Create an invoice for a client, add the items you're billing for and send it from the Duranta mobile app.
Start a new invoice
In the bottom bar, tap Create, then Invoice. You can also open Invoices and tap +.
Choose the client and dates
Tap Choose a client and select a client from your CRM, or tap Create to add a new one. If the client has estimates, Duranta asks whether to start from one of them. Tap Create next to Create a blank invoice to start from scratch.
Check the Invoice Date and the Due Date, for example On receipt. Turn on Make recurring to bill the same invoice on a schedule.
Add items
Tap Add Item and type the item name. Pick a service from your favorites, or tap Create to add a custom charge.
Check the price. If the service has pricing options, tap the one you want. Turn on Taxable if the item is taxed, then tap Add.
đĄ Save the services you bill often to your favorites. The invoice then fills in their pricing for you.
Add tax and save
Tap Set rate next to Tax and enter the percentage. Use Add fee for a fee or discount, and Add text or image for customer notes. Then tap Save.
Preview and send
The invoice is saved as a Draft. It hasn't been sent yet. Tap Preview to check it, then tap Share to email it to your client, send it by text or copy a link.
Track the invoice
Once the invoice is sent, it shows its latest activity, such as when it was sent, opened and paid. Tap See all activity to see the full history.
Please contact [email protected] if you need help or have questions.