How do I create and send an invoice quickly with iPad?
You can quickly create an invoice on the fly for a customer using the iPad app. You do not need to have a client, project, or slips created yet to use this method.
- From the Home screen, tap the "+" to the left of the invoice row.
- Create your slips for the invoice, or pull existing slips for that customer.
- Enter the client information
- Complete invoice details
- Click Create and follow prompts for delivery methods.