Making and sending an invoice

Where: iPhone and iPad app and Website

An invoice is made in two parts: first you save it, then you send it. Nothing goes to your customer until you send it.

On the iPhone app

  1. Go to the Invoices tab and use the + button.
  2. Use Choose a client, or add a new one.
  3. Under What you did, add each line: what it was, how many, and the price.
  4. Check the Running total.
  5. Use Save invoice.
  6. Use Email this invoice, then confirm. Your customer gets an email with the PDF.

On the website

  1. Use Invoices, then + Create New Invoice.
  2. Choose the client and add each line with + Add Another Item.
  3. Use Save Invoice.
  4. On the invoice, use Send.

Good to know

  • The total updates as you type, so you always see what the customer will be asked to pay.
  • Sent it to the wrong email? Change the client's email and use Send it again.

Something not working the way this says? Tell me and I will put it right.

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