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SimplySend
SimplySend
Learn how to use SimplySend to create and send powerful estimates and invoices.
13 articles in this collection
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FieldPulse
Creating Estimates and Invoices
Learn how to set up estimates and invoices and send them to your customers.
Written by
FieldPulse
Updated over a week ago
Creating a new customer profile
Learn how to add a customer in SimplySend
Written by
FieldPulse
Updated over a week ago
Importing Customers
Learn how to import your customers into SimplySend
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FieldPulse
Updated over a week ago
Managing Your Invoice Item Repository
Learn how to add invoice line items into the system
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FieldPulse
Updated over a week ago
Importing Invoice Items
Learn how to import line items you commonly add to your invoices.
Written by
FieldPulse
Updated over a week ago
Adding Team Members
Learn how to add members of your team to create their own estimates and invoices.
Written by
FieldPulse
Updated over a week ago
Send PDF Estimates and Invoices by Email
Learn how to email your estimates and invoices to customers.
Written by
FieldPulse
Updated over a week ago
Send Online Payment Requests and Take Mobile Payments
Learn how to get paid in SimplySend.
Written by
FieldPulse
Updated over a week ago
Sending Online Signature Requests
Learn how to get a signature on your estimate or invoice.
Written by
FieldPulse
Updated over a week ago
Creating and Sending Customer Communications
Learn how to set up email templates and send them
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FieldPulse
Updated over a week ago
Calculating Invoice Profitability
Learn how to enter your costs and calculate profit on invoices.
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FieldPulse
Updated over a week ago
Attaching Contracts to Your Estimates and Invoices
Learn how to include contracts with your PDF estimates and invoices.
Written by
FieldPulse
Updated over a week ago
Reporting and Exporting your Data
Learn how to generate powerful reports
Written by
FieldPulse
Updated over a week ago