SimplyWise Cost Estimator FAQs

To generate an invoice from an existing estimate:

1. Navigate to the estimate you wish to convert into an invoice.

2. Tap the three dots (menu icon) in the top right corner.

3. Select “Create Invoice” from the menu that appears.

After selecting “Create Invoice,” you’ll be prompted to fill out additional fields to complete your invoice. You can then preview the invoice before sending it to your client.

To create an invoice without creating an estimate first, you’ll want to tap the blue +circle button on the lower right corner. On the pop up menu, tap the Invoice button.

Complete the fields and tap Next at the bottom and follow the prompts to save and send.

Follow along with our tutorial below! 

To edit an invoice, you can use these steps:

1. Navigate to the folder where the invoice is saved
2. Tap into it to the preview invoice screen
3. Tap Edit
4. On the Update Invoice screen, tap the + under the line items to add more
5. Once done, tap Save
6. Tap Update

We also have a video library filled with quick tutorials that walk through the app’s features if you think that would be helpful. 📌 Link here: https://www.youtube.com/@simplywise-estimates/videos

To show payment terms on the invoice, you’ll want to follow these steps:

1. Create your invoice (either from the main menu on the home screen, or from a saved estimate)
2. Once you create your estimate, or tap into a saved estimate, you can cap the Edit button
3. On the Update Invoice screen, tap the check box next to Payment Schedule
4. Select Payment Type
5. Enter Payment Date and Amount
6. Invoice will automatically update with information entered

You can make changes anytime here as well as apply payments when needed by tapping the Record Payment button on the Preview Invoice Screen