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Create an estimate / quote
Updated over 7 months ago
  • In the main menu tap on Estimates

  • Click on Create new estimate or select the symbol + in the upper right corner

  • Create a Client. Select from the list or tap on the + icon to create a client from scratch. You can create a new client from your phone's contacts (Choose from contacts). Save

  • Select Details to change the issue and validity date, discount, shipping or a delivery note. You can add a header or note. You can also set the currency and language. Select Back to get to the invoice screen

  • Tap on + Add item to add new services or products, even expenses. Either choose items from your list or enter all the necessary information for a new item
    โ€‹Tip: Click on VAT and Settings in the pop-up window to change your VAT rate or VAT name.

  • By clicking on the Attach photos add images to the document. Take a picture or select from the Gallery, add Name and Description and press Add

  • Click on Preview

  • Your quote/estimate will get a new number if you are online. Otherwise, it will get a number as soon as your internet connection is active

  • Now it is ready and you can Save it

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