Customer documents and communication: guides

204 guides in this section. Pick the question closest to yours, or browse by tool.

• How to write a quotation clients say yes toWhat a quotation must include, how to apply discount and tax in the right order, with a worked example and a PDF in Arabic or English.
• What to include in a simple invoiceA checklist of what a simple invoice should include, how it differs from a receipt, and when you need a certified e-invoicing system instead.
• How to create a WhatsApp link with a pre-filled messageHow to create a WhatsApp link that opens a chat with your number and a ready-written message, and why the leading zero must be removed.
• QR codes for your shop: Wi-Fi, links and contact cardsHow to create a QR code for your Wi-Fi, your store link or a contact card, what makes a code easy to scan, and when not to publish one.
• How to issue a payment receipt as a PDFHow to issue a receipt for money received as a PDF in Arabic or English, what details it should carry, and when you need an invoice instead.
• How to prepare a purchase order for your supplierHow to prepare a clear purchase order for a supplier with the agreed items, quantities and prices, plus shipping, tax and a correct total, in Arabic or English.
• How to prepare a packing list for your shipmentWhat a packing list is, how it differs from an invoice, and how to prepare one as a PDF listing packages, weights and what each package holds.
• How to summarise your store expensesHow to gather your store expenses by hand or from a CSV file and see totals per month and per category, without two currencies being added into one wrong number.
• How to calculate work hours and payHow to work out daily hours after breaks, shifts that run past midnight, and total pay including overtime, with worked examples.
• How to make an Arabic and English email signatureHow to build a professional email signature in Arabic, English or both, paste it into Gmail or Outlook, and why it looks different from one email program to another.
• How do I quote a wedding shoot charged by the hour plus a printed album?How a wedding photographer can quote hours of coverage and a printed album in one document, with a worked example in SAR and a ready PDF.
• On a quote, is a 10% discount or a flat 500 off the better offer?A worked comparison of a percentage discount and a fixed discount on the same quote, where they break even, and how to try both before you send it.
• Why does the quote tool reject my discount as larger than the subtotal?Why the quotation generator shows ‘The discount is larger than the subtotal’, the three usual mistakes behind it, and how to fix it in seconds.
• How do I send a quote in US dollars to a client abroad with no VAT line?How to prepare a USD quote for an overseas client, and why leaving the tax field empty is not the same as typing zero, with a worked freelancer example.
• Should my quote to a Dubai company be in English, Arabic or both?What actually changes in the PDF when you choose Arabic, English or bilingual in the quotation generator, and how to choose based on who reads the quote.
• How do I prepare a quote in Kuwaiti dinars with fils to three decimals?How the quotation generator handles the Kuwaiti, Bahraini and Jordanian dinar and the Omani rial with three decimals, with worked rounding examples in fils.
• Are my prices and client details uploaded anywhere when I make a quote online?Where client names and prices go when you build a quote on ToolSahla, what stays inside the PDF itself, and what is lost if you close the page.
• How do I price a translation job per word in a formal quote?How a translator who charges per word can build a formal quote: the word count as the quantity and the per-word rate as the unit price, with a worked example.
• How do I show a 50% upfront, 50% on delivery payment split on a quote?A quote shows one total, so where does the payment schedule go? How to work out each installment from the total and write it in the notes, with an example.
• Why won't the quotation tool accept my valid-until date?Why the ‘Valid until’ field says the date cannot be earlier than the document date, the mistakes that cause it, and how to choose a sensible validity period.
• How do I quote chairs and tables for an event that runs three days?How to price multi-day chair and table rental in a quote where each line has one quantity and one price: per event, or pieces × days, with a worked example.
• Should a free extra go on the quote at zero or be left off?Three ways to show a free service or gift on a quote: a zero-priced line, a note, or a priced line with a matching discount, and what each does to the figures.
• Why is my quote total one cent off from the same sum in Excel?The tool rounds each line to the smallest unit and then adds, while a spreadsheet often adds first. A worked example of the gap and how to make your sheet match.
• How do I limit revisions and state what is excluded in a logo design quote?How a designer can control scope in a quote: extra revision rounds as a priced line, and what is and is not included in the notes, with a worked example.