LivraOne

Financials

Build an estimate for client approval

Add scope, pricing, options, terms, and a clear approval path.

Help guideUpdated July 17, 20264 steps

A clear path through this workflow.

Build estimates from server-calculated line items so totals, approvals, and the future invoice share one reliable record.

Audience
Financials
Steps
4
Support
support@livraone.com

Build estimates from server-calculated line items so totals, approvals, and the future invoice share one reliable record.

01

Add the committed scope

Use one line per understandable area or outcome. Enter quantity, unit, rate, tax behavior, and a concise description.

02

Review calculated totals

LivraOne recomputes subtotal, tax, and total from stored line items. Correct the item rather than typing over a total.

03

Set terms and expiration

Confirm assumptions, allowances, exclusions, required deposit, and the date through which the estimate is valid.

04

Record the approval

Send or publish the estimate, then capture approval against that version. Convert only an approved estimate into an invoice.

Still need a hand?

Share the project context and the result you need. LivraOne support will keep the answer direct.

Contact support