Creating your first invoice in the mobile app

You can create an invoice from scratch or start it from one of the customer's estimates.

On Home, tap Invoice under Create a new. You can also tap Create in the bottom bar, then Invoice, or open Invoices and tap +.

Tap Choose a client. Select a client from your CRM, or tap Create to add a new one.

Duranta asks whether to start from one of the client's estimates. Tap Select next to an estimate to copy its services into the invoice, or tap Create next to Create a blank invoice.

Check the Invoice Date and Due Date. Turn on Make recurring to send the same invoice on a schedule.

Tap Add Item.

Type the item name. Choose a service from your Favorites, or tap Create to add a custom charge. Enter the price and choose the pricing unit. Add a description to show on the invoice, and turn on Taxable if tax applies.

Tap Add.

Use Add fee for fees and discounts and Set rate for tax. Under Customer notes, add any text or image you want on the invoice.

Tap Save.

Your invoice is saved as a Draft. It hasn't been sent yet.

Tap Preview to check the invoice.

Tap Send in email to email it to your client, or tap Share to send it by text or copy a link.

Once the invoice is sent, it shows its latest activity, such as when it was sent, opened and paid. Tap See all activity to see the full history.

To take a payment in person, tap Tap to Pay on iPhone (or Android), or tap Record Payment for a cash or check payment.

The steps are the same on iOS and Android.