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      How Do I Create Invoices on Android?

      Invoices allow you to bill a Client for your products and/or services, and help you keep track of your income in FreshBooks. You can also view the history of the Invoice, as well as communicate with your Client on it.

      Create Invoices

      You can create Invoices on Android, along with any unbilled Time on it, using these steps:

      1. Once logged into your account, tap on Invoices at the bottom
      2. Tap on the green + circle
        New invoice button.
      3. Create your Invoice as usual by adding a Client
      4. Next, add in your Date of Issue and Due Date
      5. Add a Reference field (Purchase Order Number) if needed
      6. Tap on Add a Line to add your Items
      7. If you have any unbilled Time Entries or Expenses, they will appear at the top of your list of Items
      8. Under Settings, if you want to Accept Credit Cards, read more here to enable 
      9. To send Late Payment Reminders, tap on Send Reminders and swipe the toggle to enable
        1. Add reminders as needed and click on the back arrow in the top left to return to the invoice
      10. To charge Late Fees, tap on Charge Late Fees and swipe the toggle to enable
        1. Choose between a Percentage or Flat Amount, Add Taxes if needed, and determine when to apply in Days After Due Date, click on the back arrow in the top left to return to the invoice
      11. If needed, tap on Currency & Language to change either, and tap on Done to return to the invoice
      12. When you're done, tap on Save at the top right corner
      13. Feel free to tap on the Paper Plane symbol (in top right corner) to send the Invoice by email, or you can hit the Arrow symbol (top left corner) to return to the Invoices page. Your created Invoice will be saved as a draft.
        Invoice symbols for other options.

      Manage Invoices

      In the Invoices section, you can see your list of Invoices. To sort them, tap on the up and down arrows to sort in ascending or descending order, or tap on the Sorted By bar above the list of Invoices and select either: 

      • Client
      • Invoice Number
      • Status
      • Amount
      • Date of Issue
      • Last Updated

       

      Tap on any Invoice to access additional options: 

      • Send - Tap on the paper plane icon to send the Invoice by email, or to resend it again
      • Edit - Tap on the pencil icon to edit the Invoice
      • More (...)
        • Add a Payment - Mark this invoice as paid with the rest of the steps here
        • Delete - Move this Invoice to the Deleted section
        • Share Link - Send a link to the Invoice through any app on your phone
        • Share as PDF - Send the Invoice as a PDF through any app on your phone
        • Duplicate - Copy your existing Invoice into a brand new Invoice
      • Comments & History - Tap on the chat bubbles icon to view the history of the Invoice, including comments, and to send a comment of your own to the ClientBanner that you can click to show history of an invoice.

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