Set up a business workspace
Add the business details, logo, tax profiles, document defaults and other settings that should appear in customer records.
Visible in the app: Business settings
A guided workflow
How to create invoices on a phone app
Set up a business workspace, prepare a customer document, deliver it, and keep the related activity and payment records connected.
Five steps
Set up, create, review and follow through
Create a quotation or invoice
Choose a customer, add saved or one-time items, set quantities, units, tax or discounts, and review the live document preview.
Visible in the app: Quotation and invoice editors
Email or share the document
Email the document immediately or on a schedule with selected attachments, or share its customer page through WhatsApp, SMS or the device share sheet.
Visible in the app: Document delivery actions
Follow document activity
Review customer-page activity and use staged reminders for outstanding invoices or pending quotations. Related follow-ups stop after the document is resolved.
Visible in the app: Activity and automation records
Record payments and review results
Record full or partial payments, follow balances and credits, then review the selected reporting period in business statistics and exports.
Visible in the app: Payments and business statistics
FAQ
Mobile invoicing questions
Can I create invoices on an iPhone?
Yes. InvoiceXpress is available for supported iOS devices, where you can create, preview and manage quotations and invoices.
How do I send an invoice from my phone?
Email the invoice from InvoiceXpress or share its customer page through WhatsApp, SMS or another app in the device share sheet.
Does InvoiceXpress also support Android?
Yes. InvoiceXpress is available for supported Android phones and tablets as well as iOS devices.
Can I follow invoice activity from a mobile device?
Yes. Review document activity and customer-page views, record payments, follow remaining balances and use reminders for outstanding invoices.
Available on iOS and Android
Start with your next customer document
Download InvoiceXpress to create quotations, invoices and connected business records on iOS or Android.