How to Add an Invoice Using the Docket Mobile App

Gabriel

Updated July 18, 2023 03:54

This document is a step-by-step guide to demonstrate how to create an invoice in the Docket App. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/

3-Ways to Add An Invoice in Docket App

Option 1: Through Schedule Page

Step 1: Open up your Docket Mobile App to the Schedule and click the green + on the bottom right

Option 1 to creating invoices in the mobile app.

Step 2: Click Add Invoice

Option 1 to creating invoices in the mobile app.

Step 3: Search the clients name that needs invoiced and click Save

Option 1 to creating invoices in the mobile app.

Option 2: Through Client Page

Step 1: Click Clients

Option 2 to creating invoices in the mobile app.

Step 2: Search for the client and click to open their account and click More

Option 2 to creating invoices in the mobile app.

Step 3: From the options, select Invoice

Option 2 to creating invoices in the mobile app.

Step 4: To add an invoice, click the +

Option 2 to creating invoices in the mobile app.

Step 5: Adjust the line items and click Save

Option 2 to creating invoices in the mobile app.

Option 3: Through Open Task/Job

Step 1: From the schedule screen, click the task/job that is listed for the day

Option 3 to creating invoices in the mobile app.

Step 2: Click More at the bottom of the screen

Option 3 to creating invoices in the mobile app. — Step 3: Click Invoices

Option 3 to creating invoices in the mobile app. — Step 4: Click the + circle to add an invoice

Option 3 to creating invoices in the mobile app.

Step 5: Edit the line item and invoice details and click Save

Option 3 to creating invoices in the mobile app.

VIDEO: 3-Ways to Add An Invoice in Docket App

This video will explain how to add invoices using the Docket mobile app.

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