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< Mobile

How do I create & send Invoices on the mobile app?

Creating and sending Invoices on the go using the FreshBooks mobile app is quick and easy. Choose iOS or Android below for a step-by-step guide on Invoicing using the mobile app.

Navigation
iOS Devices
Android Devices


iOS Devices

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

  1. Head to the Invoices section, then click on the + in the top right. You’ll now see this:
new_invoice
  1. Enter the Invoice information:
    • Invoice Number: You’re able to adjust the Invoice number by clicking on the number in the top left
    • Date of Issue: This is the date you wish to have on this Invoice
    • Add Client: Choose the Client you’re sending this Invoice to
    • Add Line: Clicking on this will give you a list of your existing Items to add to your Invoice. There’s also a + sign in the top right if you’re looking to create a new Item
    • Online Payment: This will only be an option if you have an online payment option enabled in your account. To learn more about enabling online payments, take a look at this article.
    • Terms: Add the payment terms to your Invoice so your Client knows when to pay
    • Notes (visible to Client): Add any additional information 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.
  2. Click Save in the top right

Now, you’ll want to actually send this Invoice. Clicking Save in the steps outlined above will create a Draft of your Invoice. You’ll now be looking at this screen:

send_invoice

From here, you have some options:

  • Send by Email: This will allow you to customize the message being sent to your Client before actually sending the Invoice to them. This is what you’ll want to click on if you just want to send them this Invoice!
  • Record Payment: If you’ve already received a payment on this Invoice, click on this this to enter the payment information
  • Preview PDF: This will show you what the Invoice will look like for your Client
  • View Contact: This will simply take you to the Client profile from within the app
  • Send by Snail Mail: This is a ground mail service FreshBooks offers. Your Client will receive their Invoice in a few days by regular mail.



Android Devices

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

  1. Head to the Invoices section, then click on the + in the top right. You’ll now see this:
new_invoice_android
  1. Enter the Invoice information:
    • Add Client: Choose the Client this Invoice is for
    • Add Item: Add the Items / Time you’re Invoicing for
    • Terms: Enter your payment terms so your Client knows when to pay you!
    • Notes: Add any additional info you may need to include
    • Online Payment: This will only be an option if you have an online payment option enabled in your account. To learn more about enabling online payments, take a look at this article.
    Clicking on More will give you some additional options:

    • Date of Issue: The date you want to have on this Invoice
    • Invoice Number: The number on top of the Invoice
    • PO Number: If you’re referencing a PO, add the PO Number here
    • Discount: You can apply a percentage discount to the entire Invoice.
  2. Click Save when you’ve added all your Invoice information.

Clicking Save will save the Invoice as a Draft, ready to send. There’ll be three options to choose from here:

android_send_invoice
  • Send by Email: You’ll have the option to edit the message being sent to your Client prior to sending. This is what you’ll want to click on if you just want to send them this Invoice!
  • Send by Snail Mail: This is a ground mail service FreshBooks offers. Your Client will receive their Invoice in a few days by regular mail
  • View PDF: This will show you what the Invoice will look like for your Client.