1. Start a New Invoice
Navigate to the Invoice Page from the homepage (bottom menu).
Tap the large + Create New Invoice button.
2. Add Invoice Details
On the invoice creation screen, fill in the following sections:
Client Information
Tap Add Client.
Select an existing client from your list or tap + to add a new one instantly.
Items & Services
Tap Add Items.
Enter the description (e.g., "Consulting Services"), Quantity, and Unit Price.
Tap Save to add it to the invoice. You can add as many items as you need.
Financial Details
Discounts: Add a percentage (e.g., 10% off) or fixed amount discount if applicable.
Tax: Enable tax and set your rate (e.g., VAT 20%) to initiate automatic calculation.
Payments: If you've already received a partial deposit, record it here so the "Balance Due" is correct.
Extras
Photos: Attach images (e.g., work-in-progress photos) if needed.
Signatures: Sign the invoice yourself or enable "Request Client Signature" to ask the client to sign upon receipt.
3. Review & Customize
Once the details are in, you have two options:
Preview: Tap this to see exactly how the invoice looks. Here you can Customise the Template (change colors, styles) to match your brand.
Save & Continue: Tap this if you are happy with the default look and want to proceed.
4. Send & Manage
After saving, you will see the final options screen:
Sending the Invoice
Email: Tap to email the invoice directly to your client.
Share Link: Generate a unique link to send via WhatsApp, SMS, or any other app.
Advanced Options (Premium)
Recurring Invoices: Set this invoice to repeat automatically (e.g., Monthly), saving you time on regular billing.