Do you need to organize your concepts and expenses in a budget? With Invoice Home It is easier than you think. This platform allows you to group your concepts in a simple and efficient way, making it easier for you to create detailed and organized budgets. You will no longer have to worry about the confusion that often arises when submitting a budget, because with Invoice Home You will be able to structure your costs in a clear and professional way.

– Step by step -- How to group concepts in a budget with Invoice Home?

• Step 1: Open your account in Invoice Home or sign in to your existing account.
• Step 2: After you log in, click “Quotes” in the navigation bar at the top of the page.
• Step 3: To create a new budget, select “New Budget”.
• Step 4: Fill out basic quote information, such as the client's name, issue date, and any other relevant information.
• Step 5: Next, click “Add Item” to include the concepts or products you want to group in the quote.
• Step 6: Insert the name of the first concept or product in the corresponding field, followed by its quantity, unit price, and any additional details you wish to include.
• Step 7: After adding the first concept, click “Add Article” again to include the next concept or product.
• Step 8: Repeat this process for each concept or product you want to include in the budget.
• Step 9: Once you have added all the concepts or products, you can easily group them by clicking the “Group” button next to each item.
• Step 10: Give the group a name and adjust the quantity if necessary.
• Step 11: Continue grouping the concepts or products in the same way until you are happy with the budget structure.
• Step 12: Review the quote to make sure everything is correct, then click “Save” to finish the process.
• Step 13: Once saved, you can download, email or print the quote depending on your needs.

FAQ

Frequently Asked Questions – How to group concepts in a budget with Invoice Home?

1. How to create groups of concepts in a budget with Invoice Home?

To create concept groups in a quote with Invoice Home, follow these steps:

1. Sign in to your Invoice Home account.
2. Click on “Quotes” in the main menu.
3. Select "Create New Budget."
4. In the quote details section, click “Add Group.”
5. Enter the group name and click "Save."

2. Can I add items to a group in a quote with Invoice Home?

Yes, you can add items to a group in a quote with Invoice Home, following these steps:

1. Once the group is created, click “Add Concept” within the group.
2. Enter the description, quantity, price and any other necessary details.
3. Repeat this step for all the concepts you want to add to the group.
4. Click “Save” to save the concepts to the group.

3. Can you edit or delete groups of concepts in a budget?

Yes, it is possible to edit or delete groups of concepts in a quote with Invoice Home. Here we explain how:

1. Open the budget to which you want to make modifications.
2. Locate the group of concepts you want to edit or delete.
3. To edit, click the pencil icon and make the necessary modifications.
4. To delete, click the trash icon and confirm deleting the group.

4. Can I change the order of the concept groups in a budget?

Yes, you have the option to change the order of concept groups in a quote with Invoice Home. Follow these steps:

1. Open the budget to which you want to make the order change.
2. Locate the group you want to move and click the up or down arrow icon to reorder it.
3. Repeat this step for all the groups you want to reorganize.
4. The groups will be automatically reordered when you save the quote.

5. How can I see a summary of the concept groups in a quote with Invoice Home?

To view a summary of the item groups in a quote with Invoice Home, follow these steps:

1. Open the budget for which you want to see the group summary.
2. In the budget details section, you will be able to see a summary of the groups you have created, including the number of items in each group.

6. Is it possible to export or print a quote with concept groups in Invoice Home?

Yes, you can export or print a quote with concept groups in Invoice Home. Here we show you how:

1. Open the quote you want to export or print.
2. Click “More Options” and select “Export PDF” or “Print” depending on your needs.
3. Choose the export or print options and click “Save” or “Print” to Get the document.

7. Can I add taxes to item groups in a quote with Invoice Home?

Yes, it is possible to add taxes to item groups in a quote with Invoice Home. Here we show you how:

1. Open the budget to which you want to add taxes.
2. In the quote details section, click “More Options” and select “Edit Taxes.”
3. Enter the required information and click “Save” to apply taxes to the concept groups.

8. How can I duplicate concept groups in a quote with Invoice Home?

To duplicate item groups in a quote with Invoice Home, follow these steps:

1. Open the budget from which you want to duplicate concept groups.
2. Locate the group you want to duplicate and click "More Options."
3. Select “Duplicate Group” and the group will be replicated in the budget.

9. Can discounts be added to concept groups in a quote with Invoice Home?

Yes, it is possible to add discounts to groups of concepts in a quote with Invoice Home. Follow these steps:

1. Open the quote to which you want to add discounts.
2. In the quote details section, click “More Options” and select “Edit Discounts.”
3. Enter the required information and click “Save” to apply the discounts to the concept groups.

10. Can I share a quote with concept groups in Invoice Home?

Yes, you can share a quote with concept groups in Invoice Home. Here we show you how:

1. Open the quote you want to share.
2. Click “More Options” and select “Share Quote.”
3. Choose the sharing method, either by link or email, and follow the instructions to send the quote to your clients.

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