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< Mobile

How do I create Invoices on the mobile app?

Invoices allow you to bill a Client for your products and/or services, and help you keep track of your income in FreshBooks. You can also view the history of the Invoice, as well as communicate with your Client on it.


iOS Devices

Create An Invoice

To create an Invoice using the iOS app, follow these steps:

  1. Tap on the Invoices section
  2. Then tap on the +button in the top right
  3. You’ll now be able to add details to your Invoice: New invoice screen.
    • Invoice Number - This is automatically incremented by +1 for you. If you ever need to change it, you can tap on this to rename it
    • Date of Issue - The date of the Invoice
    • Add Client - Choose the Client you’re sending this Invoice to
    • Add Line - Tap on this to see your existing Items and Tasks to add to your Invoice. You can also create new Items and Tasks with the + symbol at the top right
    • Online Payment - FreshBooks Payments automatically appears here for those who are eligible. To enable a different payment gateway, take a look at this article here
    • Terms - Add any details like standard payment terms
    • Notes (visible to Client) - Add a summary or details if required
    • Add Discount - You can enter a percentage discount which will apply to the whole Invoice
    • Add PO Number - If you’re referencing a PO on this Invoice, add the number here
  4. Tap on Save in the top right to finish.


Send An Invoice

When your Invoice is ready to Send, make sure you have it saved and then use these steps:

  1. Tap on the Send by Email button
  2. Send by email button on invoice screen.
  3. If you have secondary contacts you’d like to also send this Invoice to, tap on the To field and select any additional contacts. Tap on Done to save the changes
  4. Customize your Subject line and Message as needed
  5. Email preview screen.
  6. When you’re ready, press on Send to send the email.


Android Devices

Create An Invoice

To create an Invoice using the Android app, follow these steps:

  1. Tap on the Invoices section
  2. Then tap on the +button in the top right
  3. You’ll now be able to add details to your Invoice: New invoice screen.
    • Client - Choose the Client you’re sending this Invoice to
    • Line Items - Tap on this to add Tasks or Items to your Invoice. You can also create new Tasks and Items with the Create New (Task/Item) button at the top of the list of options
    • Terms - Add any details like standard payment terms
    • Notes (visible to Client) - Add a summary or details if required
    • Online Payment - FreshBooks Payments automatically appears here for those who are eligible. To enable a different payment gateway, take a look at this article here
  4. For more options, tap on the More button to reveal additional fields: More fields for invoice.
    • Date of Issue - The date of the Invoice
    • Invoice Number - This is automatically incremented by +1 for you. If you ever need to change it, you can tap on this to rename it
    • PO Number - If you’re referencing a PO on this Invoice, add the number here
    • Discount - You can enter a percentage discount which will apply to the whole Invoice
  5. Tap on Save in the top right to finish.

Send An Invoice

When your Invoice is ready to Send, make sure you have it saved and then use these steps:

  1. Tap on the Send by Email button
  2. Send by email button on invoice screen.
  3. If you have secondary contacts you’d like to also send this Invoice to, tap on the To field and select any additional contacts. Tap on Done to save the changes
  4. Customize your Subject line and Message as needed
  5. Email preview screen.
  6. When you’re ready, press on Send to send the email.

FAQs

How do I add unbilled Time or unbilled Expenses to the Invoice?

iOS Devices

When you create an Invoice, select a Client. This will trigger the account to look for any unbilled Time and/or Expenses. If there are any, you will receive a pop-up notification asking you if you’d like to add them to this Invoice:

Pop up indicating unbilled time and expenses to add to an invoice.

Simply choose Add and the specific Time and/or Expense entries will automatically be populated on the Invoice for you.


Android Devices

For Android users, you’ll need to generate an Invoice from the Projects section, which will also give you an opportunity to include any unbilled Expenses. Use these steps:

  1. Tap on the Projects section
  2. Tap on the Project you want to Invoice for
  3. Select the Generate Invoice button
  4. Generate invoice button on Project view.
  5. Choose a Start and End Date (which are optional)
  6. Tap on Include Unbilled Expenses if you’d like to include them, otherwise, leave the selection blank
  7. Options to customize invoice generated, including any unbilled expenses.
  8. Then tap on Next
  9. Choose your Time Entry Format and Format Options as needed
  10. Then tap on the Create


How do I delete an Invoice?

Delete an Invoice by opening it, and then following the steps for your device:

iOS Devices

  1. Tap on Edit
  2. Scroll down and tap on the Delete button
  3. A pop-up will ask you to confirm - tap on Delete and that’s it.

Android Devices

  1. Tap on the … More Actions button
  2. Then tap on Delete
  3. A pop-up will ask you to confirm - tap on Yes and that’s it.