{"schema":"exacc.help.page/1","url":"https://exacc.au/help/mobile-app-invoicing/","title":"Invoicing on the Exacc mobile app","description":"Create and send invoices, quotes and credit notes, record payments and chase debtors from the Exacc app on your phone.","category":"Invoicing & Payments","summary":"The **Exacc** app for iPhone and Android covers everyday invoicing: create, post and email invoices and quotes, create credit notes, record a payment on an invoice, and send statements to debtors. Sign in with your Exacc email, password and authenticator code, then pick a business file.","lastVerified":"2026-09-29","apps":["mobile"],"processIds":["mobile_invoices","mobile_quotes","mobile_credit_notes","mobile_quick_payment","mobile_receivables","mobile_sign_in"],"before":["An Exacc account (see **Create your Exacc account**) with access to a business file."],"steps":[{"step":1,"title":"Sign in","body":["Install the **Exacc** app on your iPhone or Android phone. Enter your **Email** and **Password** and tap **Continue**, then the 6-digit code from your authenticator app (or **Send 2FA Code via SMS**) and **Verify**."]},{"step":2,"title":"Pick a business file","body":["Tap the business file in **Business Files**; star it to keep it at the top. The app opens the last file you used next time."]},{"step":3,"title":"Invoices tab","body":["The **Invoices** tab lists invoices and credit notes, newest first. Filter by customer, date, **Status**, **Document Type** (switch to Quotes here), sales person or minimum amount; search by number.","Tap an item for **Open**, **Go to Contact**, **Create Credit Note**, **Download PDF** or **Email to Client**."]},{"step":4,"title":"Create an invoice or quote","body":["Tap the create button and choose **New Invoice** or **New Quote**. Pick the customer and date, tap **Add Line** for each line, tap the total to set **Payment Terms**, and check **Sales Person** under **Additional details**. Tap **Save & Post** (invoice) or **Finalise** (quote).","If the app says \"Please complete all required invoice details\", open **Additional details**: the **Sales Person** is probably empty."]},{"step":5,"title":"Send, download, get paid","body":["On an invoice: **E-mail** sends it straight away, **Download** lets you choose a PDF template, and **Payment** records a payment (**Amount Paid**, **Payment Date**, **Payment Method**, **Save Payment**). **More** has Edit, Clone, Files, Activities, Payment History and Delete.","On a quote: change its **Status**, **E-mail** it, or **More › Convert to Invoice**."]},{"step":6,"title":"Chase debtors","body":["Tap **Debtors** on the Invoices tab to see who owes you. **Send Reminders** emails statements to overdue customers or ones you select; tap a customer to see their ageing and **Send Statement**."]}],"sections":[{"heading":"Web only","body":["Use app.exacc.au for these:"],"list":["payments across several invoices, payment plans and payment history of credit notes;","recurring invoices, invoice templates, invoice from timesheets;","bills, banking, payroll and reports;","creating business files."]}],"related":["https://exacc.au/help/create-invoice/","https://exacc.au/help/create-quote/","https://exacc.au/help/record-customer-payment/","https://exacc.au/help/send-customer-statements/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}