How to Add an Invoice Using the Mobile Docket App

Table of Contents

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.

Thank you for taking the time to learn how to create invoices in the mobile app! We value your time and appreciate you taking a moment to review the steps with us. We know there is a lot to learn so we hope these documents provide you with an peace of mind and a user-friendly way to train your employees and freshen up on the processes. If you come across a better way to complete these tasks, we are always open for feedback!

App, Billing, Mobile
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