Create an Invoice

Creating an invoice is an essential process that helps 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

iphone.jpg

  1. From the home screen, tap on the Create button (you can also create an invoice from your invoice list by tapping on 'Create 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:
    • 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
    • Click into the Client name field, and select a client from your client list that appears in the dropdown or type in a new client name
  5. Items:
    • Tap on Add items, and then either select an item from your item list, or add a new item by tapping on the + symbol in the top right corner
    • If you would like to add an expense to your invoice, tap on Add items, select the expense column, and then select the expense you wish to add
  6. Balance:
    • Tap on Add discount if you wish to add an discount, and indicate if it is a unit value or a percentage
  7. Payment Details:
    • Under your balance, you will see the option to accept online payments. Tapping this will open a drop-down menu that allows you to toggle on card payments and PayPal
    • On the Pro Plan and up, you can toggle on Payment reminders to send your client a reminder at set intervals
    • Tap in the Payment details box to add notes such as a bank account number, or instructions on how you wish to receive payment
  8. 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

Once you are done saving your invoice, a floating action bar will appear at the bottom of the screen that will allow you to Email, Message, Sign, Print, and other options. To preview your invoice, tap on Preview at the top right.

 

Web

  1. From the home screen in the top right corner, click on the Create button (you can also create an invoice from your invoice list by tapping on Add 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 where it says, "Type a description or search your item list"
    • Either select an item from your item list that appears in the dropdown or type in a new item name
    • Select Save to item list
    • Click Add item
  6. Additional Details:
    • If you would like to add an expense to your invoice, select items in your item list that are marked with the tag Expense
    • 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 details
    • Click on Save and close in top right corner

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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