Discover the Perfect Estimation Bill Format for Customer Support

Estimation bill format for Customer Support

learn how to create accurate and professional invoice estimates navigate to collect payments within the dashboard and click on the create estimate section select a format and click on the select format button enter the customer details and other mandatory fields such as the bill date and the due date in the add particular section you can add item of sales to indicate goods and services you are billing your client you can add new particulars by clicking the add new row button the particular section features a drop down of products services you previously added you can select those or add new products by clicking on the add new product from the drop down fill in the mandatory fields select the type enter the product name and the sale price click on save button and close to save the newly added product set the gst in add particular section and the tax amounts are auto calculated as per your business category in case where there are multiple items at different tax values you set the gst at an item level once you have added your particulars with their respective taxes the ad taxes section automatically reflects the selected taxes to send the invoice to your client over email and sms click the toggle against notify patron click on save and send to send the invoice the estimate sent to your customer has an online payment option if your customer pays your estimate online it is automatically converted into an invoice to convert your estimate manually to an invoice navigate to requests within the dashboard and click on invoices estimates section now click on the action button and select convert to invoice your invoice is now ready register with swipe easy and create professional invoices for your clients with ease