Mobile Invoicing: How To Send An Invoice With My Mobile Phone

mobile invoicing, man holds a mobile phone

Mobile invoicing maybe pretty new but the process of invoicing is traced back to the ancient Mesopotamian Civilization (modern-day Iraq, Kuwait & Syria) somewhere around 4000 years ago.

In the past , invoices were sent with envelopes and stamps. Today, technology has made it very easy that you can now create invoices easily with your mobile phone from the comfort of your bed.

There are many invoicing software available for creating invoices on your mobile phones.

Can I send an invoice with my phone?

Of recent many people seem to have been asking this same questions. Well, the answer is yes and as we go further I’ll work you through the process on how to go about it.

Invoices are formal documents that is used to request for payment, usually sent from a business owner to a client after the completion of a transaction.

Mobile invoices are simply those that are sent via a phone or other mobile device.

Technology has made invoicing easier now with mobile invoicing systems. This can be accomplished by using an invoice application. 

Many invoicing software providers offer mobile apps that allow you to create, send, and manage invoices from your phone or tablet.

To send an invoice using a mobile invoicing system, you typically need to follow these steps:

  • Download and install a mobile invoicing app on your phone or tablet.
  • Sign in to the app and create a new invoice by entering the customer’s information, the products or services provided, and the amount due.
  • Customise the invoice by adding your logo, colours, and other branding elements.
  • Always preview your invoice to ensure that all information was entered correctly.
  • Send the invoice via email or  text message.
  • Always ensure to monitor the status of your invoice after sending it.

By using a mobile invoicing app, you can send invoices on the go and keep track of your invoicing and payment activities from anywhere.

This can help you save time, improve cash flow, and make your business more efficient.

How to create an invoice on your mobile phone

 There are different invoicing platforms or systems available on your mobile devices which allows you to create and manage invoices.

One of the best invoicing systems is ProInvoice. ProInvoice is an invoicing platform that enables users to create an invoice ,track an invoice and also receive payments..

With ProInvoice , you can:

  1.  Create Professional Looking Invoices:

   To create a professional invoice, follow the steps below

  • Log into app.ProInvoice.co
  • On the sign in page, enter all the required details.
  • On the dashboard, tap on the ” New invoice” text link on the top right.
  • On the new invoice page enter all the required details for your invoice.
  • Your invoice will be successfully created.
  • Tap send.

 Still having troubles? Use the link below to watch a short video on how to go about it.

  1.   Set Recurring Invoices

Pro-invoice also has a feature that helps you create a recurring invoice.All you have to do is create one invoice and the system does the rest for you. Here’s a short video on how to go about it.

3. Track Invoice Status:

Tracking your invoice status is a basic necessity in invoicing to know the status of your invoice.this is also one of the features ProInvoice provides.

To track your invoice,do the following:

  • Log into the site
  • Sign in
  • Tap on the invoice
  • Tap on “all”, drop-down and filter the list by the status- either paid, pending or overdue
  • All the invoicing activities on an invoice can be viewed by selecting the invoice, tap more and select invoicing activity.

if you’re still finding it difficult, you can watch this video on how to go about it.

4.   Use It For Financial Reporting And Auditing:

The province system can also be used for financial reporting and auditing.it has a unique feature  that uses a pie chart and bar chart for reporting and auditing your finances. Here’s a video guide on how to use this feature on the platform.

Benefits of using mobile invoice

There are several benefits of using a mobile invoice app to manage your invoicing and payment processes.

Here are some of the key benefits:

Fast Payment :

this is one of the major benefits of using invoicing mobile. Mobile invoicing systems comes with features that enables users to   create, send, and manage invoices effectively, from anywhere, at any point in time.

This can also help you keep track of your invoicing and payment activities and avoid delinquent or missed payments.

You can also download and print receipts or capture signatures while the client waits. You no longer need to wait until you get to the office to start preparing your invoices.

Efficiency:

Mobile invoicing apps are designed to be user-friendly and intuitive, making it easy to create and send invoices quickly and efficiently.

This can help you save time and improve your productivity, allowing you to focus on other important aspects of your business.

It Enables You To Track Payments Easily:

Mobile invoicing system comes with features that helps you to track payments easily and fast.

This can help you keep accurate records, manage your cash flow more effectively, and make informed business decisions.

Payment Reminders:

Many mobile invoicing apps come with automated payment reminders that can help you reduce the risk of delinquent payments.

You can set up reminders to notify customers when invoices are due or overdue, improving collections and reducing the risk of late payments.

Security:

Mobile invoicing apps typically use secure payment processing methods, such as SSL encryption and PCI compliance, to ensure the safety and security of your financial data.

This can help you protect your business and your customers from fraud and other security threats.

Overall, using a mobile invoice app can help you streamline your invoicing and payment processes, save time, improve your cash flow, and make your business more efficient and professional.

Should I Use Mobile Invoicing For My Business?

Mobile invoicing has replaced the use of envelope and manual bookkeeping which can be stressful at times.

Many business owners try to do too much too fast and in the process of that, they  burn themselves out attempting to handle  all these tasks at once.

Well that’s one of the reasons why you should use  mobile invoicing; It helps to reduce the weight on your shoulder by making your work easier and faster as you can do this from your own convenience at any point in time.

Mobile invoicing apps can also be cost-effective, with many options available for free or at a low cost.

However, if you need more advanced features or have high-volume invoicing needs, you may need to invest in a more expensive invoicing system.

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