napps Tool Introduction vol.6 [ Invoice and Quotation Creation ]

In situations like this

You want to send invoices or quotations to business partners,
but you don't have enough transactions to justify contracting accounting software.
It's also tedious to adjust the layout in Word or Excel each time.
Isn't there a scene where you want to quickly prepare a PDF with items, consumption tax, payment deadline, and transfer destination all set?\

With "Invoice/Quotation Creation," you can input on your browser, preview while viewing, and download the PDF directly.

How to use
\

1. Select an invoice or quotation, and enter the issue date, payment deadline (or validity period for quotations), recipient, and sender.\
2. When you add items, the amount is calculated automatically, and you can confirm the finish in the preview.\
3. Add tax rate, transfer destination, and remarks as needed, then download the PDF.\

With "Create New," you can start creating the next document while keeping the sender's profile and other information saved.

Key points

・You can confirm the PDF preview on the right side (bottom on smartphones) while inputting.
・It supports consumption tax (10%/8%/0%), transfer destination, and payment deadline.
・Sender information can be remembered on your device, so you'll have less re-typing each time.

こんなときに

取引先へ請求書や見積書を送りたいけれど、
経理ソフトを契約するほど取引は多くない。
WordやExcelで毎回レイアウトを直すのも手間です。
品目・消費税・支払期限・振込先まで整ったPDFを、さっと用意したい場面はありませんか。

「請求書・見積書作成」なら、ブラウザ上で入力してプレビューを見ながら、そのままPDFをダウンロードできます。

使いかた
\

1. 請求書か見積書を選び、発行日・支払期限（見積は有効期限）・宛先・差出人を入力します。\
2. 品目を追加すると金額が自動計算され、プレビューで仕上がりを確認できます。\
3. 必要に応じて税率や振込先・備考を入れ、PDFをダウンロードします\

「新規作成」では差出人などのプロフィールを残したまま、次の書類を作り始められます。

ポイント

・入力しながら右側（スマホでは下）のPDFプレビューで確認できます。
・消費税（10%／8%／0%）・振込先・支払期限に対応しています。
・差出人情報は端末に覚えておけるので、毎回の打ち直しが減ります。