Mobile Invoice

Accessing the Invoices Page

1. Tap the menu icon (three horizontal bars) in the upper-left corner.
2. Select Invoices from the menu.

Invoices Page

On the Invoices Page, you’ll see a list of all available invoices with their current status.

• Tabs at the bottom categorize invoices by status: All, Paid, Unpaid, and Overdue.
• By default, you’ll start on the All tab, displaying every invoice regardless of status.

Creating a New Invoice

On the Invoices Page, tap the PLUS icon in the top-right corner to create a new invoice.

For a new customer:

• Tap the plus icon to add a new customer.

For an existing customer:

• Select the customer from the list or use the search bar to find them.

If the customer has multiple service locations, select the appropriate one.

Start filling out the invoice by adding a description for the service. Tap Done and then select the arrow icon in the top right to proceed.

Adding Items to the Invoice

1. Select a warehouse to source items.
2. Choose items from the list or search for them. Adjust QTY (quantity) as needed.
3. To add a new item:
   • Tap the plus icon.
4. If the item has a barcode, tap Scan at the top right to scan it.
5. When you’re done, tap the arrow button in the top right.

Previewing the Invoice

After adding items, you’ll see the Invoice Preview screen showing part details and prices.

• By default, line item prices are hidden. Tap Hide line item prices to display or hide prices (e.g., unit price and line item discount).
• To edit the invoice further, tap Back.
• Add a tax or discount by percentage or monetary value, and include Notes for the Customer.
• Save the invoice by tapping the check icon in the top right.

Payment Options

Tap Pay Invoice to process payments via Cash, Credit Card, or Check.

Items Tab

Tap on the items Tab to add or edit more items to the Invoice.

Signature

On the Signature Page, the customer can sign the invoice.

Signature Page

• Tap Clear to remove the signature if needed.
• Tap Save to finalize the signature.

Sending the Invoice by Email

Tap on the envelope icon to Mail the invoice.

After tapping on the envelope icon, it will generate an invoice PDF. You can edit the email body and send it to the customer.

Hit the Check icon on the top right to save the Invoice.

More Options

When you tap on ‘More Options,’ you’ll be presented with two choices:

• Copy: The invoice information will be copied, and you’ll be prompted to select a customer to assign the invoice to.
• Delete: This option will permanently remove the invoice.

Save Invoice

After saving, the invoice will appear in your Invoice List.