Create Estimate(s): How do I create an estimate?

Create estimates to manage clients. Creating a new estimate is a straightforward process: a. Create a client b. Create an estimate Create a client 1. Go to Clients tab 2. Click “New Client” 3. Fill in the form (email address is the only required field) 4. Click “Save” Create an Estimate 1. Go to “Estimates”tab

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Turning on Estimate Negotiation

After having created your estimate you may optionally turn on our estimate negotiation feature by following the steps below: 1. Go to Settings > General Settings 2. Check the “Allow your clients to accept estimates and convert them into invoices” then click save. 3. Now, when your clients view your estimates Accept and Reject buttons are visible:

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Sync Your QuickBooks Contacts with BILLIVING Invoicing

To synchronize your QuickBooks customers please follow these steps: 1. Go to Settings > Add-Ons 2. Click the QuickBooks Online link to edit settings 3. Click the “Connect to QuickBooks” button 4. Sign into your QuickBooks Online account. 5. Authorize the synchronization process. 6. Click the “Save” button and your Tokens will be saved. Your

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Sync Your HighRise Contacts with BILLIVING Invoicing

To synchronize your HighRise contacts please follow these steps: 1. Go to Settings > Add-Ons 2. Click the HighRise.com link to edit settings 3. Enter HighRise.com configuration settings 4. Save your changes. Notes: Your account will be synced automatically on every sign-on. Where do I find my HighRise Settings? 1. Once logged into your HighRise

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Sync your AllClients.com contacts with BILLIVING

To sync your AllClients.com contacts follow these steps: 1. Go to Settings > Add-Ons 2. Click the AllClients.com link to edit settings   3. Enter AllClients.com configuration settings   4. Save your changes

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Sync your KarmaCRM.com contacts with BILLIVING

To sync your KarmaCRM.com contacts follow these steps: 1. Go to Settings > Add-Ons 2. Click the KarmaCRM.com link to edit settings 3. Enter KarmaCRM.com configuration settings 4. Save your changes. Notes: Your account will be synced automatically on every sign-on.

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Sync your BaseCamp contacts with BILLIVING

To sync your BaseCamp.com contacts follow these steps: 1. Go to Settings > Add-Ons 2. Click the BaseCamp.com link to edit settings 3. Enter BaseCamp.com configuration settings 4. Save your changes. Notes: Your account will be synced automatically on every sign-on.

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Sync your BatchBook contacts with BILLIVING

To sync your BatchBook.com contacts follow these steps: 1. Go to Settings > Add-Ons 2. Click the BatchBook.com link to edit settings 3. Enter BatchBook.com configuration settings 4. Save your changes. Notes: Your account will be synced automatically on every sign-on.

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Sync your Freshdesk.com contacts with BILLIVING

To sync your Freshdesk.com contacts follow these steps: 1. Go to Settings > Add-Ons 2. Click the Freshdesk.com link to edit settings 3. Enter Freshdesk.com configuration settings 4. Save your changes. Notes: Your account will be synced automatically on every sign-on.

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Sync your LessAnnoyingCRM.com contacts with BILLIVING

To sync your LessAnnoyingCRM.com contacts follow these steps: 1. Go to Settings > Add-Ons 2. Click the LessAnnoyingCRM.com link to edit settings 3. Enter LessAnnoyingCRM.com configuration settings 4. Save your changes. Notes: Your account will be synced automatically on every sign-on.

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