Create a new invoice from scratch in just a few taps. The whole process takes under two minutes once your customer and items are in the app.
What You'll Need
Before you start: Make sure you've added at least one customer and one item or service. The app can't create invoices without them. See How to Add a Customer and How to Add an Item if you need to do that first.
Steps
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On the Home screen, tap the New tile in the shortcuts grid — a dialog appears with record types.
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Tap New invoice — the invoice header screen opens.
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Tap the Customer field and select your customer from the list. Their billing address and payment terms fill in automatically.
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Confirm the Date and Due Date — both default to today and auto-calculate from your payment terms. Tap either field to change it.
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Tap the Save icon — the floppy disk in the action bar, next to the X. The app creates the invoice and takes you to the invoice view screen.
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Tap the Items tab, then tap Add Item to add your first line item.
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Tap the item selector at the top of the line item screen and pick a product or service from your list. The rate and description fill in automatically.
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Enter the Quantity, adjust the Rate if needed, then tap Save. Tap Save & New instead to immediately add another item.
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Repeat step 6–8 until all your line items are added. The running total appears at the top of the Items tab.
Good to Know
- You can apply a tax to all line items at once: tap the Edit (pencil) icon > Apply tax.
- To apply a transaction-level discount: tap Edit > Apply discount.
- Tap Preview in the bar at the bottom of the invoice to see exactly how it will look as a PDF before sending.
- Quotes, Sales Orders, and Cash Sales follow the same creation flow — just tap New quote, New sales order, or New cash sale instead in step 2.
- Running a delivery route or selling from a van? See Take the Order at the Stop.
Still stuck? Contact Support for help.