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
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
If you need to add more than one product or service just tap the add item button
(Note you do not have to fill all the fields to create a quote)
Once you have entered all the details you like simply tap the create button in the top right to create the invoice
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
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
Well done on creating your first invoice, if you require further help please drop our support team a email: support@handeapp.com