Create an estimate / quote
Updated over a week ago

With Billdu you can create quotes, quotations and estimates. Click here to learn more how to change the name.

MOBILE APP

  • In the main menu tap on Documents and Estimates

  • Click on Create new estimate or select the symbol + in the upper right corner

  • Create a Client. Select from the list or tap on the + icon to create a client from scratch. You can create a new client from your phone's contacts (Choose from contacts). Save

  • Select Details to change the issue and validity date, discount, shipping or a delivery note. You can add a header or note. You can also set the currency and language

  • Select Back to get to the invoice screen

  • Tap on + Add item to add new services or products, even expenses. Either choose items from your list or enter all the necessary information for a new item
    Tip: Click on VAT and Settings in the pop-up window to change your VAT rate or VAT name.

  • By clicking on the Attach photos add images to the document.. Take a picture or select from the Gallery, add Name and Description and press Add

  • Click on Preview

  • Your quote/estimate will get a new number if you are online. Otherwise, it will get a number as soon as your internet connection is active

  • Now it is ready and you can Save it

WEBSITE

  • Click on the blue button New estimate

  • A new window appears and you can begin to create it

  • It gets a number automatically - you can alter it if needed now or anytime later

  • Select a client from the list or click on + Create a new client. A new client always appears at the end of the list. You can search for a client as well by writing the name in the client field

  • Enter an item - enter name, description, quantity and unit price. In case you've selected your company type as “Invoices with VAT” in your Business settings, you can choose a tax

  • Check if the issue date or validity date are correct

  • Click on More options to enter a delivery note, currency, invoice language, discount (in % or as a flat rate) or shipping costs

  • Enter or change the introduction text and add some notes if necessary

  • Click on Save

  • A new window with a preview appears

  • At the top there are several icons - here you can change the language, edit, duplicate, send, download as PDF, create an invoice, send a reminder and or delete the document

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