Create New Document

Select a document type to get started

📄

Invoice

Bill clients for services

📋

Quotation

Estimate for approval

🧾

Receipt

Proof of payment

🛒

Purchase Order

Order materials

🔧

Job Card

Assign & track work

✅

Completion Cert

Certify finished work

💳

Credit Note

Adjust or refund

📊

Statement

Account summary

📦

Delivery Note

Goods delivery record

⏱

Timesheet

Project labour report

📝

Service Agreement

Formal contract

Management

📂

Saved Records

View, manage & link documents

🔒 Business details are locked for staff users.

Client

Select saved client

Client / company

Client address

Contact person

Phone

Invoice details

Invoice #

Status

Issue date

Due date

PO / Ref #

Currency

Quotation details

Quote #

Validity (days)

Issue date

Valid until (optional)

Receipt details

Receipt #

Date

Amount received

Payment method

Reference invoice #

Purchase Order details

PO #

Date

Supplier name

Delivery address

Job Card details

Job #

Job status

Site address

Scope of work

Materials required

Assigned to

Start date

End date

Completion Certificate

Certificate #

Work description

Site address

Completion date

Inspection date

Compliance notes

Credit Note details

Credit Note #

Date

Reference invoice #

Reason

Statement of Account

Period from

Period to

Opening balance

Delivery Note details

Delivery Note #

Date

Delivery address

Received by

Timesheet / Project Labour Report

Employee Grade

Employee name

Period from

Period to

Total hours

Rate (K/hr est.)

⚠️ Payment Terms: All employee payments are on a Project Basis. Rates shown are estimates for project costing purposes.

Service Agreement

Agreement #

Start date

End date

Scope of services

Payment schedule

Terms & conditions

Line items

Description	Qty	Rate	Amt

Tax & discount

Tax (%)

Discount (%)

Payment details

Notes & terms

Legend Electrical

"Your Electrical Services Partner"

INVOICE

INV26-001

DUE

From

Legend Electrical

Bill to

Client Name

Payment info

Issue date

—

Due date

—

PO / Ref

—

Description	Qty	Rate	Amount

Notes & terms

THANK YOU FOR YOUR BUSINESS

Admin Panel

Manage clients, staff accounts, and system settings

👤 Users

Registered accounts

👥 Clients

Saved clients

Your role

Administrator

Access level

📋 Task & Service Library

Manage your standard tasks and estimated pricing. Rates are editable when added to documents. Admin can update default rates here.

Add New Task

Client directory 0

ADD NEW CLIENT

COMPANY NAME

CONTACT PERSON

ADDRESS

PHONE

User accounts 2

ADD NEW USER

USERNAME

PASSWORD

ROLE

DISPLAY NAME

Access levels

🛡️ ADMINISTRATOR

✓ Create & edit invoices
✓ Edit business details
✓ Manage clients
✓ Manage users / staff
✓ Full system access

👷 STAFF

✓ Create invoices
✓ Select saved clients
✓ Add line items
✓ Download / print PDF
✗ Edit business details
✗ Manage clients / users

Create New Document

Document type

Your business

Client

Invoice details

Quotation details

Receipt details

Purchase Order details

Job Card details

Completion Certificate

Credit Note details

Statement of Account

Delivery Note details

Timesheet / Project Labour Report

Service Agreement

Line items

Tax & discount

Payment details

Notes & terms

INVOICE

Admin Panel

📋 Task & Service Library

Client directory 0

User accounts 2

Access levels

📂 Saved Documents

Invoice & BillingManagement Portal

Welcome back

Create New Document

Document type

Your business

Client

Invoice details

Quotation details

Receipt details

Purchase Order details

Job Card details

Completion Certificate

Credit Note details

Statement of Account

Delivery Note details

Timesheet / Project Labour Report

Service Agreement

Line items

Tax & discount

Payment details

Notes & terms

INVOICE

Admin Panel

📋 Task & Service Library

Client directory 0

User accounts 2

Access levels

📂 Saved Documents

Invoice & Billing
Management Portal