Creating an Invoice

A three-step guided flow

Tap Invoice on the Home screen or the Invoices tab to start. A progress bar across the top tracks you through three steps: Customer, Items and Review.

Step 1 — Customer

1. Tap Import from Contacts to pull details straight from your phone, or type them manually.
2. Enter the Customer Name (required).
3. Enter the customer’s Email (required) — this is where the invoice is sent.
4. Optionally add a Mobile number.
5. Choose the Currency: GBP, EUR or USD.
6. Tap Continue.

Step 2 — Items

1. Tap Pick from Catalogue to insert a saved product or service, or scroll to or add custom to enter one by hand.
2. Type the item description, for example a product name.
3. Set the quantity using the minus and plus buttons.
4. Enter the unit price in the price field.
5. Tick VAT applicable and set the rate if tax applies. The item’s subtotal, VAT amount and total update instantly.
6. Tap the star beside Save to catalogue to reuse this item on future invoices.
7. Tap + Add Item to add more lines, then Continue.