Create an invoice as part of a project on mobile

This article explains how to use the FreeAgent mobile app to create an invoice as part of a project.

Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

Tap the ‘☰’ (mobile app navigation menu) button and select 'Projects'.

Projects highlighted in mobile app navigation menu.

Select the project that you’d like to create an invoice for from the list.

List of projects

Tap the three dots in the top-right corner and select ‘New invoice’ from the drop-down menu.

New invoice highlighted from drop-down menu

Enter all the relevant details and select ‘Create invoice & add line items’ to complete the process.

'Create invoice and add line items' button highlighted on New invoice screen.

You can then add line items to the invoice, send it in an email or mark it as sent, and share a payment link with your customer.

Find out more about creating or editing an invoice on mobile.

Did you find this article useful?