Create an Invoice — Merchant App

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A 3-step guided wizard — create, customise, and send an invoice from your phone

Step 1 — Customer Details

• Name (required) — auto-formatted to title case as you type
• Email (required for delivery) — invoice PDF and payment link sent here
• Mobile (optional)
• Currency — select the invoice currency (one per invoice)
• Import from contacts — tap to pre-fill customer details directly from your phone's address book

Step 2 — Line Items

• Add each product or service: Description, Quantity, Unit Price (ex-VAT), and VAT Rate (%)
• Grand Total, Subtotal, and Total VAT calculate in real time below the item list
• Pick from Catalogue — tap to select a previously saved product. Details pre-fill automatically. See the Product Catalogue section below.
• Zero-value items are validated — the app prevents accidental £0.00 invoices
• Tap the + button to add another line. Swipe left on a line to delete it.

Step 3 — Review & Send

• Full summary: customer details, every line item, VAT breakdown, and Grand Total
• Add optional notes (visible on the PDF invoice)
• Tap Create & Send Invoice
• Sharing options appear: QR code (customer scans on screen), WhatsApp, SMS, Copy Link, platform Share sheet
• A PDF is automatically generated and saved to your device

Product Catalogue

Save frequently-used products or services so you can add them to invoices with a single tap — no retyping. Access via Invoices → Catalogue in the app.

• Add items: Name, Default Price, Default VAT rate, optional SKU or reference
• Edit or delete items at any time — changes do not affect previously issued invoices
• When creating an invoice, tap Pick from Catalogue to select saved items