Frequently Asked Questions [FAQ]

From the home menu choose the 'Invoices' card. Click on the 'New Invoice' button. This will open a new invoice template. Fill out your name and address and the name and address of your customer. Choose an invoice date (usually today) and a due date, which is the deadline by which your customer should pay you.

To add your first line item, click on the 'Add Line Item' button and fill out the quantity, description and unit price of the item you are charging. You can also add taxes, if applicable. Repeat this step until all the line items are listed on your invoice. The totals will add up automatically. You can also add a discount bu clicking in the 'Add Discount' button. Choose between a discount percentage or a fixed amount.

To save your invoice click on the 'Save' button.

Now you can print your invoice, create a PDF or send it to your customer by email. If you choose the latter, you will be able to see when your customer opens it.

From the home menu choose the 'Estimates' card. Click on the 'New Estimate' button. This will open a new estimate template. Fill out your name and address and the name and address of your customer. Choose an estimate date (usually today) and a due date, which is the deadline by which your customer should accept the estimate.

To add a line item, click on the 'Add Line Item' button and fill out the quantity, description and unit price of the item you are proposing. You can also add taxes, if applicable. Repeat this step until all the line items are listed on your estimate. The totals will add up automatically. You can also add a discount bu clicking in the 'Add Discount' button. Choose between a discount percentage or a fixed amount.

To save your estimate click on the 'Save' button.

Now you can print your estimate, create a PDF or send it to your customer by email. If you choose the latter, you will be able to see when your customer opens it. You will also get notified when your customer accepts the estimate.

When the job is completed you can easily create an invoice from your estimate - no need to write everything twice.

From the home menu choose the 'Quotes' card. Click on the 'New Quote' button. This will open a new quote template. Fill out your name and address and the name and address of your customer. Choose a quote date (usually today) and a due date, which is the deadline by which your customer should accept the quote.

To add a line item, click on the 'Add Line Item' button and fill out the quantity, description and unit price of the item you are proposing. You can also add taxes, if applicable. Repeat this step until all the line items are listed on your quote. The totals will add up automatically. You can also add a discount bu clicking in the 'Add Discount' button. Choose between a discount percentage or a fixed amount.

To save your quote click on the 'Save' button.

Now you can print your quote, create a PDF or send it to your customer by email. If you choose the latter, you will be able to see when your customer opens it. You will also get notified when your customer accepts the quote.

When the job is completed you can easily create an invoice from your quote - no need to write everything twice.

If you have already created an invoice previously, just click on the invoice to open it, then click the 'Create Receipt' button. Your receipt will be created automatically from the invoice. If you need to add any additional charges, just click on the 'Add Line Item' button to add them. After saving you can print, PDF or send the receipt to your guest.

If there is no invoice yet, go to the receipt template and fill out the receipt by adding your own and the customers information and line items. To add a line item, just click the 'Add Line Item' button.

After you've filled out the invoice template, save it by clicking the 'Save' button. You will now be able to send the invoice by email directly to your customer - just click the 'Send' button in the upper right corner.

Alternatively, you can click the 'Print' or 'PDF' buttons, in order to print the invoice or create a PDF document, respectively.

After you've filled out the estimate template, save it by clicking the 'Save' button. You will now be able to send the estimate by email directly to your customer - just click the 'Send' button in the upper right corner.

Alternatively, you can click the 'Print' or 'PDF' buttons, in order to print the estimate or create a PDF document, respectively.

After you've filled out the quote template, save it by clicking the 'Save' button. You will now be able to send the quote by email directly to your customer - just click the 'Send' button in the upper right corner.

Alternatively, you can click the 'Print' or 'PDF' buttons, in order to print the quote or create a PDF document, respectively.

After you've filled out the receipt, save it by clicking on the 'Save' button. You will now be able to send the receipt by email directly to your customer - just click the 'Send' button.

Alternatively, you can click the 'Print' or 'PDF' buttons, in order to print the receipt or create a PDF document, respectively.

Just go to the sign up page, fill out your email address, choose a password and click 'Register'. This will create your account and you can create as many invoices, estimates, quotes, and receipts as you like.

If your problem is not among the FAQ question, please contact support at: support@docelf.com. Our excellent support team will help you out as soon as they can.

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