Creating Invoices on Mobile
With the OneBookPlus iOS app or mobile web app, you can create and send invoices from anywhere — on a job site, at a client's location, or on the go.
Creating an Invoice on the iOS App
- Open the OneBookPlus app on your iPhone
- Tap the + button or go to Invoices → New Invoice
- Select a client from your contacts or add a new one
- Add line items:
- Tap Add Item
- Enter the description, quantity, and price
- The total calculates automatically
- Set the due date and payment terms
- Tap Send to email the invoice immediately, or Save to keep it as a draft
Creating an Invoice on Mobile Web
If you're using the PWA or mobile browser:
- Go to app.onebookplus.com.au on your phone
- Navigate to Invoices → New Invoice
- The process is the same as on desktop — the interface adapts to your screen size
Using Favourites for Quick Invoicing
If you frequently invoice for the same services:
- Go to Services from the sidebar
- Add your common services with descriptions and prices
- Mark frequently used ones as favourites
- When creating an invoice, your favourites appear at the top of the item picker
Tips for Mobile Invoicing
- Save as draft if you're unsure about amounts — you can review and send later on desktop
- Duplicate a previous invoice for repeat clients to save time
- Preview the invoice before sending to check how it looks
- Push notifications will alert you when the client views or pays the invoice
**Tip:** For tradies and field workers, mobile invoicing means you can send the invoice before you even leave the job site — getting paid faster.