Create an Invoice

Knowing how to create an invoice is essential for managing your business. It allows you to record the business you've completed, stay organized, save time and get paid faster.

You can create an invoice from either your iOS or Android device, or from our web app on your computer.

The following steps walk you through how to create an invoice — the steps below are similar for all of your document types (estimates, purchase orders and credit memos). Also check out our sample invoice template here! 

iPhone, iPad, and Android

  1. From the home screen, tap on the Invoice button Screen_Shot_2020-09-27_at_3.27.45_PM.png (you can also create an invoice from your invoice list by tapping on '+')
  2. This will bring you to the invoice edit screen, where you can tap on each field to add details for your invoice
  3. Client information:
    • Tap on Add client, and then either select a client from your client list, or add a new client by tapping on the + symbol in the top right corner
    • You can also search for a client by typing their name into row labeled Who is this for
  4. Items:
    • Tap on Add items, and then either select an item from your item list by tapping on Search at the bottom of the screen, or add a new item by typing in a new item name. You can also search for a saved item by typing its name into the Item Name row 
    • If you would like to add an expense to your invoice, tap on Add items, then Search at the bottom of the screen, followed by tapping on the Expenses column and selecting the expense you wish to add
  5. Balance:
    • Tap on Discount if you wish to add an discount, and indicate if it is a unit value or a percentage
  6. Payment Details:
    • Under your due date, you will see the options to accept card payments and or PayPal. Toggling on these options will allow card payments, PayPal, or both
    • Tap in the Payment details box to add notes such as a bank account number, or instructions on how you wish to receive payment
    • Deposit Request: Below the payment details, you can add a deposit request to your invoice by adding an amount as either a percentage or fixed rate, and then tapping Save in the top right corner. Additionally you can add this deposit request to future invoices by toggling on Add to future invoices at the bottom
  7. Additional Details:
    • Tap in the Comments box to add notes to the bottom of your document
    • Tap on Attach photos, then select the photo(s) from your photo album or take a new photo
    • Tap on Save in top right corner to manually save your invoice. 

Once you are done saving your invoice, tap the green next button at the bottom of the screen to be brought to the preview & manage screen. 

From the preview and manage screen, you have the option to set up recurring invoices (unlimited plan only), add a payment, print the invoice, and other options. This is also where you will send out your invoice. Tap on the green Send button and you will then choose how you would like to deliver the invoice. To preview the invoice in full screen mode, tap on the image of the invoice on the top of the screen. To go back to the edit screen, simply tap Edit in the top right corner. To exit the invoice, tap on the green x in the top left corner.

 

Web

  1. From the home screen, click on the Create button in the top right corner (you can also create an invoice from your invoice list by clicking on Create an Invoice)
  2. Select Invoice
  3. This will bring you to the invoice edit screen, where you can tap on each field to add details for your invoice
  4. Client information:
    • Click on Add client
    • Click into the Client name field where it says, "Enter a billing name or search your client list..."
    • Either select a client from your client list that appears in the dropdown or type in a new client name
    • Click Save client
  5. Items:
    • Click on Add items
    • Click into the field called Item name
    • Either select an item from your item list that appears in the dropdown or type in a new item name
    • Select Save
    • The same steps will be followed for expenses, time entries, and appointments
  6. Additional Details:
    • Click on Attach photos, then select the photo(s) from your computer to upload
    • Under the comments and payment details section, add any Comment or Payment instructions
    • Click on Save and close in top right corner to save the invoice for later, or proceed with the following steps to send the invoice

Once the invoice is ready, you can click on Preview at the top of the screen to view a preview of the completed invoice. When you are ready to send the invoice, click on Send at the top of the screen. From this page, you can enable card payments, PayPal, or both, in addition to setting up payment reminders, deposit requests, or adding a payment to the invoice. 

When you are ready to send the invoice, click on the green Send Invoice button on the right, and your invoice will be sent out via email. 

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