SimplySend

Learn how to use SimplySend to create and send powerful estimates and invoices.

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13 articles in this collection
Written by FieldPulse

Creating Estimates and Invoices

Learn how to set up estimates and invoices and send them to your customers.
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Written by FieldPulse
Updated over a week ago

Creating a new customer profile

Learn how to add a customer in SimplySend
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Written by FieldPulse
Updated over a week ago

Importing Customers

Learn how to import your customers into SimplySend
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Written by 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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Written by FieldPulse
Updated over a week ago

Importing Invoice Items

Learn how to import line items you commonly add to your invoices.
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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.
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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.
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Written by FieldPulse
Updated over a week ago

Send Online Payment Requests and Take Mobile Payments

Learn how to get paid in SimplySend.
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Written by FieldPulse
Updated over a week ago

Sending Online Signature Requests

Learn how to get a signature on your estimate or invoice.
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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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Written by FieldPulse
Updated over a week ago

Calculating Invoice Profitability

Learn how to enter your costs and calculate profit on invoices.
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Written by FieldPulse
Updated over a week ago

Attaching Contracts to Your Estimates and Invoices

Learn how to include contracts with your PDF estimates and invoices.
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Written by FieldPulse
Updated over a week ago

Reporting and Exporting your Data

Learn how to generate powerful reports
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Written by FieldPulse
Updated over a week ago