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 invoices on the mobile app: from a job and standalone invoices. Your role and/or permissions may determine how you can create invoices.

From a job (recommended) 

It is generally recommended that you create invoices directly from an existing job on your account. Workiz does not support the ability to retroactively connect an invoice to a job, limiting the sort of insights you may gather on your revenue (i.e., job types, ad sources, etc.). 

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 plus icon ( )
   
5. Add an item from your price book or items list
   
   

   To add items from your price book, you will first need to set up item categories on the web app.

   To learn more about setting up item categories, please see this article.

Standalone invoices

Workiz also gives you the option to create standalone invoices that are not connected to jobs. 

1. From your homepage, select the plus icon ( ) > Invoice
   
   
2. Select or create the client you want to create an invoice for
3. Next to Items, select the plus icon ( )
   
4. Add an item from your price book or items list
   
   

   To add items from your price book, you will first need to set up item categories on the web app.

   To learn more about setting up item categories, please see this article.

Sending an invoice

1. From the invoice page, select the dots icon ( ) > Send invoice
2. Send your invoice