Note: If you are needing to credit a customer or debtor, you will need to create a new invoice with a negative value or adjust an existing invoice by adding a line item with a negative value.
Website
Click the "Create New" tab.
Scroll down to the bottom of the page.
Click the "Create" button under the type of form you need.
Estimate, Quote or Invoice
Choose either "New Job" OR "Existing Job".
"New Job" generates a new job number and prompts you to select a customer and job address.
"Existing Job" links the new record to an existing job number.
Click the line under "Description"
Now either manually enter details, or select a template to use.
Fill in the details and click "Save"
Add any additional line items in the same way.
You can now decide to "Save" the record as a draft, or issue it, or issue and email it.
When the customer accepts the estimate/quote, you can then convert it to a quote/invoice.
App
Tap "New Estimate, Quote or Invoice"
Tap Invoice, Quote or Estimate.
Tap the "+" icon.
Fill in the details manually, or use a template
Repeat the above to add more line items.
Tap "Home" to save the record as a draft and return to the main menu or;
Tap "Approve" to issue the record and move on to the next screen.
After tapping "Approve", confirm that you want to finalise the record.
Confirm that the email details are correct and tap "Send".
Note: If you press the home button at this point, after syncing your device, the record will show as "Issued" rather than as a draft.
Converting a Estimate or Quote into an Invoice
Converting an Estimate to a Quote, or a Quote to an Invoice is easy, but cannot be reversed.
Find the Estimate/Quote you would like to convert and open it.
Click the "Convert ..." button.
Confirm that you are happy to convert the record.
From here, you can edit, save, or issue the record in the normal way.