
2. To convert the estimate back to an invoice, just uncheck the box next to Estimate.
3. Currently, Hippo does not have the ability to add price ranges for estimates. A few things you could do here instead are:
   1. Add comments about the estimate to the comments section of the invoice
   2. Update your estimate statement (under Management > Store Config) with a generic statement (i.e. invoice prices could be X much higher or lower depending on what items/services the customer accepts)
   3. Create a line item that leaves a note for that estimate range.