How To Send Estimates And Invoices In 5 Minutes Or Less

Make things simpler for your business with invoicing on Kuda Business.

How quickly did you send your last estimate or invoice?

Did it take forever? We know how frustrating that can be. Using invoicing on Kuda Business can make things simpler.

Before we show you how to send estimates and invoices on Kuda Business, let’s explain what they are.

Estimates are rough ideas of how much money will be spent on a project while invoices are the actual cost of work done.

What an estimate looks like on Kuda Business.

To send an estimate, follow the steps below:

1. Sign in to Kuda Business here.
2. Tap Invoicing, then tap Estimate.
3. Tap Add Estimate.
4. Tap Add Customer, then choose an existing customer from your directory or tap Create Customer.
5. Tap Next, then give your estimate a title.
6. Tap Next, then set the due date for the estimate.
7. Tap Next, then add items to the estimate or choose from existing items in your inventory.
8. Type in the amount and add the VAT, then tap Continue.
9. Tap Send.

What an invoice looks like on Kuda Business.

To send an invoice, follow the steps below:

1. Sign in to Kuda Business here.
2. Tap Invoicing, then tap Invoice.
3. Tap Add Invoice
4. Tap Add Customer, then choose an existing customer from your directory or tap Create Customer.
5. Tap Next, then give your invoice a title.
6. Tap Next, then set the due date for the invoice.
7. Tap Next, then add items to the invoice or choose from existing items in your inventory.
8. Type in the amount, add VAT, additional charges and discount, then tap Continue.
9. Tap Send.

These are several things you can do with invoicing on Kuda Business:

• Send estimates and invoices by email.
• Convert an estimate into an invoice.
• Give your customers options to settle an invoice — their debit card, a bank transfer, or direct payment into your Kuda Business account.
• Track the status of your invoice and send payment reminders.

Your business survives on money and making invoicing simpler allows you to focus on what matters: growing.