Mobile App: Create an Invoice

1.  Tap New Invoice. 

2.  Tap on the Plus icon to add a customer. 

3.  Type in the customer name and search from your customer list. 

4.  Or tap on the Plus icon to create a new customer. 

5.  After adding the customer, tap on the Plus icon to add a job.  

(Jobs/Locations are only for Plus & Biz accounts)

6.  Select an existing Job/Location. 

7.  Or tap the Plus icon to create a new Job/Location.  

8.  Tap the plus icon to add a new item. 

9.  Type in Product or Service name to search, then tap the item you want.

10.  Or tap on the Plus icon to create a new item. 

 

11.  Update/enter the name, price, quantity or description,  then tap the Done button.

12.  Tap Save.