Estimates are showing to customers as View Invoice and balance due which is very confusing and offputting

Hello, Leon. This issue can indeed be confusing for customers. When sending estimates, the terminology and presentation can sometimes lead to misunderstandings. Let me share a few steps you can take to address this situation.

To make things clearer, you can customize the email accompanying your estimates. This way, you can ensure that clients understand they are receiving an estimate rather than an invoice. Here’s a step-by-step guide to help you with the modifications:

1. Navigate to the Gear icon and select Account and settings.
2. Open the Sales tab.
3. Go to the Messages section and click the pencil icon.
4. Choose Estimate from the Sales form dropdown.
5. Make any necessary changes in the Email message field to clarify that it's an estimate.
6. You can also include a brief note emphasizing that the attached document is an estimate and not a final invoice.
7. Hit Save, then Done.

For further personalization of your sales forms, check out this informative article: Customise invoices, estimates, and sales receipts.

We truly value the importance of clear communication with your customers, as it helps facilitate smooth transactions. If you have other concerns or need additional clarification, please don’t hesitate to reach out. I’m more than happy to help.