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Creating and sending invoices on mobile
Creating and sending invoices on mobile

Learn how to easily create and send invoices using the Workiz mobile app.

Updated over a week ago

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

  1. Open the job you want to create an invoice from

  2. Select the Finance tab

  3. Select Create invoice

  4. Next to Items, select the + icon

  5. Add an item from your price book or items list

  6. Repeat Steps 4–5 until you have added all of the items you want to include on this estimate

Creating a standalone invoice

  1. From your homepage, select the + icon > Invoice

  2. Select the client you want to create an invoice for

  3. Next to Items, select the + icon

  4. Add an item from your price book or items list

  5. Repeat Steps 4–5 until you have added all of the items you want to include on this estimate

Sending an invoice

  1. From the invoice page, select the kebab menu (three vertical dots) icon > Send invoice

  2. Complete the Send invoice fields:

    1. Send by: Choose whether you want to send this invoice via email or text message

    2. 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

    3. Request signature: Decide whether you want to require a signature upon payment and check the box accordingly

    4. Select Send

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