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Access Invoice page
To access the Invoice Page, Tap the three horizontal bars on the upper left and look for Invoices.
Create New Invoice
Here on the Invoice Page, you will see the list of invoices along with their status. To create a new one, click on the PLUS button at the top right.
Swipe left on an invoice to mail, delete, sign, or copy the invoice. If using an android phone press and hold the invoice.
Select the customer that you would like to make the invoice for. You can either use the Search field or select them manually from the list.
You can also create a new customer by hitting the (+) plus button on the top right, it will redirect you to create a new customer.
You have now started an empty invoice for that customer. You need to add a description for the invoice in order to proceed. After adding a description click done and click on the arrow icon on the top right corner.
Now that you have added a description, you will be able to select which warehouse the items are coming from. After selecting which warehouse you’re going to get the items from, toggle on the items you would like to add to the invoice or you can search for the item in the search bar. You can also use the barcode scanner on the top right.
Note that you can also edit the quantity and price of the item.
Click on the arrow icon on the top right to proceed.
Add Discount or Tax
You will be brought to the preview of the invoice that you have created. Here, you can set the discount amount as well as choose if the discount will be a Dollar discount or a Percent Discount. On the Tax, you would be able to select one from the pre-configured list of tax rates that are available. Once done, hit the Check button in the upper right corner.
Note that you need to save the invoice first before you mail and collect signatures.
Click on the Check icon on the top right to save the invoice.
Once we have saved the invoice, it will redirect you to the Invoice Home Page, you can see that the invoice we created has been added on the list.
Once the invoice has been saved, you notice that it has generated an invoice number (1182). The invoice number can be found below the invoice description.
Click on the invoice to view preview.
After clicking on the invoiced that we saved, you should be able to see its preview. You can edit the invoice if changes need to be made by clicking on the pencil icon on the top right.
You can also see here that we have set up the tax and discount already.
Tap on the green pay button to collect payment.
Once you have tapped the green pay button, you can select which payment method to use. Cash, Credit Card, or Check.
If the customer chooses to pay credit card or check, fill out the necessary information and tap pay.
After Tapping Pay, you will notice that the invoice status has changed to Paid and is now blue.
Tap on Collect Signature.
Here is where you can have the customer put their signature. Tap Clear if they need to remove the signature. Hit Save to finalize the signature.
Tap on the envelope icon to Mail the invoice.
After tapping on the envelope icon, it will generate an invoice PDF with signature and marked paid. You can edit the email body and send it to the customer.