Invoices

Create invoices in the mobile app, save them in the app, share them or print them.

Create an invoice

1. Open Invoices and tap +.
2. Check the unique invoice number, currency, issue date, due date and tax date.
3. Enter the supplier and customer details. You can save a customer for reuse and select previously saved supplier details.
4. Add items with a description, quantity, unit price and tax rate. Check the totals.
5. Choose bank transfer or cash, and fill in the payment reference, bank details and note as needed.
6. Save the invoice in the app. You can share or print it from the preview.

You can also create an invoice from the Monthly Table’s actions. The app prefills the selected period’s hours and earnings; check the items before sharing or printing.

Saved invoices

Open an invoice from the history to edit, duplicate or delete it. When duplicating, check the new number, dates and customer before saving.

For synchronized invoices, check the synchronization status. If conflicting versions appear, review them and choose the version to keep. Resolve duplicate invoice numbers before sharing or printing.