My invoices and estimates

Typing the same information into every invoice or estimate you send can be a hassle. Fortunately, Invoice Simple gives you the ability to share information on all your invoices and estimates with default notes that appear on all your invoices and estimates. Here's how to do that.​​How to change your default notes on the Mobile AppIn settings, hit Default Notes under the Invoice header.You’ll have two options to fill out here; Invoices and Estimates.Filling out these fields will add a note at the bottom of your invoices and estimates. You can use these fields to share any information or instructions you need to provide your clients. Here’s an example of what these fields look like on your Invoices and Estimates.Hitting back will automatically save what you have filled out.How to change your default notes on the Web AppYou'll want to start by hitting Settings and scrolling down to the middle of the page, you’ll see two sections to fill out; Invoice and Estimate.Related ArticlesHow do I create an Invoice or Estimate?How do I change my Business Details?How do I print a copy of my invoice or Estimate?How do I change the headers on my invoices?How do I change my default email message?

Losing even a single job.Digitally sign the estimates and invoices for more convenience.Get immediate customer feedback by requesting reviews immediately after delivering services.For recurring billing, seamlessly store and manage your client details to eliminate the hassle of entering them repeatedly.Simplify order supply using InvoiceOwl’s instant purchase order generator.Managing and accessing estimates and invoices of several firms and organizations simultaneously is now possible with the multi-company feature.Get real-time notifications for your invoices and payments. This can free you up from the tedious tasks of continuous follow-ups to chase payment.Quickly generate customized credit memos for refunds or adjustments to customers’ payments and keep track of their credit balance.Generate online sales reports on the go and derive useful business insights from them.Maintain professional consistency and generate uniform customized invoices across multiple devices (desktop, mobile devices, laptop, tablet).For all your unpaid invoices, request payments straight from InvoicOwl. Online payments can be accepted through Stripe and credit cards.Track the payment status of all your outstanding invoices so that you can get to know when to expect payment in your bank account.Simplify your bookkeeping processes by syncing your InvoiceOwl account with QuickBooks Online.Use document filtering, and sort paid and unpaid invoices to get an overview of the cash flow.You can directly convert the approved estimates into invoices.You can create and send invoices in your preferred currency.Easily customize the available estimates or invoicing templates as per your business demands.You can add and save regular business products/services, so you don’t have to add them repetitively every time you create estimates or invoicesA handy mobile invoicing app for contractors to bill clients from anywhere and anytime.User experience insights and testimonialsInvoiceOwl is a game-changer for my business. I can effortlessly create estimates on-the-go and convert them to invoices. The eSign feature and online payments are seamless.Esther Howard,from Crystal Cleaning Co2.

Create quick, professional estimates and invoices, accept payments, and manage projects from anywhere!Joist is a specialized app for contractors that helps you save time, stay organized, and win jobs.————————► CONTRACTORS LOVE JOIST• SAVES TIME - Complete work at the jobsite or on-the-go, rather than spending your evenings and weekends catching up on paperwork after a long day• WIN MORE JOBS - Send your client an estimate before you leave. Be the first to get an estimate in their hands, and give them the opportunity to say YES on the spot• REMOVE THE BOTTLENECK OF ESTIMATING & INVOICING - Build estimates and invoices quicker by creating and selecting from your list of commonly used materials and labor rates• ACCEPT PAYMENTS FROM CLIENTS - accept Credit Card and PayPal payments from your clients directly through Joist, so you can stop wasting hours driving around to pick up checks and deposit them at the bank• EASILY MANAGE CLIENTS - Create, organize, and store valuable client info, so you can access their info anytime, on the go• LOOK PROFESSIONAL - Show your clients that you’re the contractor they should trust for the job; with customized, professional looking estimates and invoices————————► FEATURES- Customize your estimates & invoices with your company info, logo, etc- Attach a client contract and collect a signature directly on the spot- Accept Credit Card and PayPal Payments directly through the app- Build a list of commonly used items/services/materials- Attach photos to your estimates and invoices- Preview estimates & invoices before you