How to send one
How to create an invoice without an app
You and your customer can do this in the browser. There is no store download, no tablet app and no login for the person paying.
Skip the app store
Field work dies in app installs. The customer will not make an account to pay a one-off cleaner or a photographer they met today. You also should not need a laptop to produce the bill. A browser on the phone is enough to type the line, read the preview and copy the link. The customer opens that link in their browser. If they want a file, they download the PDF from the same page.
Open the page, do not install
Use the demo or your workspace in the phone browser. Add the site to your home screen later if you want a shortcut. That is still the website.
Type the job in one line
The portrait example above is the whole invoice. Change the name and the numbers.
Copy the link
That is what you send. You are not exporting a project file.
Leave the customer logged out
They should never see a signup wall between the text and the total.
What to put on this invoice
- A browser, which the phone already has
- The client name and prices
- A link you can paste
- A PDF on that same page for anyone who asks for a file
Questions about this job
Does my customer need an account?
No. An account is for you, so you can find the invoice later. Their only step is to open the link.
What about offline?
You can draft the wording in notes, then create the invoice when you have a connection. The link itself needs the network to open.
Is a home-screen icon an app?
It is a bookmark. It does not change what the customer receives.
If the invoice needs an install, a one-off customer will not finish it. A link does not ask them to.
Related guides
How to invoice from your phone in under 60 seconds
Sixty seconds is enough when the line is ready in your head: client, tasks, prices, due date. The preview does the adding.
Open guide →How to turn a voice note into an invoice
Speak the job the way you would text it, paste the transcript into the invoice line, and check the numbers before you send.
Open guide →How to invoice a customer after finishing the job
Send the invoice before you leave the property. The work is still visible, and the customer can ask about a line while you are there.
Open guide →