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
From the Workiz app, select the job you want to create an invoice for
Select the Finance tab
Select Create invoice
Next to Items, select the + icon
Choose an item from the list of existing items and services
Adjust the quantity as desired and select Save
Repeat Steps 4–6 until you have added all of the items you want to include for this invoice
Creating a standalone invoice
From the Workiz app, select the + icon > New invoice
Select the client you want to create an invoice for
Next to Items, select the + icon
Choose an item from the list of existing items and services
Adjust the quantity as desired and select Save
Repeat Steps 4–6 until you have added all of the items you want to include for this invoice
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
Need more help? See related articles below: