Factura

Creating an Estimate or Invoice

You can create estimates or invoices from their respective sections: "Estimates" or "Invoices." The process is nearly identical for both document types.

Screenshot of the navigation and the buttons to create an estimate or invoice

Reordering Items

If your document contains multiple items, you can easily reorganize them by dragging and dropping them into your preferred order.

Screenshot presenting the reordering icon for invoice or estimate items

Estimate Signatures

You can add a signature field to your estimates. When enabled, a date and signature field will appear at the bottom of your estimate PDF exports, allowing your clients to sign and approve your estimates.

To enable this feature, go to your account settings under Billing Preferences and toggle Add a signature field on estimates.