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Mobile Invoice

Download Mobile Invoice PDF

📂 Accessing Invoices

  1. Tap the menu icon (three lines) in the top left.
  2. Select Invoices from the menu.

Invoices Page

You’ll now see a list of invoices with their status.
Use the tabs at the bottom to filter:

  • All (default view)
  • Paid
  • Unpaid
  • Overdue

By default, you’ll start on the All tab, displaying every invoice regardless of status.

➕ Create a New Invoice

  1. On the Invoices page, tap the + (plus) icon in the top right.

Add a Customer

  • New Customer: Tap the plus icon to add one.
  • Existing Customer: Search or scroll to select from the list.

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

Add Description

Write a short service description, then tap the arrow in the top right to continue.

Note: After an invoice is created and the user performs a sync with OneTrack, an invoice number will be automatically assigned to the job.

📦 Add Items to the Invoice

  1. Select the warehouse to pull items from.
    • Search or select the items you want to add.
  2. Adjust the quantity (QTY) as needed.
  3. To add a new item:
    • Tap the + (plus) icon.
  4. Tap Scan in the top right to scan a barcode (if available).
  5. When done, tap the arrow to proceed.

👀 Preview the Invoice

You’ll see a preview with item details and pricing.

  • By default, line item prices are hidden. Tap Hide line item prices to show or hide price details.
  • To make changes, tap arrow.
  • You can also add:
    • Tax or discount (percentage or fixed amount)
    • Notes for the customer

Tap the check icon in the top right to save.

💳 Payment Options

Tap Pay Invoice to accept:

  • Cash
  • Credit Card
  • Check

📋 Items Tab

Tap the Items tab if you need to add or edit more items.

✍️ Get Signature

On the Signature page:

  • The customer signs the invoice.

Signature Page

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

📧 Send by Email

  1. Tap the envelope icon to email the invoice.
  2. A PDF will be created.
  3. Edit the email message if needed.
  4. Tap the check icon to send and save.

⚙️ More Options

Tap More Options for:

  • Copy: Duplicate the invoice and assign to another customer.
  • Delete: Permanently remove the invoice.

✅ Final Step: Save Invoice

After saving, the invoice will appear on your main Invoice List.