Invoice and Agreement

This tutorial guides you through the Invoice and Agreement feature.

Preparation

1. Plan the type of business document and required content: agreement, quotation, invoice, receipt, contract, or order.

Step-by-Step

1. Click "Invoice and Agreement" in the left menu.
2. Create a business document (this tutorial uses "Quotation" as an example).

3. Enter the required business document data on the left (typically client information), and review the preview on the right.

4. After confirming the preview, click "Save and Download" to get the final file.

For business document template settings, refer to the following:

• PDF Settings: configure document color, layout, legal clauses, and header/footer notes.
• Company Information: configure your secretary company's details, including name, address, and logo/seal.
• Service Items: configure service names, descriptions, and prices, such as Hong Kong company incorporation, accounting and audit support, and company bank account setup.