Help Center

Follow the steps below to create, edit, send, and convert your estimates into invoices:

The amount calculations are done automatically as soon as you fill out the estimate.

1. Create an estimate

Go to the page «Estimates/Invoices» and follow these steps:

• Click on «Create an estimate».
• If needed, you can modify the date by clicking on the date in the top right.
• Fill in your client’s details.
• Enter the name in the field «Subject».
• Next, you can enter descriptions, quantities, and unit prices for each line.
• If you need to add more lines, click on «Add a line».
• You can modify the validity date by clicking on it.
• Then you can save or download it.

2. Edit an estimate

To edit an estimate, it’s easy:

Click on the icon

3. Send an estimate

To send an estimate, you can either download it or send it using the sharing function.

• You can download it via the editing mode.
• Or send it by clicking on the icon

4. Convert an estimate into an invoice

To convert your estimate into an invoice, it’s easy:

Click on the icon