How to Add Invoices/Estimates (Mobile App)

Creating invoices and estimates directly from the Count mobile app makes it easy to manage sales on the go.

Follow these steps to create either an Invoice or an Estimate:

Tap New Estimate if you want to create a non-binding cost proposal that outlines the products or services you plan to provide. Estimates can later be converted into invoices once approved by the client.
Tap New Invoice if you want to create a formal request for payment that specifies the final amount due for products or services provided.

Both options will open a form where you can input all required details.

Invoice Title, Memo, and Invoice/estimate Number: Enter a title for the invoice/estimate, any relevant memo, and an invoice/estimate number.
Add a Customer: Click Add a customer. Select a customer from the list or click Create a new customer at the bottom of the drop-down menu to add a new one.
Invoice Date and Due Date: Choose the invoice/estimate date and the due date for payment. You can also choose an option from the dropdown menu that sets due date after a certain period i.e. Net 15 days, Net 30 days etc.
P.O. or S.O. Number: Enter a Purchase Order (P.O.) or Sales Order (S.O.) number if applicable.

Line items are the products or services being purchased by your customer.
Add an Item: Click Add an item for each product or service you are invoicing for.
If you have already added products and services, select one from the dropdown menu, or type the item name in the search box and select the item.
If no items are saved, click Create an item to add a new item and fill in the required details.
Enter Quantity and Price: Input the quantity and price for each item. COUNT will automatically enter the price you created while adding the item.
Select Tax %: If applicable, select a tax percentage for each line item.
Add a Discount: If applicable, click Add a discount below the Subtotal field to apply any discounts.

After the Add Products or Services section, you can also add Memos and Attachments to an invoice/estimate where applicable,
Additional Options: Invoices/estimates can also be linked to Projects, Sales Representatives and Tags already created in the system.
Recurring Invoices/estimates: You can check the Recurring option to set a cadence for the invoice upon which an invoice will be automatically created. COUNT also includes an option to email the invoice to the customer automatically at the click of a button.

Click Save as Invoice/Estimate to create the invoice/estimate.
Alternatively, click Save as draft to save it as a draft if you need to make further changes later.

Updated on: 29/10/2025

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