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      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.

       

      Creating 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 + symbol (top right corner)
        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 Invoice 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 Invoice back arrow in the top left to return to the invoice
      11. 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, 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.
        Symbols for extra options.

       

      Checking Statuses

      In the Invoices section, you can also check the status of your Invoices to see which ones have been viewed by your Clients yet, or which ones are Overdue:
      List of invoices with different statuses.

      Viewing Comments

      Tap on the banner above any Invoice to view the history: Banner to show history of an invoice.

      This includes details on the Invoice and any payment, including comments between you and your Client:
      Comments on an invoice.

      Invoice Options

      You can also mark your Invoice as paid, share it, duplicate it or more with these steps:

      1. Tap on the Invoices section
      2. Select the Invoice you want to share
      3. Press on ... in the top corner. From here you can tap on:
        1. Add Payment to mark this invoice as paid with the rest of the steps here
        2. Share as PDF, then send this PDF through any app on your phone, or use AirPrint to print your Invoice
        3. Duplicate, then edit your new Invoice
        4. Archive to move this Invoice to the Archived section
        5. Delete to move this Invoice to the Deleted section.

       

      FAQs

      How do I resend an Invoice? 

      1. From the Invoices section, tap on the Invoice you want to resend
      2. In the top right corner, tap on the Paper Plane symbol 
      3. A preview of the email will appear, modify as needed, then tap Send. A new email with the Invoice will be sent.

       

      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 by section at the top of the list
        Sorted by link at top of list of invoices.
      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.

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