Creating Invoices on Mobile

With the OneBookPlus iOS app or mobile web app, you can create and send invoices from anywhere, on a job site, at a client's location, or on the go.

Creating an Invoice on the iOS App

1. Open the OneBookPlus app on your iPhone
2. Tap the + button or go to Invoices, then New Invoice
3. Select a client from your contacts or add a new one
4. Add line items:
   • Tap Add Item
   • Enter the description, quantity, and price
   • The total calculates automatically
5. Set the due date and payment terms
6. Tap Send to email the invoice immediately, or Save to keep it as a draft

Creating an Invoice on Mobile Web

If you're using the PWA or mobile browser:

1. Go to app.onebookplus.com.au on your phone
2. Navigate to Invoices, then New Invoice
3. The process is the same as on desktop, the interface adapts to your screen size

Using Favourites for Quick Invoicing

If you frequently invoice for the same services:

1. Go to Services from the sidebar
2. Add your common services with descriptions and prices
3. Mark frequently used ones as favourites
4. When creating an invoice, your favourites appear at the top of the item picker

Tips for Mobile Invoicing

• Save as draft if you're unsure about amounts, you can review and send later on desktop
• Duplicate a previous invoice for repeat clients to save time
• Preview the invoice before sending to check how it looks
• Push notifications will alert you when the client views or pays the invoice