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