How to Create an Invoice or Estimate

Creating invoices and estimates is simple and helps you manage your sales efficiently. Follow these steps to get started:

1. Navigate to Sales in the main menu.
2. Click Add Invoice or change the dropdown arrow to Estimate.
3. In the window that opens, select an existing customer or create a new one by entering their details.
4. Add the invoice or estimate items:
   • Click the Add Item button to include new items.
   • Specify the item details such as description, quantity, and price.
5. (Optional) Update the paid status and balance if applicable.
6. If you’ve synced with QuickBooks, ensure the Sync checkbox is selected (enabled by default) to send the data to QuickBooks.
7. Click Add to save and complete the invoice or estimate.

That’s it! You’ve successfully created an invoice or estimate. If you need further assistance, we’re here to help!