Statuses of Estimates

You can see the estimates statuses on the Estimates grid: Estimates can have six statuses: 1. Draft. Status appears if you click “Preview” after estimate creation: 2. Activated. Status appears if you click “Activate and Send” after estimate creation… OR if you send to your client the “Draft” estimate or you […]

Estimate actions

Estimate replying and commenting Before approving an estimate, your clients may reply to further discuss. In order to reply to your estimate they need to open the estimate preview (by clicking on estimate name on the grid) ➝ click ‘Message History’ ➝ insert their comment and click ‘Send’. The account owner, […]

Estimate grid

How do I find a required estimate? You can quickly find required estimates by using the search feature. You can filter estimates by client, estimate name, estimate number, date, amount of estimate, status and currency. Bulk actions You can use bulk actions for estimates by marking the check-boxes on the […]

Create/update Estimate

Create a new estimate View or edit an estimate Estimate data – description Send an estimate to a customer Create a new estimate To create a new estimate go to, Sales ➝ Estimates ➝ Create Estimate ➝ fill fields ➝ click “Preview” or “Activate and Send”. You can also find […]

Statuses of Invoice

You can see the invoices statuses on the invoices grid: Invoice statuses Invoices can have any of the following 7 statuses: 1. Draft. This status appears if you click “Preview” after you created an invoice: 2. Activated. A status wich appears when you click “Activate and Send” after invoice creation: OR if you […]

Invoice actions

Invoice disputing and commenting Before paying an invoice your clients are able to dispute it. To dispute an invoice they will need to open the invoice preview (by clicking on invoice name on the grid) ➝ click ‘Message History’ ➝ insert their comments and click ‘Send’. Then status of your […]

Currency and language of Invoice

Multi-currency invoicing You can convert invoices into any currency. As a default, the initial currency of your invoice will be the currency of your client. To change the currency click on, create/edit invoice page click on ‘Show More Options’ ➝ choose the currency from the currency dropdown or create new. […]

Invoice grid

How do I find an invoice? You can quickly find required invoices by using search feature. You can filter invoices by client, invoice number, invoice title, date, due date, amount of invoice, status and currency. Bulk actions You can use bulk actions for invoices by marking the check-boxes on the […]

Invoice creation/updating

How to create an invoice? View or edit an invoice Invoice data – description Create products through invoice Invoice numbering. Can I re-use an old invoice number? Create a credit note Reminder emails I want to re-use an invoice for a new client. Can I duplicate/copy invoices? How do I […]

Create item/task through Invoice/Estimate/Projects

How to create a new product through the invoice/estimate/project If you would like to create new product, go to the Invoice/Estimate page, insert the name of the product and other data (unit name, price, tax). If you would like to include the new item on your product list, open the […]

Item/Task using

Product List using for invoices, estimates, projects Your product list is used for creating invoices, estimates and projects. On the invoice or estimate body you can choose tasks and items by clicking ‘Add New Line’. …Then choose a product from the list. For projects you can only choose tasks. Choose […]

Item/Task creating

Create a new product (task or item) To create a new task go to, Sales ➝ Products List ➝ My Tasks ➝ Create a Task On task page you can change the following fields: – task name – price without tax – hourly task rate – price with tax – the […]