Quick Business Setup
- When you first time launch Estimation app. It will ask you for quick business setup.
- This setup includes like your business name, address and contact details of your business.
- Once you setup these details, app can reuse in every estimate that will be prepared by app.
App Navigation
- This navigation menu will provide options to navigate to different screens of the app.
- The main screen in the app are Estimations, Invoices, Products, Customers and Settings.
- Estimations screen will have list of estimations that you have prepared.
- Products screen will have list of products that you are selling.
- Settings screen will allow you to update the information like business name, address and tax information.
Invoice List
- Invoice list screen will have all the invoices that you have preapred.
- In invoice list for each invoice item you will have invoice date, total price.
- To search invoice you have to tap on search icon from top menu.
- To edit invoice you have to click on three dot menu from invoice item.
Invoice Detail
- Invoice detail screen allow you to add/edit products in the invoice.
- TAX:You can configure the tax type like GST, Flat tax or no tax.
- Other Charges:You can also add other charges like delivery charges, loading charges
- Note:If you want to write some special note you can write in text box just above total.
- Total:At the end you will see final total amount for the estimation.
Invoice Preview
- In preview screen you can see full preview of invoice.
- Business Detail: You will see your business name and address detail at top along with date.
- The table will show you each invoice line item, quantity, rate of the item.
- Terms and conditions will be loaded if you have added it in settings screen.
- Finally you will have complete details for the invoice charges like GST, Delivery charges and total.
Send Invoice PDF
- Share button in preview screen will allow you to share invoice.
- It will ask for three options: PDF, CSV and Simple Text. Pick the PDF option
- Select the app through which you want to share invoice PDF.
- Enter the contact detail and send the invoice PDF.
Invoice Payments
- SaralInvoice app allows you to save partial payments for the invoice.
- All the payments received on invoice will shown here.
- It alow shows what is the invoice amount and how much left as a due after payment.
- To add new payment entry for the invoice, click on + icon.
Record Payment
- To add payment entry in invoice screen click on + button in payments screen.
- A dialog will open to enter payment detail.
- Add payment amount, payment date, payment method and note.
- Once you fill the payment detail, click on save.
- You will see the payment entry on payments screen.
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