How to create an invoice on the phone
Create an invoice in the Genaya mobile app.
Learn how to create an invoice in the Genaya mobile app. Tap the blue plus, then Invoice: it opens as a draft and saves as you go. Tap Select a customer, search for the client by name and tap them, and their name, email, phone and address fill in under Billed to. Scroll down to Items, tap the plus, choose Add from catalog, search your price book and tap the item. Tap the line to change the quantity, then Done, and the totals update on their own. When it's ready, Send invoice sends it to the client, or Collect payment takes the payment now.