Question 1

Fast Start

Accepted Answer

You can see the whole process in this video, we also leave you described all the steps one by one, welcome we are here to help you.

With these simple steps you can create your account and initially configure your system to be ready, send the estimates you want and start receiving payments:

Creating your account

1 - You can go to the login of your dashboard, you can enter with your data or create a new account

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/gGkUjANwbF/Custom-dimensions-1080x566-px%20%281%29.jpeg (Custom-dimensions-1080x566-px (1))

2 - In order to create your new account you only have to enter your name, surname, email and phone number, we will send you a verification code by SMS

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/vU3sGPP9Tt/Custom-dimensions-1080x566-px-1.jpeg (Custom-dimensions-1080x566-px-1)

3 - Enter the code and confirm your account, ready you have a new invoice for you account we welcome you with the free membership you can send an unlimited amount of estimate and 10 free invoices for this you just have to finish configuring your profile

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/atczM3kdtN/Custom-dimensions-1080x566-px-9.jpeg (Custom-dimensions-1080x566-px-9)

Initial setup

great thank you for opening an account with us, to be able to start using the system you just have to do an initial configuration it will not take long, this data will be processed by Stripe a platform that allows you to manage your payments with great security, it will be very simple

step 1: create wallet: to create the wallet you just have to go to the tab in your main menu you can press the button and soon the process will begin these data are processed

a) in the first file you will review data such as name, surname, email, telephone are taken from your profile but you can confirm it if you like

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/fqYhEeu9ct/Custom-dimensions-1080x566-px-2.jpeg (Custom-dimensions-1080x566-px-2)

b) in the second part write your birthday, full address, city, state and zip code stripe provides an identity verification system so that the platform is a safe community we will need the last 4 digits of your social security, these data are treated with extreme caution

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/pweh7NCKQ7/Custom-dimensions-1080x566-px-3.jpeg (Custom-dimensions-1080x566-px-3)

c) part of our benefits will be to help you in the near future with your tax returns, to confirm your account we must have what your economic activity is and a brief description of your product, confirming your account requires that you upload an image of your ID on the side of the front and back, with this stripe will confirm your identity and you can manage your accounts with total freedom

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/IaiINkH7Qm/Custom-dimensions-1080x566-px-8.jpeg (Custom-dimensions-1080x566-px-8)

d) Finally you can attach your bank account by writing the routing number and confirming your bank account number

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/81yjJdXBiX/Custom-dimensions-1080x566-px-5-1.jpeg (Custom-dimensions-1080x566-px-5-1)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/srLSA2bSmw/Custom-dimensions-1080x566-px-6.jpeg (Custom-dimensions-1080x566-px-6)

Congratulations, you have managed to finish the process and you can now receive money from your electronic invoices

step 2: complete your profile, write data that will personalize your estimates and invoices at the time of sending the documents you can go to the tab in the drop-down menu and fill in everything you need, you can also fill in your file with your company data in the business section so that your invoice has your logo and the name of your business

Question 2

How to create an estimate, invoice or recurring charge?

Accepted Answer

To facilitate the use of this platform, a practical sheet has been created and with all of them with similar steps, if you learn to create an estimate you will be able to create any type of document, after following the steps described in the quick start guide you will be ready to send estimates or invoices, the process is very simple.

Starting to create all the estimates you want, saving, editing, sending or deleting them is very simple, when your client accepts the charges you send, they automatically have access to the invoice to be able to make the payment. We will help you get started, you can go to the estimates tab on the top right is the button to create an estimate

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/a8XiM8ZCOb/Custom-dimensions-1080x566-px-10-1024x537.jpeg (Custom-dimensions-1080x566-px-10-1024x537)

Step 1: the form will open to start, remember that the fields of this step are auto-completed with your profile data, you can edit them if you want to change something, with this information the personalized electronic document that your client will receive will be filled in, if you want to save data of your business you can do it just by completing the company section

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/xCKvQ2fGSn/Custom-dimensions-1080x566-px-11-1024x537.jpeg (Custom-dimensions-1080x566-px-11-1024x537)

Step 2: the next thing is to complete the data of your client, you have the option to save the records of all your clients and select it in this tab to auto fill in the fields or write the data manually without any problem, this data will be used to appear in the digital document.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/vpATgf9XJG/Custom-dimensions-1080x566-px-12-1024x537.jpeg (Custom-dimensions-1080x566-px-12-1024x537)

Step 3: step three is to create the body of the invoice, the description of all the charges and present all the necessary calculations, you will find the net data (the total) that you can withdraw to your bank account whenever you want from your digital wallet , you can create as many items (products) as you want.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/qtGWUZkZPK/Custom-dimensions-1080x566-px-14-1024x537.jpeg (Custom-dimensions-1080x566-px-14-1024x537)

Step 4: review the information, confirm your details, those of your client and all the charges on the invoice, if everything is correct you can save the record to send it later or save and send it right away, your client will receive an email with your estimate an electronic document with which you can make your payment quickly and easily.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/w8W2DPW7tE/resources/UypCIH39YV/Custom-dimensions-1080x566-px-15-2-1024x537.jpeg (Custom-dimensions-1080x566-px-15-2-1024x537)

Fast Start

How to create an estimate, invoice or recurring charge?

Not many results?