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Quick start

Quick start with Pretii

Follow the steps to set up your business and start issuing invoices & estimates.

Invoicing, estimates, and payments

Invoices

Create invoices, add clients, apply tax, and request deposits.

Estimates

Quote clients faster with line items, markup, discounts, and deposits.

Payments

Accept and track payments (Stripe and PayPal) from one place.

Clients

Add clients and group them to manage document workflows.

Document features and settings

Document features

Templates, signatures, contracts, attachments, and private notes.

Taxes & settings

Add tax rules and customize how your documents calculate totals.

Need help?

If you get stuck, start with the Quick start above or jump directly into the section you need, or say hello at Hello@Pretii.online.