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.
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
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