Who This Is For / When to Use
Use Estimates if you need to:
Send pricing to a client before invoicing
Collect client approval or rejection with notes
Convert an approved estimate directly into an invoice
Track estimate status and pipeline value
What Are Estimates in Kyrios
Estimates are pre-invoice documents sent to clients for approval.
Each estimate can be:
Sent via email or SMS
Accepted or rejected by the client
Manually marked as accepted or rejected
Converted into an invoice once approved
Estimates are part of the Kyrios Payments system.
How to Access Estimates
To access Estimates:
Go to your account
Select Payments
Click Invoices and Estimates
Select Estimates
This opens the Estimates dashboard.
How to Create an Estimate
To create a new estimate:
Click New
Enter the following details:
Business information
Customer information
Estimate number
Expiry date
Add products or line items
Review totals
Click Send
The estimate is saved and sent to the client.
Sending an Estimate to a Client
Estimates can be sent directly from Kyrios.
When sending an estimate:
Choose email or SMS delivery
The client receives a secure estimate link
No login is required for the client to respond
Once sent, the estimate status updates to Sent.
Client Acceptance or Rejection
Clients can respond directly from the estimate link.
If the client accepts
The estimate is marked as Accepted
Acceptance is recorded automatically
If the client rejects
The client can add notes explaining the rejection
The estimate is marked as Declined
Manually Marking an Estimate Status
If a client confirms verbally:
You can manually mark the estimate as Accepted or Declined
This updates the estimate status without client interaction
Manual updates are useful for phone approvals.
Converting an Estimate to an Invoice
Approved estimates can be converted into invoices.
To convert an estimate:
Open the Accepted estimate or
Click the estimate from the dashboard
Select Create Invoice
The invoice is generated using the estimate details.
Tracking Estimate Status and Value
The Estimates dashboard allows full visibility.
You can track:
Estimate statuses:
Draft
Sent
Accepted
Declined
Invoiced
Total value of estimates in the pipeline
Notes added to estimates
Estimate activity from the dashboard cards
Customizing Estimates
You can customize estimates by:
Adding company branding
Adjusting terms and conditions
Managing estimate settings from Payments settings
Customization applies to all newly created estimates.
Why Estimates Were Built
Estimates complete the Kyrios payment workflow.
They allow you to:
Create an estimate
Collect approval or rejection
Convert directly into an invoice
Send invoices without re-entering data
Upcoming Enhancements
Planned improvements include:
Estimates in Workflows
Estimate Templates
FAQ
Can clients accept or reject an estimate without logging in?
Yes. Clients can accept or reject estimates directly from the secure link without logging in.
Can I convert a rejected estimate into an invoice?
No. Only Accepted estimates can be converted into invoices.
Can I mark an estimate as accepted manually?
Yes. You can manually mark an estimate as accepted or declined if approval was given outside Kyrios.
Where can I see all estimate statuses?
All estimate statuses are visible in the Estimates dashboard under Payments.