Delete multiple items or edit tax for quotes

Using the web, you can change taxes or remove multiple line items in one go from within the quote line items section of your quote. Tick the relevant checkboxes and select “bulk edit”: To delete: Just click on “Delete from quote” To change tax: Click on “Edit tax” for your pre-populated list (as per your company settings) Select preferred tax, all the taxes in the selected lines will then be changed. To create a new tax, click on the down arrow, a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards. It will also be applied to all selected lines. … Read more

Add new product or service to your invoice

To add a new product or service You will then be asked to complete the following (not all fields are mandatory): Type: This is autofilled with either Product or Service. Name: This is the name of your product or service. Unit: This is the unit of the product or service, eg: “Pack of 6 bottles” for a single unit – “litre” or for service “hour”. Currency: This is selected by default using the information provided in Company Settings. To change the currency for this particular product or service, click on the down arrow next to currency. Price/rate: This is the price of the product or service per unit. Invoice specific Tax: This is the tax type, ie, No Tax, Standard, Multiple … Read more

Add new product or service to your quote

To add a new product or service You will then be asked to complete the following (not all fields are mandatory): Type: This is autofilled with either Product or Service. Name: This is the name of your product or service. Unit: This is the unit of the product or service, eg: “Pack of 6 bottles” for a single unit – “litre” or for service “hour”. Currency: This is selected by default using the information provided in company settings. To change the currency for this particular product or service, click on the down arrow  next to currency. Price/rate: This is the price of the product or service per unit. Invoice specific Tax: This is the tax type, ie, No Tax, Standard, Multiple or Compound which … Read more

Add new expense to your invoice

To add a new expense to your invoice: If you used your mobile to capture your receipts then some of the fields will already be pre-filled. Vendor: Company that you’re sending the quote/invoice to. Date: This is the date when the item was purchased. Category: To help you identify where your money is being spent, tap on the down arrow to select a category relating to the type of expense. Currency: By default this is the currency which was selected in Company Settings, to change this just tap on the down arrow to make your selection. Expense Total: This is the total of your expenses inclusive of Tax/VAT. Expense included tax: Automated taxes: Make sure your default tax type is set in Company Settings (see Manage your … Read more

Add new expense to your quote

To add a new expense to your quote: If you used your mobile to capture your receipts then some of the fields will already be pre-filled. Vendor: Company that you’re sending the quote/invoice to. Date: This is the date when the item was purchased. Category: To help you identify where your money is being spent, tap on the down arrow to select a category relating to the type of expense. Currency: By default this is the currency which was selected in Company Settings, to change this just tap on the down arrow to make your selection. Expense Total: This is the total of your expenses inclusive of Tax/VAT. Expense included tax: Automated taxes: Make sure your default tax type is set in Company Settings (see Manage your … Read more

Add new mileage to your invoice

You can easily add a new mileage to your invoice manually or using Google. Use Google Maps Use your odometer or enter manually Other information You’ll be asked to enter the following information (not all fields are mandatory): Name: This is the name you assign for your trip. Date: Date of your trip. Mileage unit: This is by default your mileage unit (km or m) which you entered in your preferences, this can be changed by clicking the down arrow to select preferred option. Currency: This is by default your currency which has been entered into your Company Settings, this can be changed by clicking the down arrow to select preferred currency. Mileage rate: This is by default the mileage rate you entered in your … Read more