Creating Invoices on Mobile App

Creating Invoices on Mobile App

The Mobile Invoice Creation feature enables you to create and send professional invoices from your smartphone or tablet whilst on-site with customers, travelling, or working remotely, providing the flexibility to bill immediately when work is completed. Mobile invoicing eliminates delays in billing, improves cash flow by reducing the time between service delivery and invoice issuance, and allows you to invoice from anywhere without requiring access to desktop computers.

The Exacc mobile app provides a streamlined, touch-optimised interface for invoice creation with the same functionality as the desktop system including customer selection, line item entry with automatic calculations, tax configuration, payment terms, and invoice notes. The mobile interface adapts to smaller screens whilst maintaining full functionality, using native mobile controls like date pickers, drop-down selectors, and swipe gestures for an intuitive experience designed specifically for touchscreen devices.

Invoices created on mobile devices sync automatically with your desktop system in real-time, ensuring all team members have access to the latest data regardless of which platform created the invoice. The mobile app maintains the same branding, templates, and numbering sequences as your desktop configuration, producing professional PDF invoices that can be emailed directly from the app or saved as drafts for later completion. Mobile invoice creation is particularly valuable for field service businesses, consultants, tradespeople, and any professionals who deliver services at customer locations and want to invoice immediately.

Want to learn the exact steps to create invoices on your mobile device? Follow our guide below for a detailed walkthrough of the mobile invoice creation process.

Mobile Invoice Creation Steps

Create and send professional invoices from your smartphone or tablet anywhere, anytime

Invoice Created on Mobile!

Your invoice has been successfully created and sent from your mobile device - the invoice syncs instantly with your desktop system and the professional PDF has been emailed to your customer.