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Support
Dashboard
Dashboard

Website
Pricing
Portal

Getting Started

Quick start with Pretii
Creating an account
Create a Business
Select currency
Dashboard

Invoices

Create an invoice
Save a invoice
Send an invoice
Add client to invoice
Add line item to invoice
Markup to invoice
Discount to invoice
Request a deposit
Payment Schedule
Add tax to invoice
Add tip to invoice

Estimates

Create an estimate
Save an estimate
Send an estimate
Add client to estimate
Add line items to estimate
Add markup to estimate
Add discount to estimate
Request a deposit
Payment schedule
Add tax to estimate

Document features

Accepting online payments
Cover processing fee
Let customer add a tip
Auto-generate invoice
Signatures
Add contracts
Additional notes
Photos
Attachments
Private notes
Create document template
Duplicate template
View or print document
Delete Document

payments

Add payments
Onboard with Stripe
Onboard with Paypal

QuickBooks

Add to Quickbooks
Sync with Quickbooks

Client

Add client
Group Clients

Items

Add items
Group items

Tax

Add tax

Subscription

Available plans
Start a plan
Upgrade your plan
downgrade your plan
Cancel your plan
Manage your plan

Portal

create your own portal
customise your portal

notifications

notification emails

Account

Manage account
update business details
Delete Account

Settings

Add Social links
Styling your documents
Add Taxes
Add Line item markup
Add contracts

Private notes

Document features

Private notes

Keep internal notes private in Pretii so only your team can see them.

Private notes

Use Pretii private notes to keep internal context without sharing it with clients. Learn more at pretii.online.

Attachments Create document template

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