Create an Invoice
What is an invoice?
An invoice is a receipt, bill, or statement that contains the items that are invoiced and their rate. Invoices are sent to customers after a job is completed. The payment link can also be sent along with the invoice for the customer to make payment.
How do I create an invoice on iOS?
The following options are available for creating an invoice on iOS:
1. The Income module
- Click the Settings icon in the bottom-left corner of the homescreen.
- Go to modules and select the Income module.
- Click Get Paid at the bottom of the page.
2. The + icon on the homescreen
Click the + icon on the homescreen and select Get Paid.
3. The Finance tab on the homescreen
- Go to the Finance tab on the dashboard.
- Click Get Paid.
4. Inside a Task
Open a task and click Invoice at the bottom-left corner.
5. Inside an Expense
Open an expense and click Invoice at the bottom left corner.
Invoice Info on iOS:
- Under Customer Details select the customer for whom the invoice needs to be generated
- Click Add Task/Expense as item and choose from tasks and expenses, if any task or expense needs to be included as an item for creating invoice.
- Under Item Details, click Add new line to add any item to create an invoice. The expense the invoice is created within will be automatically added to the item list. If needed the expense can be deleted from the item list.
- Under Invoice Details, select invoice date and due date. An invoice number will be generated automatically.
- Payment options that are already configured under the payment gateway settings will be listed under Payment Gateways. Enable the required payment gateway before saving the invoice.
- Once all the information is entered, click Save.
In all the above methods, the invoice created will include the default tax rate. Changing the tax rate applied to a different tax rate and disabling tax for customer and items in an invoice is possible in Solo.
Add new line:
Add service costs, items purchased for the job, and any other items that needs to be invoiced to the customer under item information. Other details to be included are:
- Provide the description, quantity, and rate of the particular item.
- Apply any discount that the item may have.
- Choose the appropriate tax and click Save.
How do I create an invoice on Android?
The following options are available for creating an invoice on Android:
1. The Income module
- Click the Settings icon in the bottom-left corner of the home page.
- Go to modules and select the Income module.
- Click + in the bottom-right corner of the page.
2. The + icon on the homescreen
Click the + icon on the homescreen and select Get Paid.
3. The Finance tab on the home-screen
- Go to the Finance tab on the dashboard.
- Click Get Paid.
4. Inside a Task
- Open a task and click the three dots in the top-right corner of the page.
- Click Create Invoice.
5. Inside an Expense
- Open an expense and click the three dots in the top-right corner of the page.
- Click Create Invoice.
Invoice Info on Android:
- Choose the customer for whom the invoice needs to be generated.
- Select the invoice date and due date. An invoice number will be generated automatically.
- Click Add Line Item to add any item to create invoice. The expense within which the invoice is created will be automatically added to the item list. If needed, the expense can be removed from the item list.
- Click Choose task/expense and choose from tasks and expenses, if any task or expense needs to be included as an item for creating invoice.
- Payment options that are already configured under payment gateway settings will list under Online Payment Options. Enable the required payment gateway before saving the invoice.
- Once all the information is entered, click Save.
In all the above methods, the invoice created will include the default tax rate. Changing the tax rate applied to a different tax rate and disabling tax for customer and items in an invoice is possible in Solo.
Add Line Item:
Add service costs, items purchased for the job, and any other items that needs to be invoiced to the customer under item information. Other details to be included are:
- Provide the description, quantity and rate of the particular item.
- Apply any discount that the item may have.
- Choose the appropriate tax and click Save.
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