MobileBiz ProHelp Center
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Help Center
  • Getting Started
    • Setting Up MobileBiz Pro for the First Time
    • How to Add Your Company Logo
    • How to Add Your First Customer
    • How to Add Items and Services
    • Customize Your Email Templates
    • How to Set Up Automatic Backups
  • Invoicing
    • How to Create an Invoice
    • How to Create a Quote or Estimate
    • How to Convert a Quote to an Invoice
    • How to Email an Invoice to a Customer
    • How to Record a Customer Payment
    • How to Add Shipping Charges to an Invoice
    • How to Capture a Signature on an Invoice
    • Print Receipts with a Bluetooth Thermal Printer
    • Customize Your Receipt
    • Print a Receipt for a Cash Sale
    • Track Jobs with Projects
    • How to Attach Files to Invoices and Sales Forms
  • Fix a Problem
    • Fix: PDF Service Not Available
    • Why Is My Logo Not Showing on Invoices?
    • Fix: CSV Import Not Working
    • How to Set Up MobileBiz Pro on a New Phone
    • How to Create PDFs Without an Internet Connection
    • Plus Active but Not Showing on This Device?
    • Scheduled Backup Didn't Run?
    • Items Missing From Your List?
    • PDF Totals Missing or Not Adding Up?
  • Invoice & PDF Setup
    • What Can I Customize in MobileBiz Pro?
    • Add Extra Information to Your Invoice PDF
    • How to Change Font Size on Invoices
    • How to Change Your Currency Symbol and Format
    • How to Show Project Names on Invoices
  • Backup & Transfer
    • How to Transfer Data to a New Phone
    • How to Restore a Backup
    • How to Back Up to Google Drive
    • How to Import Customers from a CSV File
    • How to Back Up to Dropbox
    • How to Import Items from a CSV File
    • Can I Sync Data Between Devices?
    • How to Change Where MobileBiz Pro Saves Your Files
    • The App Can't See My Folder
  • Reports
    • What Reports Are Available in MobileBiz Pro?
    • How to Customize and Save Reports
    • See if a Job Made Money
  • Guides
    • Turn Your Phone into a Counter Till
    • Emails That Get Invoices Paid
  • Plus Features
    • MobileBiz Pro Plus — What's Included
    • Show Your Work on the Invoice
    • How to Track Business Expenses
    • How to Add Photos to a Customer or Vendor
    • Does My Plus Subscription Work on My Other Devices?
  • 3rd Party Tools
    • How to Use Barcode Scanning
    • How to Access MobileBiz Pro from a Computer
    • How to Export Data to QuickBooks Online
Help CenterInvoice & PDF Setup

Invoice & PDF Setup

What Can I Customize in MobileBiz Pro?

An overview of every customization option in MobileBiz Pro — PDF templates, email templates, custom fields, labels, and more.

Add Extra Information to Your Invoice PDF

Add extra details to your MobileBiz Pro invoice PDF — a PO number, job site, terms, or your own custom fields — and control what shows per document type.

How to Change Font Size on Invoices

Adjust the font size on your MobileBiz Pro PDF invoices using the Print Preview Customize screen.

How to Change Your Currency Symbol and Format

Change the currency symbol, format, and date format used throughout MobileBiz Pro and on your PDF invoices.

How to Show Project Names on Invoices

Enable the Projects feature and display project names on your MobileBiz Pro PDF invoices using Detail Fields.