SimplySend

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

12 articles in this collection
Written by FieldPulse

Creating Estimates and Invoices - SimplySend

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 - SimplySend

Learn how to add a customer in SimplySend

Written by FieldPulse
Updated over a week ago

Importing Customers - SimplySend

Learn how to import your customers into SimplySend

Written by FieldPulse
Updated over a week ago

Managing Your Invoice Item Repository - SimplySend

Learn how to add invoice line items into the system

Written by FieldPulse
Updated over a week ago

Importing Invoice Items - SimplySend

Learn how to import line items you commonly add to your invoices.

Written by FieldPulse
Updated over a week ago

Adding Team Members - SimplySend

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 - SimplySend

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 - SimplySend

Learn how to get paid in SimplySend.

Written by FieldPulse
Updated over a week ago

Sending Online Signature Requests - SimplySend

Learn how to get a signature on your estimate or invoice.

Written by FieldPulse
Updated over a week ago

Calculating Invoice Profitability - SimplySend

Learn how to enter your costs and calculate profit on invoices.

Written by FieldPulse
Updated over a week ago

Attaching Contracts to Your Estimates and Invoices - SimplySend

Learn how to include contracts with your PDF estimates and invoices.

Written by FieldPulse
Updated over a week ago

Reporting and Exporting your Data - SimplySend

Learn how to generate powerful reports

Written by FieldPulse
Updated over a week ago