User Guide

Before you start using our software, please create two new folders for your invoices & estimates. Right click on your mouse and select ‘New’ then ‘Folder’. We suggest saving them on your desktop.

Creating Estimates

Dual Price

To create a dual pricing estimate click the ‘New invoice/Estimate’ button on the home screen. Make sure the toggle button is set to ‘Dual Price’ and ‘Estimate’. Enter your customer information then click ‘Generate’. Download the estimate to your Estimates folder.

Single Price W/Cash Discount

To create a single price estimate with a cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Estimate’ and ‘Show Cash Discount’.

Single Price With No Discount

To create a single price estimate with a cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Estimate’ and ‘Hide Cash Discount’.

Print / Email Estimate

To print an estimate locate the file in your ‘Estimates’ folder and open the PDF. Select print and send to your local printer.

To email an estimate attache the file to your email and send.

Creating Invoices

Dual Price Invoice

To create a dual pricing invoice click the ‘New invoice/Estimate’ button on the home screen. Make sure the toggle button is set to ‘Dual Price’ and ‘Invoice. Enter your customer information then click ‘Generate’. Download the estimate to your Invoices folder.

Single Price Invoice With Cash Discount

To create a single price invoice with a cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Invoice’ and ‘Show Cash Discount’.

Single Price Invoice With No Discount

To create a single price invoice with no cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Invoice’ and ‘Hide Cash Discount’.

Print / Email Invoice

To print an estimate locate the file in your ‘Estimates’ folder and open the PDF. Select print and send to your local printer.

To email an estimate attache the file to your email and send.

Receiving Payments

Recieve Cash Payment

Select ‘View Invoices’ from the home screen. Click the payment icon next to the invoice you want to log to payment to. Select ‘Cash’ as the payment method.

Receive Card Payment

Select ‘View Invoices’ from the home screen. Click the payment icon next to the invoice you want to log to payment to. Select ‘Card’ as the payment method.

Receive Check Payment

Select ‘View Invoices’ from the home screen. Click the payment icon next to the invoice you want to log to payment to. Select ‘Cash’ as the payment method.

Reconciling Deposits

Processing fees are deducted daily from our processing company. Non adjustable items & the sales tax amount will be subject to procesing fees.

Example:

Inspection $21.00 processing fee will be .80 cents.

Sales Tax $8.00 processing fee will be .32 cents.

 If you are using QuickBooks or any other software, you can log this as a ‘Card Processing Fee’ expense to make your deposit balance. Please let us know if you need assistance.