How to make an invoice from my phone in 30 seconds
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The written steps below already work. Come back to watch it.
How to make an invoice from my phone in 30 seconds. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Billing & Finance → Quick invoice (Quick invoice). On a phone, press Menu first.
- In Customer choose the customer.
- Type a quantity next to each item you did (hours, visits, each...). The Total before tax at the bottom updates as you type.
- If something is not in the list, fill in Anything else with a description and a dollar amount.
- Press Send invoice, or Save draft to review it first.
Tip
You land on the new invoice and a message confirms Invoice sent. or Draft saved.