Mobile: Creating Invoices
Start a draft or a final invoice from your phone
Applies to: Premium · LawBillity · Billing (mobile app)
You can start an invoice from your phone, for example right after you finish a job. Open the Invoices screen and pick the kind of invoice you want.
Creating an Invoice
- Tap View & Create Invoices on the Dashboard or in the menu.
- At the bottom of the Invoices list, tap one of the green buttons (see below). You can also tap the + icon at the top right.
- Choose the client and the entries to include.
Pre-Bill or Finalized?
Choose
When
Create Pre-Bill Invoice
You want a draft to review and edit before it's final. Use this if you're not sure.
Create Finalized Invoice
Everything's right and the invoice is ready to send to the client.
Common Problems
- You finalized too soon. Open the invoice and tap Unfinalize Invoice. See Mobile: Viewing Invoice Details.
- Entries you expected aren’t there. They may already be on another invoice, or not be marked billable. See Selecting Entries for an Invoice.
- You need more control over the layout. Create the invoice on the web. See How to Create a New Invoice.