In this article, you will learn how to create and send invoices using the Workiz mobile app.
Creating an invoice
There are two ways to create estimates on the mobile app: from a job and standalone invoices. Your role and/or permissions may determine how you can create invoices.
Creating an invoice from a job
Creating an invoice from a job
Open the job you want to create an invoice from
Select the Finance tab
Select Create invoice
Next to Items, select the + icon
Add an item from your price book or items list
Repeat Steps 4–5 until you have added all of the items you want to include on this estimate
Creating a standalone invoice
Creating a standalone invoice
From your homepage, select the + icon > Invoice
Select the client you want to create an invoice for
Next to Items, select the + icon
Add an item from your price book or items list
Repeat Steps 4–5 until you have added all of the items you want to include on this estimate
Sending an invoice
From the invoice page, select the kebab menu (three vertical dots) icon > Send invoice
Complete the Send invoice fields:
Send by: Choose whether you want to send this invoice via email or text message
Let client pay with a credit card: Decide whether you want to allow this client to pay online using a credit card and check the box accordingly
Request signature: Decide whether you want to require a signature upon payment and check the box accordingly
Select Send
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