Mobile App: How to Create Invoices

Mobile App: How to Create Invoices

Create and send invoices directly from the Lessen Pro mobile app to bill customers for completed work.

Overview

Invoices can be created from a work order and customized before being shared with the customer. They are accessible from the work order's Invoices tab.

πŸ“‹ Note: Depending on the work order, you may also see an option to Create Invoice for Balance, which automatically uses the remaining balance from the job.

Create a New Invoice

1

Tap + Quick Creation button to select Invoice in the bottom right corner or use the Invoice Needed filter from the Home Screen.
2

Navigate to the Invoices tab.
3

Tap Create Invoice for Balance or Create Invoice or . The Create Invoice screen will open.

Enter Invoice Information

Complete the invoice details:

  • Invoice Name
  • Invoice Date
  • Invoice Description (optional)

πŸ“Œ An invoice naming rule may automatically populate the invoice name based on your invoice settings.

Customize the Customer View

1

Tap Edit Customer View to control what information is visible to the customer. You can show or hide:

  • Service details
    • Taxable Pricing
    • Pricing information
  • Line items
    • Quantity fields
    • Price per unit
    • Line item totals

πŸ“Œ These settings only affect what the customer sees and do not change your internal invoice data.
2

When finished, tap Save.

Add Additional Details

You can also include the following optional fields:

  • Reference ID
  • Attachments
  • Internal Notes
  • Terms and Conditions

Add Services to the Invoice

You can add services in two ways. Repeat either process to add multiple services to the same quote.

⭐ Option 1: Add from Your Pricebook

1
 Tap + Add Service, then select Add Service from Pricebook.
2
 Search for the service you want to include and select it from the results.
3
 Review the service details and pricing, then tap Add Service.

✏️ Option 2: Create a Custom Service

1
 Tap Create New Service and enter a service name and optional description.
2
 Choose a pricing type: Lump Sum (single price) or Itemized (detailed line items).
3
 Specify whether the service is taxable, then tap Create Service.

Configure Payment Settings

Review and update the invoice payment settings:

  • Tax rate
  • Discounts
  • Due date
  • Signature requirement

πŸ“Œ If a signature requirement is enabled, customers will be required to provide a signature before completing payment.

Review Invoice Totals

Before saving, confirm all information is accurate by reviewing:

  • Subtotal
  • Tax amount
  • Discounts
  • Total amount due

Save or Send the Invoice

Tap Save to create the invoice. It will appear in the work order's Invoices tab.


When ready, tap Send Invoice to share it with the customer. After sending, the invoice will appear in the work order's Invoices tab, where you can monitor payment status and outstanding balances.

View Invoice Status

After an invoice is created, the Invoices tab displays payment information so you can quickly track outstanding balances:

  • Invoice total
  • Amount paid
  • Remaining balance
  • Payment progress

Quotes vs. Invoices

While Quotes and Invoices share a similar creation process, there are a few key differences.

πŸ“‹ Quotes

  • Propose work before approval
  • Sent for customer approval
  • Can be accepted or rejected by the customer
  • Focuses on proposed services and pricing
  • No payment progress tracking

🧾 Invoices

  • Bill for completed or approved work
  • Creates a payment request
  • Includes payment terms, due dates, and taxes
  • Tracks paid and remaining balances
  • Includes payment status and invoice history

πŸ’‘ Best Practice

  • Review invoice totals before saving
  • Include a clear description of the completed work
  • Add supporting attachments when needed
  • Verify tax rates and due dates before sending
  • Monitor the Invoices tab to track payments and outstanding balances

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