What if we told you that you don’t need a laptop or computer to invoice your clients? You can make an invoice and send it directly from your mobile phone in just a few quick steps. If you’re an iOS user, we’ll guide you through how to make an invoice on iPhone and send it to your clients easily. Additionally, we’ll introduce you to alternative invoicing tools that can help you get paid faster and more efficiently. Let’s get started!
Table of contents:
How To Make an Invoice on iPhone? Step By Step Guide
Creating and sending invoices from your iPhone is quick and straightforward. Here’s a step-by-step guide to doing it using the Numbers app:
1. Open the Numbers App
- Accessing the App: From your home screen, search for the Numbers app using the Spotlight search or locate it in your app library.
- Starting a New Invoice: Tap the “+” icon to start a new document. You will see a list of templates available in the app.
2. Choose a Template
- Finding the Invoice Template: Look for invoice templates in the Business section. You can choose a blank template for full customization or select from premade templates for a quicker setup.
- Opening the Template: Tap on the desired template to open it. This will bring up a preformatted invoice layout ready for you to fill in.
3. Fill in the Invoice Details
- Add Invoice Header:At the top of the template, label your document with “Invoice.” You can also add your business logo for a professional touch.
- Enter Client Information:Fill in the client’s name, address, and contact details.
- Describe Your Services: Describe the services provided or products sold. Include line items detailing each service, price, and additional fees.
- Specify Payment Terms:Mention your payment terms and conditions, the due date and any applicable taxes or discounts.
4. Send the Invoice
- Prepare to Send:Once all details are added, tap on the screen’s three-dot icon at the top right corner.
- Export:Choose the export option and select PDF. PDF is recommended as it preserves the layout and is universally accessible.
- Send Your Invoice:Tap on the platform icon you want to send it through, such as email, Messages, or any other available app.
While the Numbers app provides a simple way to create invoices, it has some limitations that might affect your invoicing process.
Limitations of Sending Invoices via the Numbers App on iPhone:
- Manual Tracking:The app doesn’t offer features to track invoice status, meaning you’ll need to track outstanding invoices manually.
- Risk of Calculation Errors: Calculations must be done carefully, as errors can occur if formulas aren’t set upcorrectly.
- No Automated Payment Reminders:The app doesn’t send automatic reminders for due payments, so you must follow up with clients manually.
Since the Numbers app has limitations, it’s worth exploring more mobile-friendly alternatives that can enhance your invoicing experience.
Now that you’ve learned the advantages of using CheckYa let’s look at how to create an invoice in just three easy steps.
A Better Alternative: Using CheckYa for Invoicing on iPhone
For a more efficient invoicing solution, consider using CheckYa, a mobile-first invoicing tool designed to speed up and simplify the process.
Why Choose CheckYa?
- Quick Setup: CheckYa offers premade templates to fill in and send in minutes. There’s no need for complex setups or calculations.
- Client Management: Keep track of all client details and invoices in one place, allowing you to manage your business efficiently.
- Direct Payment Collection: Send invoices with multiple payment options, including Apple Pay, Google Pay, credit/debit cards, PayPal, and ACH. This flexibility makes it easier for clients to pay you promptly.
- Manage Payment Processing Fees: You can split payment processing fees with your clients, ranging from 50% to 100%.
- Currency Flexibility: Send invoices in the currency of your choice, making international transactions seamless.
- Dashboard Tracking: From a single dashboard, monitor the status of all invoices, including overdue, paid, and unpaid ones.
With CheckYa, you can streamline your invoicing process, reduce errors, and ensure you get paid faster. Plus, it’s free to start and doesn’t require a credit card to set up.
Creating an Invoice on Your iPhone Using CheckYa:
Creating and sending invoices from your iPhone is incredibly easy with CheckYa. Here’s how you can get started:
1. Sign Up and Start a New Invoice:
- Visit the Website: Open Safari or your preferred browser on your iPhone and go to www.checkya.com.
- Sign Up: Log in to your account if you already have one, or create a new account.
- Create Invoice: Once logged in, navigate to the Invoices section and click on New Invoice.
2. Fill in Invoice Details:
- Enter Client Information: Add your client’s name, address, and contact details.
- Choose Currency:Select the currency you want to invoice in, accommodating both domestic and international clients.
- Add Line Items:Include descriptions of the services or products provided, along with their prices. You can add multiple line items if needed.
- Specify Payment Terms:Clearly outline payment terms, including due dates and accepted payment methods.
3. Preview, Send, and Track:
- Preview Invoice: Before sending, preview the invoice to ensure all details are accurate and professionally presented.
- Send Invoice: Once reviewed, hit Send to email the invoice to your client directly.
- Track Invoice Status: Use CheckYa’s dashboard to monitor the status of your invoices. Easily track paid, unpaid, and overdue invoices all in one place.
Conclusion:
Now that you know how to create and send invoices on your iPhone, you can easily handle billing from anywhere. Use the steps provided to send invoices directly from your phone. For a smoother experience with quicker payments and easier tracking, consider using CheckYa. This tool lets you create, send, and manage invoices with just a few taps, helping you get paid faster and keep everything organized.
