Your first quote, one step at a time.

1. Open Quotes. Enter the customer’s name, contact information and job address.
2. Use Any Business for your own products, services and prices, or choose an optional trade calculator.
3. Follow Next through the details. Add only the extras you need.
4. Review the work description and total, then save the estimate to your account.

Back and Next keep your entries while you work on the page. Saving at the review step keeps a cloud copy.

For example: a $150 service plus a $50 extra should show a $200 total. Check your own prices before sharing.

Use Share / Text / Email when you’re ready. Nothing is sent to a customer until you share it.

1. Open the saved estimate in your records.
2. After the customer agrees, choose Customer Accepted — Create Invoice.
3. Check the customer, services, total, due date and payment instructions.
4. Save and share the invoice. Use your browser’s print option to print it or save it as a PDF.

On iPhone, you may need Safari Share → Print.

Creating an invoice does not collect money or mark it paid. Your customer pays using the payment method you arrange separately.

1. After you receive the full invoice payment, open the invoice and mark it paid.
2. Enter the actual payment date. This determines which month the payment appears in.
3. On Home, open Money Tracker and choose the month you want.
4. Set an income goal if you want. Enter business expenses with the amount, date paid and category, then save each expense.

Paid invoices with payment dates in that month count toward the income goal. Recorded expenses reduce the estimated cash profit.

For example: $1,000 in recorded payments minus $200 in recorded expenses shows $800 estimated cash profit.

Choose a previous month to review saved records or download the month’s summary. Keep your receipts: this is a simple money overview, not a complete accounting or tax report. Partial invoice payments are not supported yet.