When your client approves an estimate, you can start the invoice from it. Duranta copies the estimate's services, quantities and prices into the invoice.
Start a new invoice
In the bottom bar, tap Create, then Invoice.
You can also open Invoices and tap +.
Choose the client and estimate
Tap Choose a client and select the client. Duranta asks whether to start from one of their estimates and shows each estimate's status, such as Approved. Tap Select next to the estimate.
The invoice is filled in with the estimate's services. If the estimate has recurring services, Make recurring is turned on with a matching schedule. Tap ... next to an item to edit or remove it. Then tap Save.
Preview and send
The invoice is saved as a Draft. It hasn't been sent yet. Tap Preview to check it.
Tap Send in email to email it to your client, or Share to send it by text or copy a link.
Track the invoice
Once it's sent, the invoice 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.