{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2330d617b70146c2b85903574e0262a0\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2330d617b70146c2b85903574e0262a0-9204b28f7d5d87cb.jpg","duration":501.467,"title":"Invoices and Estimates Setup Tutorial","description":"This Loom explains how to create and use invoices and estimates in the platform. It clarifies that estimates are proposal documents sent before work begins for client acceptance or rejection, while invoices are billing documents sent when payment is due, and accepted estimates can be converted directly into invoices. The presenter also covers setting global defaults, including invoice and estimate titles, terms, logo, prefixes, reminder timing (three reminders starting three days before and hours before overdue), and notifications for customer and team events. Finally, it demonstrates creating an estimate with customer details, number, expiry date, products and quantities, then sending it by email or text, and outlines creating and sending a one-time or recurring invoice template."}