How to Create a Bill Enter business address, contact info, and logo. Label as "Bill", add a summary. Select/Add vendor, assign bill number, and set the date. Add items with name, price, quantity, and total. Review sub total, apply discount, and calculate grand total. Add footer for notes or terms.
How to Create a Recurring Invoice Access: Go to Recurring Invoices. Create: Click "New Invoice." Info: Add business details, title, and customer. Set Recurrence: Choose frequency, start, and end date. Add Items: Enter items, price, and total. Save & Activate: Finalize and enable auto-invoicing.
How to Create an Estimate Access: Go to Estimates. Create: Click "New Estimate." Add Details: Include title, summary, and business info. Logo: Upload if needed. Customer: Select or add. Number & Dates: Set number, date, and expiry. Items: Enter items, price, and quantity. Totals: Review and finalize. Save & Send: Save, then email or print.