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.

  1. From the Home screen, tap the "+" to the left of the invoice row.
  2. Create your slips for the invoice, or pull existing slips for that customer.
  3. Enter the client information
  4. Complete invoice details
  5. Click Create and follow prompts for delivery methods.

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