Create an Invoice on iPhone Effortlessly

Steps to create an invoice on iPhone

Creating an invoice on your iPhone is a straightforward process that can be accomplished quickly using airSlate SignNow. Follow these steps to ensure your invoice is professional and ready for distribution.

1. Open the airSlate SignNow app on your iPhone and log in to your account.
2. Select the option to create a new document and choose the invoice template.
3. Fill in the necessary details such as your business name, address, and contact information.
4. Add the recipient's information, including their name and address.
5. List the products or services provided, including quantities and prices.
6. Review the invoice for accuracy and make any necessary adjustments.
7. Save the invoice and prepare it for sending.

Customizing your invoice

With airSlate SignNow, you can easily customize your invoice to reflect your brand. This includes adding your logo, adjusting colors, and modifying the layout. Personalizing your invoice helps establish your brand identity and makes your documents more recognizable.

To customize your invoice:

1. Select the customization options within the invoice template.
2. Upload your logo from your device or cloud storage.
3. Choose a color scheme that matches your brand.
4. Adjust the layout to highlight key information, such as total amounts or due dates.

Sending your invoice for payment

Once your invoice is complete, you can send it directly from your iPhone. This feature allows you to share your invoice securely and efficiently, ensuring timely payments.

To send your invoice:

1. After saving your invoice, select the option to send it.
2. Enter the recipient's email address.
3. Add a brief message if desired.
4. Choose to send the invoice as a PDF attachment or a link.
5. Confirm the details and send the invoice.

Tracking invoice status

Keeping track of your invoices is crucial for managing your cash flow. airSlate SignNow provides tools to monitor the status of your invoices, so you know when they have been viewed and paid.

To track your invoice:

1. Navigate to your sent documents within the app.
2. Select the invoice you wish to track.
3. View the status, which will indicate if it has been viewed or paid.
4. Set reminders for follow-ups if necessary.

Using templates for efficiency

Creating invoices from scratch can be time-consuming. By utilizing templates available in airSlate SignNow, you can streamline the process and save time on future invoices.

To use templates:

1. Access the template library within the app.
2. Select an invoice template that suits your needs.
3. Fill in the required fields with your specific information.
4. Save the customized template for future use.

Ensuring security and compliance

When dealing with financial documents, security is paramount. airSlate SignNow offers robust security features to protect your invoices and sensitive information.

To ensure security:

1. Use strong passwords for your airSlate SignNow account.
2. Enable two-factor authentication for added protection.
3. Regularly review your document sharing settings to control access.
4. Ensure compliance with local regulations regarding invoicing and data protection.