Invoicing

How to Create an Invoice

Create a professional invoice in MobileBiz Pro — select a customer, add line items, and save in minutes.

Create a professional quote or estimate in MobileBiz Pro to send to a prospective customer.

Convert an accepted quote or estimate into a ready-to-send invoice in MobileBiz Pro from the quote's bottom bar.

Email a PDF invoice directly to your customer from MobileBiz Pro using the Send sheet.

Record a full or partial payment against an invoice in MobileBiz Pro and update its status automatically.

Add shipping charges to any invoice in MobileBiz Pro using the Add Shipping menu.

Capture a customer's signature directly on an invoice in MobileBiz Pro and include it in the PDF.

Pair a Bluetooth thermal receipt printer with your phone, choose it in MobileBiz Pro, and print a test slip.

Print a compact 58 mm or 80 mm receipt from any sale in MobileBiz Pro, take cash and hand back change, and print a slip when a customer pays.

Design your MobileBiz Pro thermal receipt — logo, header, line-item columns, totals, and footer — and set it separately for each document type.

Ring up a cash sale in MobileBiz Pro, enter the cash received to see the change, and print a receipt on the spot.

Use Projects in MobileBiz Pro to group every quote, invoice, and sales order for a job — like a kitchen remodel or office fit-out — in one place.

Attach documents like spec sheets, contracts, and warranty cards to invoices, quotes, sales orders, and cash sales in MobileBiz Pro.