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
โTip: 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
Updated over 7 months ago