Invoice Quickly: Sending invoices in minutes

1. Access Quick Invoice: On your dashboard, click "Quick Invoice." 
2. Client Details: Add a new client or select an existing one. 
3. Project Info: Enter the project name, description, and preferred currency. 
4. Add Work Items: Specify the service, quantity, and rates. 
5. Financials: Set the due date, payment method, and service fee sharing. 
6. Preview and Send: Review the invoice before sending it to the client. Juuli will handle tracking and follow-ups. 

Duplicate invoice feature for recurring projects 

If you regularly send invoices with similar details, the "Duplicate Invoice" feature saves time by letting you copy an existing invoice and edit it as needed. 

Steps to Duplicate an Invoice: 

1. Go to the "All Invoices" tab in your dashboard. 
2. Right-click the three-dot icon next to the invoice you want to duplicate. 
3. Select "Duplicate" from the menu. 
4. Edit the invoice details if necessary (e.g., dates, amounts). 
5. Save and send the new invoice. 

Use Cases: 

• Perfect for recurring services or monthly retainer agreements. 
• Easily modify specific details while keeping the original structure.