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Mobile App: How to Create an Invoice

 

1. Log in with your InvoiceASAP username and password. 

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2. Click New Invoice. 

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3. Click on + Sign to add a customer. 

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

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5. Click + to add a new customer. 

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6. Click on + sign to add a Job/Location for the customer. (Jobs/Locations are only for Plus & Biz accounts)

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7. Select an existing Job/Location. 

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8. Click + sign to create a new Job/Location.  

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9. Tap + sign to add items. 

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10. Type in Product or Service name and search. 

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11. Edit/add item details and tap done. 

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12. Click + sign to add a new item. 

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13. Create a new item name, price, qty, description and add tap Save Item & Display.  

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 14. Keep current tax rate or select another one. 

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15. Edit comments if you need. 

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16. Click Save.  

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