Invoice & estimate

This part is used for billing, inventory and invoicing needs for business.

What is Invoice?
  Invoice is a commercial document issued by a seller to a buyer, indicating the products, quantities, and agreed prices for products or services the se...
Tue, 22 Apr, 2014 at 6:08 PM
How to Create an Invoice?
  1. Go to Payments > Invoices > Overview. 2. Click Create Invoice, and pick your client. 3. To pull in hours from your timesheet, choose...
Mon, 10 Oct, 2016 at 5:43 PM
What is Estimate?
  Estimate is used to find an approximation of the cost of a product, project, or services. Learn how to create an estimate for your clients.
Tue, 22 Apr, 2014 at 6:12 PM
How to Create an Estimate?
  1. Go to Estimates > Overview and click Create Estimate. 2. First, pick your client. 3. Next, fill out the rest of the form. 4. Click Sa...
Mon, 10 Oct, 2016 at 5:43 PM
How to Create a Client?
  1. Go to Payments > Invoices > Overview. 2. Click Create Client, by Selecting a Project. 3. Click Save.
Tue, 22 Apr, 2014 at 6:13 PM
How to Edit Invoices and Estimates?
  1. Go to Payments > Invoices > Overview or Payment > Estimate > Overview and click into the invoice id/estimate id you would like to ed...
Mon, 10 Oct, 2016 at 5:43 PM
How to Send Invoices and Estimates?
  1. Go to Invoices > Overview or Estimates > Overview and click into the invoice you would like to send. 2. Click the Send button. 3. Choose...
Tue, 22 Apr, 2014 at 6:14 PM
How to Record and Remove Invoice Payments and Write-offs?
  Recording Payments If your clients pay their invoices online, their invoice will automatically be marked as paid. If your clients do not pay on...
Mon, 10 Oct, 2016 at 5:43 PM
How to Accept and Decline Estimates?
  If you send your estimates online, clients can automatically accept or decline an estimate by hitting Accepted or Declined on the Estimate. If you...
Mon, 10 Oct, 2016 at 5:44 PM
How to Create a Retainer?
  1. Go to Invoices > Retainers. 2. Click Create Retainer, and pick the client and projects to which you want the retainer to apply. 3. Comp...
Mon, 10 Oct, 2016 at 5:44 PM