How Do I Create Invoices on iOS?

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 iOS along with any unbilled Time and Expenses on it, using these steps (or watch this video here):
  1. Once logged into your account, tap on Invoices at the bottom
  2. Tap on the + button (top right corner)
    New invoice button.
  3. Create your Invoice as usual (see How do I create an Invoice? for more details on each section)
    New invoice with fields to fill out.
  4. Tap on Add a Client and choose an existing Client by typing to search or fill in the blank fields to make a new one
  5. Next, if needed, adjust the Date of Issue and Due Date
  6. Add a Reference field (Purchase Order Number) if needed
  7. Tap on Add a Line to add your Items, if you have any unbilled Time Entries or Expenses, they will appear at the top of your list of Items
  8. If needed, tap on Add a DiscountRequest a Deposit or Add a Payment Schedule to further customize your Invoice
  9. If needed, tap on Add Notes and/or Add Terms to share more information with your Client
  10. If you want to accept Online Payments, read more here to enable 
  11. Under Settings near the bottom of the Invoice, tap on any of the following:
    Invoice Settings section with three options.
    1. To send Late Payment Reminders, tap on Send Reminders and swipe the toggle to enable
      1. Add reminders as needed and click on the Invoice back arrow in the top left to return to the invoice
    2. To charge Late Fees, tap on Charge Late Fees and swipe the toggle to enable
      1. Choose between a Percentage or Flat Amount
      2. Then tap on Add Taxes if needed
      3. Next, determine when to apply in Days After Due Date
      4. Then click on the Invoice back arrow in the top left to return to the invoice
    3. If needed, tap on Currency & Language to change either, and tap on the left chevron in the top corner to return to the invoice
  12. When you're done making your Invoice, if needed, tap on Preview in the top right corner to see what the Invoice will look like on your Client's end
    Invoice in preview mode.
  13. Then tap on Next and choose how to save the Invoice: 
    List of options on how to send the Invoice.
    1. Tap on Send via Email to email it to your Primary Client, with the option to add more email addresses, include a personal message, and attach a PDF copy of the Invoice
    2. Tap on Share Invoice to copy a link to the Invoice
    3. Tap on Create a QR Code to generate a QR Code for your Client to scan in person
    4. Tap on Save as Draft and Close to return to viewing the Invoice
  14. While viewing the Invoice, to send the Invoice by email, tap on the Paper Plane symbol (in top right corner), or to save the Invoice as a draft, tap on the Arrow symbol (top left corner) to return to the Invoices page. 
    Symbols for extra options.
 
Note: To generate the QR Code again after the Invoice has been saved, open the Invoice and tap on Edit. Then follow step 13 above.
 

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: 

Showing link at top of list of invoices.
  • Client
  • Invoice Number
  • Status
  • Amount
  • Date of Issue
  • Last Updated
  • Filter By:
    • Active
    • Archived
    • Deleted
 
Tap on any Invoice to access additional options: 
  • More (...) 
    • Add Payment - Mark this invoice as paid with the rest of the steps here
    • Share Link - Send the Invoice by email or text
    • Share as PDF - Send the Invoice as a PDF through any app on your phone, or use AirPrint to print your Invoice
    • Duplicate - Copy your existing Invoice into a brand new Invoice
    • Archive - Move this Invoice to the Archived section
    • Delete - Move this Invoice to the Deleted section
  • Send - Tap on the paper plane icon to send the Invoice by email, or to resend it again
  • Edit - Tap on the Edit button to edit the Invoice
  • Comments & History - Tap on the chat bubble icon to view the history of the Invoice, including comments, and to send a comment of your own to the Client
    Banner to show history of an invoice.
 

FAQs

How do I archive or delete Invoices in bulk? 
Use these steps: 
  1. Go to the Invoices section
  2. Tap on the checkmark icon near the top right corner
  3. Select the Invoice(s) you want to archive or delete
    Buttons to Mark as, archive and delete for invoices selected.
  4. Tap on either Archive or Delete at the bottom.
The Invoice(s) will now be moved.
 
How do I change the way Invoices are sorted by in my list?
You can sort by Client, Invoice Number, Status, Amount, Date of Issue, or Last Updated. You can also toggle the arrow to sort in ascending or descending order. Use the below steps:
  1. Go to the Invoices section
  2. Tap on the Sorted bysection at the top of the list
  3. Choose the option to sort by
  4. Tap on Done.
Your list will now be sorted by the criteria you've chosen. To toggle the ascending/descending order, tap on the arrows next to Sorted by.