If you need to send out quotes or estimates to clients on a regular basis as part of your business, until this feature becomes available on Albert, here’s a workaround method you can use:
- Create an invoice as normal, by tapping on the circular, teal button with the ‘+’ sign at the bottom of the Albert home screen.
- On the invoice creation screen, tap on the invoice reference number at the bottom left-hand corner.
- Change the number to say ‘Quotation’ or ‘Estimate’ and whatever additional numbering system you prefer to use for your quotes/estimates.*
*Please note that by generating quotes using the method highlighted above, this will affect your revenue total amounts on the Overview screen on the app. (The Overview screen is accessed via the graph icon at the top right-hand corner of the home screen).