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: standalone invoices and invoices created from a job. Your role and/or permissions may determine how you can create invoices.

Creating an invoice from a job

  1. From the Workiz app, select the job you want to create an invoice for

  2. Select the Finance tab

  3. Select Create invoice

  4. Next to Items, select the + icon

  5. Choose an item from the list of existing items and services

  6. Adjust the quantity as desired and select Save

  7. Repeat Steps 4–6 until you have added all of the items you want to include for this invoice

Creating a standalone invoice

  1. From the Workiz app, select the + icon > New invoice

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

  3. Next to Items, select the + icon

  4. Choose an item from the list of existing items and services

  5. Adjust the quantity as desired and select Save

  6. Repeat Steps 4–6 until you have added all of the items you want to include for this invoice

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

Need more help? See related articles below:

Did this answer your question?