You can give individual team members permission to access Invoices on the Klipboard mobile app, enabling them to view, create and edit invoices on the go!

Once an invoice has been created on the mobile app, your team members will have the option to email the Invoice to the Client for payment, or instantly take card payment.

Jump To Sections:

Will all my team members have access?

How do I give Invoice access permission to a team member on the app?

How to create an Invoice for a specific job on the mobile app.

How to create a general Invoice on the mobile app.

Adding Inventory Products & Services to a Quote on the Mobile App.

Adding Non-Inventory Products & Services to a Quote on the Mobile App.

Email Invoice from the Mobile App

How to accept mobile payments in person using Scan & Pay

Will all my team members have access to Invoices on the app?

If you are on our Klipboard Professional Subscription, which includes Quotes, Invoices and Purchase Orders then you will be able to avail of the Invoices feature on the mobile app.

However by default, the permission to access this feature on the mobile app is set to No, therefore you can control which team members have access to Invoices on the mobile app.

How do I give Invoices access permission to a team member on the app?

To grant your team members permission to access Quotes on the mobile app from the settings menu:

Click on Manage Team.
Select the team member in question and click on the edit button.
Navigate to the Access Settings tab.
Switch the Allow Team Member To Create & View Invoices on Mobile App toggle to yes.

How to create an Invoice for a specific job on the mobile app

ADD IN ANIMATED GIF

To create an Invoice for a job on the Klipboard mobile app:

Tap the Create Invoice button at the bottom of the screen.
Select the Service Address, which is an address associated with the client selected, where any quoted works are to be carried out.
Select the Billing Address, which is an address associated with the client selected, that will be invoiced for any work carried out.
Enter a subject for your quote.
Select the required disclaimer for your quote. For more information on creating Disclaimers, please click here.
Enter an issue date

If the job was converted from a Quote, it will automatically pull all the relevant line items from the Quote into the Invoice, along with any other additional items that may have been added during the job. You can also add additional Products & Services to the invoice.

How to create a general Invoice on the mobile app

ADD IN ANIMATED GIF

To create an Invoice on the Klipboard mobile app:

Select Invoices from the Klipboard mobile app side menu.
Tap the add Sync button to ensure your invoices are up-to-date.
Tap the Add Invoice button at the bottom of the screen.
From the Client Name drop-down, select the name of the client you wish to raise an invoice for.
Select the Service Address, which is an address associated with the client selected
Select the Billing Address, which is an address associated with the client selected,
Enter a subject for your Invoice.
Select the required disclaimer for your invoice. For more information on creating Disclaimers, please click here.
Enter an issue date

Now that the general information associated with the Invoice has been added, you can now add your Products & Services to your quote.

Adding Inventory Products & Services To A Quote On The Mobile App

To add Products or Services to your invoice from your inventory on the mobile app, you can do so by pressing the Add New Item button at the bottom of the screen.

You will be presented with the option of selecting the Product from your inventory by pressing the arrow icon to the right > and selecting the applicable product or service.

By tapping on Inventory Product/Inventory Service, you can search for relevant products or services, by entering the name or Product/Service code of the item in question in the search box provided. Alternatively, you can add a new item by tapping the Add button.

Adding Non-Inventory Products & Services To An Invoice On The Mobile App

If the product or service required is not part of your current inventory, team members can manually input the information by pressing on the relevant section for:

Enter Product Name (tap to type, do not press on the arrow to the right).
Enter Product Code.
Enter Description.
Enter Purchase Unit Cost & Quantity.

Once you have all of your required products and services attached to your invoice, press the save button at the bottom of the screen.

Email Invoice from the Mobile App

If you choose to tap on the Email Quote button, you will be presented with a popup displaying the following information:

ADD SCREENSHOT

The Clients Email – This is the email address associated with the client in the Clients & Suppliers section. This email address can be edited on the app if required, or additional email addresses can be entered if they are comma-separated e.g email@email.com, mail@email.com.
The Invoice Subject – As entered when creating the quote.
Message – A standard message that is sent to the email address above based on a predefined template in your settings area which can be found here. This message can be edited on the app prior to sending if required.
Send me a copy – You can select to send a copy of the invoice to your email address as well as the client's email address.

Once you are satisfied that all of the required information above suits your needs, tap on the Email Invoice button to send.