You can easily create an invoice in a few clicks. To do so you just need to:

  • Click on the plus icon.

  • Choose a customer you want to invoice from your pre-existing list. If the customer is not there you can add new ones by clicking on the plus icon.

  • Edit the invoice due date if needed. Please note, the due date will default to the payments terms selected on the customer profile or, when that is not available, to the terms on your Settings.

  • Add a description for the invoice.

  • Add one or more items you are invoicing for.

  • Review your invoice and add any attachments if needed.

  • Tap on "Create" .

Your invoice is ready to be shared!

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