How To Create Quotes
Step 1
Tap the plus icon in the top right hand corner
Step 2
Adding Details To Your Quote
Add all the necessary details to your quote
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Here you can add the following details
Clients name
The project address
The start & end date
Quote items (products or service)
Description of your products or service
Quantity
Price
Tax rate
Valid until date
Discount
Notes & terms & conditions
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If you need to add more than one product or service just tap the add item button
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(Note you do not have to fill all the fields to create a quote)
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Once you have entered all the details you like simply tap the create button in the top right to create the invoice
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Sending Quotes
Step 3 (final step)
To send a quote simply press the export pdf button, you will then be able to choose how you send the quote etc email or text and who to
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When your quote is accepted to turn it in to a invoice simply just press the convert to invoice button, this will automatically create a invoice from the quote and be saved to the invoices page
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Well done on creating your first invoice, if you require further help please drop our support team a email: support@handeapp.com
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