Invoicing
How to Create an Invoice
Create a professional invoice in MobileBiz Pro — select a customer, add line items, and save in minutes.
How to Create a Quote or Estimate
Create a professional quote or estimate in MobileBiz Pro to send to a prospective customer.
How to Convert a Quote to an Invoice
Convert an accepted quote or estimate into a ready-to-send invoice in MobileBiz Pro with one tap.
How to Email an Invoice to a Customer
Email a PDF invoice directly to your customer from MobileBiz Pro using the Share menu.
How to Record a Customer Payment
Record a full or partial payment against an invoice in MobileBiz Pro and update its status automatically.
How to Add Shipping Charges to an Invoice
Add shipping charges to any invoice in MobileBiz Pro using the Add Shipping menu.
How to Capture a Signature on an Invoice
Capture a customer's signature directly on an invoice in MobileBiz Pro and include it in the PDF.
Print Receipts with a Bluetooth Thermal Printer
Pair a Bluetooth thermal printer with MobileBiz Pro and print compact 58mm or 80mm receipts straight from any sale.
Customize Your Receipt
Design your MobileBiz Pro thermal receipt — logo, header, line-item columns, totals, and footer — and set it separately for each document type.
Print a Receipt for a Cash Sale
Ring up a cash sale in MobileBiz Pro, enter the cash received to see the change, and print a receipt on the spot.
Track Jobs with Projects
Use Projects in MobileBiz Pro to group every quote, invoice, and sales order for a job — like a kitchen remodel or office fit-out — in one place.
How to Attach Files to Invoices and Sales Forms
Attach documents like spec sheets, contracts, and warranty cards to invoices, quotes, sales orders, and cash sales in MobileBiz Pro.