Introduction - Estimate

An Estimate in Mocha Accounting is a non-binding document that you send to your customer to outline the projected cost of products or services before confirming a sale. It helps customers understand pricing, applicable taxes, and discounts in advance.

Estimates can be:

• Converted into Invoices once the customer agrees.
• Used for negotiation or approval before finalizing a transaction.
• Customized with discounts, taxes, and notes to reflect accurate terms.