Create an Invoice

Creating invoices is an essential part of your company 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 mobile device or from the 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).

iPhone and iPad

  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. Tap on the gray drop down arrow underneath the save button to confirm Invoice numberInvoice date and Due date
  4. Tap on Add client, and then either select a client from your client list or add a new client
  5. Tap on Add items, and then either select an item from your item list or add a new item
  6. If you would like to add an expense to your invoice, tap on Add items, select the expense column and then add an expense
  7. Tap on Attach photos, then select the photo(s) from your photo album or take a new photo
  8. Under the Extra notes section, add any Payment details or Notes 
  9. Tap on the Discount line item to apply a discount by dollar amount or percentage
  10. Tap on Save in top right corner
  11. Preview your invoice
  12. Tap on Email to send

Android

  1. From the home screen, tap on the green plus button in the bottom right corner (you can also create an invoice from your invoice list)
  2. Tap on the white drop down arrow underneath the save button to adjust Invoice numberInvoice date and Due date
  3. Tap on Add client, then either select a client from your client list or add a new client
  4. Tap on Add items, and then either select an item from your item list or add a new item 
  5. If you would like to add an expense to your invoice, tap on Add items, select the expense column and then add an expense
  6. Tap on Attach photos, then select the photo(s) from your photo album or take a new photo
  7. Add any Payment details or Comments 
  8. Tap on the Discount line item to apply a discount by dollar amount or percentage
  9. Tap on Save in top right corner
  10. Preview your invoice
  11. Tap on Email to send

Web

  1. From the home screen in the top right corner, click on the Create button (can also create an invoice from your invoice list by tapping on Add invoice)
  2. Select Invoice
  3. To add a client to your invoice:
    • 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 Close
  4. To add an item to your invoice:
    • 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
  5. If you would like to add an expense to your invoice, select items in your item list that are marked with the tag Expense
  6. Click on Attach photos, then select the photo(s) from your computer to upload
  7. Under the comments and payment details section, add any Comment or Payment details 
  8. In the invoice summary section, set DateTerms and Due date
  9. Click on the Discount line item to apply a discount by dollar amount or percentage
  10. 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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