Getting Started
Setting Up MobileBiz Pro for the First Time
Walk through the first-run setup wizard in MobileBiz Pro — add your business name, currency, and tax so they're ready on your first invoice.
How to Add Your Company Logo
Upload your company logo to MobileBiz Pro so it appears on every invoice and PDF document you generate.
How to Add Your First Customer
Add a customer to MobileBiz Pro before creating your first invoice — only a name is required.
How to Add Items and Services
Add the products and services you sell to MobileBiz Pro so you can quickly add them to invoices.
Customize Your Email Templates
Customize the email your customers receive with invoices and quotes in MobileBiz Pro — edit the ready-made template or create your own per document type.
How to Set Up Automatic Backups
Set up automatic Dropbox or Google Drive backups in MobileBiz Pro to keep your business data safe without thinking about it.