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🧾 Quotations and invoices

Make professional documents and send them on WhatsApp.

  1. Open the Documents tab and tap + Invoice or + Quotation.
  2. Choose a saved customer or type a new one. Add items with quantity and price, then a discount or tax if needed.
  3. Pick a PDF design. Plus and Pro have more designs. Pro can add your logo, colour, payment QR and signature.
  4. Tap Share PDF or WhatsApp. To turn a quotation into an invoice, open it and tap Convert to invoice.
  5. When the customer pays, set the status to Paid. Then tap Share receipt (Plus and Pro).
  6. For unpaid invoices, tap Remind on the invoice card to send a friendly WhatsApp reminder (Plus and Pro).
  7. Want your numbers to start at 263? Go to More → Business profile → Document numbers. Set the prefix and "starts at" for invoices and quotations.

Tip: Use Duplicate to copy a document for a repeat customer.

Still stuck? Message us on WhatsApp and we will help.

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