Documents
← All docsCreate quotes, invoices, and letters for your customers.
Creating a Proposal
Proposals allow you to present structured work, scope, and pricing information to your customers in a clear, professional format. Unlike estimates or…
Creating an Estimate
Estimates allow you to provide customers with an approximate cost for work before the final price is confirmed. They are ideal for…
Creating a Quote
Quotes are created and edited inside the Document Designer. Navigate to: My Business → Document Designer Select: Type: Quote Quotes can be…
Creating an Invoice
Invoices are created inside the Document Designer, just like Quotes. Navigate to: My Business → Document Designer Select: Type: Invoice 🔢 Invoice…
Document Statuses Explained
Every document in JiffyTrade has a status.The status reflects where the document sits in its lifecycle. Understanding statuses is critical for: Workflow…
Locked Documents Explained
JiffyTrade uses a double-locking system to protect document integrity. This ensures your business records cannot be accidentally modified, altered, or permanently removed…
Managing Documents in File Archive
The File Archive is where all documents are stored and managed. You can access it via: My Business → File Archive This…
Sending Documents to Clients
JiffyTrade allows you to send Quotes, Invoices, and Letters directly to your clients via email. This article explains exactly what happens when…
Converting Estimates
Estimates can easily be converted into either Quotes or Invoices without recreating the document. This allows you to provide an approximate price…
Converting Quotes to Invoices
JiffyTrade allows you to convert a single quote into one or multiple invoices. This makes it ideal for: Staged projects Deposit +…
Invoice Payment Workflow
This article explains what happens when an invoice is marked as paid, how locking behaves, and how payment status affects your records.…
Invoice Reminders Explained
JiffyTrade allows you to send reminder emails for unpaid invoices. This helps you maintain professional follow-up without duplicating invoices or altering records.…
Cancelling Documents
Cancelling a document allows you to invalidate it without deleting it. This preserves your audit trail while clearly marking the document as…
Deleting & Recovering Documents
JiffyTrade includes a protected Trash system to prevent accidental permanent data loss. This ensures documents can be recovered before they are permanently…