How to make an invoice from my phone in 30 seconds

How to make an invoice from my phone in 30 seconds. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

1. Open Billing & Finance → Quick invoice (Quick invoice). On a phone, press Menu first.
2. In Customer choose the customer.
3. Type a quantity next to each item you did (hours, visits, each...). The Total before tax at the bottom updates as you type.
4. If something is not in the list, fill in Anything else with a description and a dollar amount.
5. Press Send invoice, or Save draft to review it first.

Tip

You land on the new invoice and a message confirms Invoice sent. or Draft saved.