Creating invoices with the mobile app

Before you create an invoice, we advice you to set up your account. Learn how to add company details, logo, payment information etc. here: Setting up your account on the mobile app

 

How to create an invoice on your mobile app

1. Click on "Invoices" on the bottom.

2. Create a new invoice by selecting the plus icon on the top-right. Or click on the plus icon in the bottom and the choose Create invoice.

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3. You can edit the invoice number, discount settings, late payment interest, currency and invoice language and select references for your invoice by clicking on the three dots in the upper right corner. 

Please note that you can not edit the invoice number within an existing invoice number sequence. Our software will always apply the next sequential invoice number in this sequence. If you wish to select another or add a new invoice number sequence, select the field "Invoice number" and select another already added invoice number sequence or click on + in order to create a new invoice number sequence. Learn more about Invoice numbering.

4. Select your customer, the invoice date, payment terms and products.

You can either select a customer from your list by clicking on Choose customer or create a new one by clicking the plus icon on the top-right corner.

Click on Add products or services to add your products and services. You can also add a title, a text field or a subtotal to your invoice.

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5. Add a message and a footnote to give your invoice a personal touch.

6. If you don't want to approve and send the invoice yet, you can click on ''Save as draft'' in the bottom and continue editing later. Drafts can be edited as often as you like. 

7. Click ''Next'' on the bottom if you want to approve and send the invoice.  Select from the drop down menu and either approve or send your invoice.

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8. A preview of the invoice will open once more. Check that all of the information is correct. Please note that approved invoices can't be edited afterwards. If all of the information is correct you can approve the invoice by ''swiping'' the ''Approve & close'' button.

 

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