Electronic signature documents
Expenses and income control
App Android/App iOS
In the "Accounting" tab of the Contasimple homepage, click "Create new estimate".
The estimate number will be created automatically in a correlative manner and in chronological order. You can set your serial number as you wish by clicking "Estimate settings".
Date of issue of the estimate. By default, the program will show today. You can change the date through the drop-down calendar.
Estimate validity date. By default, the program will display the validity date at 30 days. You can also select the 60-day, 90-day, no-date option, or put the date you want through the drop-down calendar.
Select your customer from the drop-down list. If you haven't already created it in your database, click "New Client". You only have to select it next time.
You can write the private notes you want. These notes will not be displayed in the estimate.
In the event that a estimate is subject to retention, you can choose the percentage from the drop-down list.
If you want to add notes to your estimate, you can create them by clicking "Manage note information".
Very useful, for example, to add the bank account where you want your customer to make the payment, or to add any other information you want to appear in your estimate. Next time, just select it from the drop-down list.
If you wish, you can sync your Google Drive or Dropbox account with Contasimple so that your estimate is automatically uploaded to your external cloud.
You can type the concept of the product or service, or select it from your catalog by clicking the cursor on the left.
The price, discount and VAT rate will be imported automatically.
Add your products directly from your catalog allows you to keep your stock control up to date.
More information on the catalog of products and services
Click "Add another linet" to create a new concept line.
Unit price of the product or service without taxes. If you select your product or service from your catalog, it will be imported automatically.
Number of units, hours, kg, liters, km… In your catalog you can configure the type of unit for each of your products or services.
You can set discounts on a specific product or service in your catalog, or add it manually.
You can set the VAT rate in your catalog, or select it from the drop-down list.
If you have selected the Canary Islands, Ceuta or Melilla as your tax region, you will have the option of IGIC or IPSI respectively.
If you have selected a personal income tax withholding rate, it will be automatically calculated.
Click "Show Advanced Edition" if you want to add a detailed description of some or all of your estimate items.
Easily add a description for some or all of your items by clicking on the box below each one.
Once you've entered all your details, click "Insert".
You can attach files to link to your estimates.
Simply drag the file to the box, write a description, and save it.
Very useful, for example, to manage all the relevant documents in the corresponding estimate and not lose them, as they will be stored in the cloud.
Manage the status of your estimates. Keep track of their status so you have all the information you need at a glance.
Change the status of your estimate to: created, sent, accepted, rejected, partially invoiced, invoiced or closed.
Click on the red icon to download your estimates in PDF format. You can download them to print, email or deliver to your customer.
In the "View estimate" option you will find a summary of all the data in your estimate.
Invoice your estimate automatically and save yourself the hassle of creating the same estimate.
Create delivery notes from your estimates. Just like turning it into an invoice, you can turn your estimate into a delivery note in one click and make the changes you need.
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