How to Create an Estimate Invoice





Why Use This Function:

Creating an Estimate Invoice allows the Practitioner to generate an estimate of the expected cost of a treatment or procedure. The Estimate Invoice provides a detailed breakdown of the services, treatments, procedures, and items that will be used.

An Estimate is not a final Invoice and may change if the treatment plan is adjusted. This helps the Patient understand potential costs upfront and supports transparent communication within the Practice.

For a detailed explanation of what an Estimate is, please refer to the glossary entry: Estimate.


The Contents of This User Manual:

  • Creating the Estimate
  • Save And Close Drop-Up Menu


  • This user manual will start on the Invoice Detail screen.



Creating the Estimate

  • Tick the Estimate Invoice checkbox to mark the Invoice as an Estimate.


💡Please Note: An Estimate must first be accepted by the Debtor or Patient before you can submit the claim to a Medical Aid.

    • An Attention pop-up will appear, asking if you would like to create a new Estimate Invoice from the temporary Invoice.

  • Click on the Yes button to create a new Invoice which is marked as an Estimate.


💡Please Note: A new Invoice will be created with a new document reference number and an EST prefix.


  • The checkbox will display a white tick in a blue checkbox.

    • Click on the Estimate Name field.

    • Enter a name for the Estimate for easy reference.

💡Please Note: The name of the Estimate will appear on the Estimate printout.


Save and Close Drop-Up Menu

The purpose of the Save and Close Drop-Up Menu is to provide additional save options that allow the Estimate to be saved in different ways. This menu gives access to functions such as saving the Estimate, creating a billing macro, accepting or rejecting the Estimate, and saving and closing the Invoice screen.


  • Click on the Save and Close drop-up menu.


    • The Save and Close drop-up menu will open.


  • Click on the Save button

    • This will save the content of the Estimate without closing.

  • Click on the Save Lines To New Macro button.


    • This will save all the lines on the Estimate as a Billing Macro in Billing Settings.
      • For more information on Billing Settings, please refer to the user manual: Billing Settings.

  • Click on the Estimate Accepted button.


    • This will mark the Estimate as accepted once the patient confirms they are satisfied with the items on the Invoice.
  • Click on the Estimate Rejected button.


    • This will mark the Invoice as rejected when the Patient declines the Estimate.
  • Click on the Save and Close button.


    • This will save the Estimate Invoice and exit the screen, Navigating back to the Diary screen.

💡Please Note: For future reference, Estimates can be accessed from the Account Details screen.

Last modified: Tuesday, 25 November 2025, 3:59 PM