Estimates can now be finalized at 0 total. This enables use cases like free trials, warranty work, or fully discounted jobs. You can send, approve, and convert these estimates, control taxes and fees at zero, and trigger downstream workflows without requiring a payment step.
Support for estimates with a 0 total amount
Send and collect customer approval with no payment required
Optional taxes and fees handling when totals net to zero
Convert 0 total estimates to invoices or jobs for record keeping
Status tracking, audit logs, and notifications unchanged for zero totals
Compatibility with templates, itemized lines, discounts, and notes
Workflow triggers and reporting include 0 total estimates
Add a clear note explaining why the total is zero to prevent confusion
Use itemized lines with a 100 percent discount for better transparency
Keep taxes toggled off for zero totals unless required for documentation
Tag zero total estimates for quick filtering in reports
Convert approved zero estimates to jobs to keep operational tracking intact
Step 1
Open Estimates and create a new estimate from a template or blank.
Step 2
Add items and apply discounts or adjustments so the grand total equals 0. Review tax and fee settings to ensure they are correct for a zero total.
Can I send an estimate with a zero balance?
Yes, estimates can be sent and approved with a 0 total.
Do I need to collect payment on approval?
No, approval is captured without a payment step.
Will taxes or fees apply on a 0 total?
Taxes and fees can be disabled or set to zero based on your configuration.
Can I convert a 0 total estimate to an invoice?
Yes, you can convert for record keeping, and the invoice will reflect 0 due.
Are workflows and notifications supported?
Yes, status changes for 0 total estimates still trigger automations and alerts.
