How to Quickly Create Estimates | EasyInvoice Tutorial : The Best Invoicing Software for Small Businesses

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How to Create an Estimate (Mobile)

Tap on the Estimates tab and tap Add Estimate
The new estimate screen will open up. Start with the General info section. Tap on the Customer field to choose a customer from the list or add a new one with the „+” icon in the bottom right corner and fill out the customer details on the next screen.
Tap the +Add item button to add items. Just start typing the item name in the input – saved items will appear in the dropdown, but you can also add a one-time item. Then, change the quantity and price below. Tap Discount if you wish to add a discount and specify its value. Tap Save.
If you want to, you can set an expiry date for the estimate and add additional Notes to your estimate. Any notes that you add are only for your own reference and will not show up on the final Estimate.
Hit Save. Your estimate will appear on the estimates list. To send your estimate, select it from the list. On the next screen, tap the share icon in the top right corner and choose to email your statement or share it via text, Bluetooth, or social media.

How can I get support if I need help using EasyInvoice? Show

If you need help, we have several options to meet your needs. Visit our Knowledge Center for tutorials and how-to articles. Or check out our video tutorials that cover the most frequently used EasyInvoice features. If you still can’t find what you’re looking for, you can contact us, and we will get back to you as soon as we can. If you need help on the web version click on the blue Need Help button on the right hand side of the screen.

How many businesses can I have? Show

You can have up to 3 businesses with each subscription.

How many devices can I have? Show

You can have as many iOS, Android, Windows or Mac devices as you need to run your business. An example might be to use a device for a salesperson to invoice orders whilst with a client. Another might be for your bookkeeper to create reports in his office. Each device can have full access and update capability, or restricted abilities depending on the function you assign to them – See FAQ 11 for instructions on how to register and use new devices. Also, see Add other Users, which explains how to share EasyInvoice with colleagues.

How many invoices and estimates can I create? Show

You will have unlimited transactions for anything in EasyInvoice.

Can I share my business data with my partner, salesperson or accountant? Show

You can share specific businesses with up to 6 other users. This may be useful for sharing your business with your accountant or a business partner to specify what they can see, and whether they are able to add-to or edit business transactions. See Sharing for details about how to do this.