Guide

After you sign up, Greenlit asks for your business details. These appear at the top of every quote.

• Country: sets your currency, the name of your sales tax (VAT, GST, sales tax…) and your usual rate. You can change any of them.
• Language: the language Greenlit uses for you and for the emails it sends your customers.
• Kind of work: pick “Artist or maker” and Greenlit talks about commissions and pieces instead of quotes and jobs.
• Logo and brand colour: shown on your quotes, request form and emails to customers.
• Deposit: a percentage (25% is common) or a fixed amount, or none. You can change it on any quote.
• Terms: what happens with the deposit, when the balance is due, how changes are handled. Press “Start from a suggested wording” for a starting point.
• Bank details: optional. Shown to customers if you're not taking cards, or as another way to pay.

You can change all of this later in Settings.

In Settings, press Connect Stripe. Stripe asks for a few details about you and your bank account, which takes about five minutes. If you already have a Stripe account, you can sign in and use that one.

Once Stripe says you're ready, Settings shows “Card payments are on”. Customers can then pay by card, Apple Pay or Google Pay, and the money goes to your Stripe account.

Want more ways to get paid? In your Stripe dashboard, go to Settings then Payment methods and switch on PayPal, Pay by Bank (paid straight from the customer's banking app, usually with lower fees), Klarna (pay later) or others. They appear on your quotes automatically, with nothing to change in Greenlit.

Press New quote, then fill in:

1. Who it's for. Their name, and their email if you'd like Greenlit to send the quote, reminders and receipts for you.
2. What the job is. A short title they'll recognise, and any details: what's included, what isn't, how long it'll take.
3. The price. Add one line or several (labour, materials, extras). Totals, tax and the deposit work themselves out as you type.
4. The small print. How long the quote is valid for and your terms. Artists can set how many rounds of changes are included.

Press Save and share, or Save as draft to finish it later.

The quote page gives you a few ways to send it:

• Share (on phones) opens your phone's own share menu, so you can send it by Messages, WhatsApp, Mail, Messenger or any other app.
• Copy the link and paste it anywhere.
• WhatsApp or Text message opens a ready-written message with the link in it. Pick the customer from your contacts.
• Email it for me sends it from Greenlit with your business name. Replies come straight to you.

Press See what they see at any time to check the quote exactly as your customer will.

A tidy page with your logo, the price and your terms, in your customer's own language. They type their name, tick to agree to your terms and press Accept and pay deposit. Stripe's secure payment page opens, and when they've paid they come back to a thank-you message and get a receipt by email.

If it's not for them, they can press “No thanks” and say why.

You get an email when they open it, when they accept or decline, and when they pay.

Your quote list shows where everything stands: waiting for an answer, go-ahead given, paid. The figures at the top show what's waiting for an answer and what's still owed on accepted work.

If a customer pays in cash or by bank transfer, open the quote and press They paid another way to record it. They'll get a receipt.

On any accepted quote, write a line, add a photo and press Post update. Tick Ask them to approve it and your customer gets buttons to approve it or ask for changes. You get an email with their answer.

Artists use this for the sketch and first colours; trades use it to agree changes as they go.

When the work is done, open the quote and press Job finished: ask for the balance (“Piece ready” for artists). Your customer gets an email, and the same link now asks them to pay what's left. When it's paid, the quote moves to Paid.

In Settings you'll find your own request link, a form where people describe what they want and leave their name and email. Put it on your website, Facebook page or Instagram bio.

New requests appear in Requests and you get an email. Press Make a quote and their details are filled in for you.

Go to Settings, find Accounts software and press Connect. Sign in to your accounts software and let Greenlit in.

1. Check the choices Greenlit uses: your sales account, tax rate, and where card and cash payments go. Greenlit picks sensible ones for you.
2. When a customer pays a deposit, or you ask for the balance, Greenlit creates the invoice in your accounts.
3. Each payment is recorded against that invoice, so it shows as paid once the money is in.

Each quote shows whether it's in your accounts, with a button to send it straight away. Using different software? Download a spreadsheet (CSV) of every quote from Settings.

Most tradespeople know plenty of others: the electrician you call in, the plasterer who follows you, the joiner down the road. Artists know other artists. If they'd find Greenlit useful, you can earn from recommending it.

1. Sign up free at Amethyst Partners and choose Greenlit.
2. Copy your own Greenlit link and share it by WhatsApp, text, Facebook or on your website.
3. When someone signs up through your link within 30 days and goes Pro, you earn 20% of every payment they make, for as long as they stay.

Payouts go out on the 1st of each month once you've earned £10, by Stripe, PayPal or bank transfer. You'll find Earn 20% in Greenlit's menu.

Greenlit works in your phone's web browser, so there's nothing to download from an app store. Add it to your home screen and it opens full screen with its own icon, just like an app.

iPhone or iPad

1. Open Greenlit in Safari and sign in.
2. Tap the Share button (a square with an arrow pointing up). It's at the bottom of the screen, or behind the ••• button.
3. Scroll down and tap Add to Home Screen.
4. Tap Add.

In Chrome on an iPhone, the Share button is at the top right, next to the address bar. The rest is the same.

Android phones

1. Open Greenlit in Chrome and sign in.
2. Tap the ⋮ menu at the top right.
3. Tap Add to Home screen or Install app, then Add or Install.

On a Samsung phone using Samsung Internet, tap the ☰ menu at the bottom, then Add page to and Home screen.

Greenlit now has its own green icon. The first time you open it from there, you may need to sign in again.