How to Make Invoice on iPhone?

Recent reports have stated that 93% of businesses experience late payments. There are multiple reasons for this delayed payment ranging from cumbersome invoicing processes to the sheer complexity of managing financial transactions on the go. 

However, because of technological advancements in mobile technology, creating and sending invoices has never been more convenient.

The rise of smartphones and their ever-increasing capabilities have revolutionized the way we conduct business. No longer are we tethered to our desktops or laptops for essential tasks like invoicing. With the right tools and a few taps on your iPhone, you can now generate professional invoices from anywhere, ensuring prompt payment and streamlining your financial operations.

Here is the detailed guide to assist on how to make an invoice on iPhone. We have provided step-by-step instructions for each method. You can apply this guide for all invoices you want to generate from the invoice maker app on your iPhone.

Recommended Tools or Apps to Make an Invoice on iPhone

It may seem a little challenging to make an invoice on iPhone at first, but with our three step-by-step guides, you can follow this process without Ditch spreadsheets, pens, or papers for invoicing your clients. iPhone has some of the best and most cost-effective ways that help users generate custom and professional invoices for free.

Consider going through these alternatives one by one and opt for the most suitable method to make an invoice on an iPhone.

Method #1: Making invoices with Microsoft Excel

Microsoft Office products are among the best compatible invoice apps for iPhone and can be used to create invoices; here are the steps you need to follow:

• To start with the first step, you must download and install Microsoft Excel on your iPhone from the App Store.
• After that, the second step is to open the Excel application and tap on the + icon you can see on the application.
• Afterward, you will have many templates at your disposal, but you will have to scroll down to the invoice templates.
• Then, you need to open the generic invoice template to edit the invoice as per your company details and data.
• When you’re ready to print or send invoices, click on the “Share” icon.

To effortlessly create an invoice in Excel, the steps mentioned above have to be followed thoroughly, then only you will be able to generate the desired results.

Method #2: Making invoices with Google Sheets

Another great invoice maker for iPhone to get familiar with is Google Sheets. Making invoices with Google Sheets is similar to Excel sheets but much more straightforward. Here is a detailed guide to using this invoice app for iPhone to create invoices that can be sent to your clients.

• When you want to use Google Sheets on an iPhone, you must download the app and install it.
• Once you have launched the app, tap the “+” icon at the bottom right corner of the screen.
• Then tap on the option that says “Choose Template.”
• Click on the “Invoice” tab at the bottom of the webpage to enter all the necessary information for the invoice to be created.
• Save the invoice in-app by tapping the “Checkmark” icon at the top of the screen.

You have successfully created an invoice on your iPhone that can be viewed and paid. By signing in with your Google Account, you can share and sync invoices immediately on all your devices, no matter where you are.

Method #3: Making invoices with the Numbers app

Numbers is Apple’s native spreadsheet program that offers you a black canvas so that you have the freedom to tailor the invoices your way. You can further organize the invoicing data as per your own will and move everything around the canvas in a way that matches your brand. 

It also provides the cost-effective and ready-to-use invoicing templates available in the app. All you need to do is simply drop your data into the fields and easily customize the font style, size, or cell borders. 

Numbers make it possible to resolve complex calculations in an error-free way with the help of advanced automated algorithms. You simply feed in the data and the tool will calculate automatically.

Here is a step-by-step process on how to make an invoice on an iPhone using the Numbers app:

• Open the Numbers app. You can download it via the App Store (if not yet done). 
• Now, when you open the Numbers app, it’ll direct you to your recent projects (if any). But we aren’t looking for that, so tap the ‘+’ icon on the right side of your top screen.
• By tapping the ‘+’ icon, you will be redirected to the templates page, where you can either select a blank spreadsheet to work with or get yourself a pre-outlined template. 
• However, since doing things from scratch requires time and skills, template pages are a better option to go with. 
• You can click on “Create New”, followed by the “Business” tab to find the template called “Invoice” and tap it to display the invoice template.

• Add required business information, client details, product or service descriptions, quantities, prices, and total amounts in the designated rows and columns.
• Review the invoice once, and then tap on “Done” once you are sure to send an invoice to your client.

Method #4: Making invoices using the free online invoice maker app

No more erroneous and time-consuming invoice creation. Leverage the power of a free invoice generator online and see what wonders it does. This free online maker can help you create customized invoices in just a few clicks. Plus you can even customize the invoices, choose from the range of templates available, preview the invoice once before sending it, and then either save the invoice or download it via email.

Challenges Faced While Using the “Numbers” invoicing app on iPhone

While the Numbers app on your iPhone may seem like a handy tool for invoicing, it comes with its fair share of limitations. Sure, it’s free and functional, but it falls short in meeting crucial invoicing needs.

• One major drawback is that Numbers offers only a single invoice template. If this template doesn’t meet your specific needs, you’ll have to either create an invoice from scratch or look for a better alternative.
• The Numbers app provides only basic features, lacking the ability to track invoice status or follow up with clients regarding pending payments.
• Every invoice created in Numbers requires customization and editing before sending, increasing the risk of errors and potentially appearing unprofessional to your clients.
• Sending an invoice through the Numbers app involves multiple steps, leading to unnecessary time consumption and potential delays in receiving payments.

Considering these limitations, it’s advisable to explore alternative invoicing solutions that not only simplify the invoice creation process but also streamline the management, delivery, and tracking of your invoices, ultimately making your invoicing tasks more efficient and hassle-free.

Additional Alternative to Consider for Making an Invoice on iPhone

Though the recommended methods listed above are sufficient to generate an invoice on iPhone. However, to further consider the additional option that can benefit you in multiple ways, then I think you should give it a thought.

Here are some of the perks that you can avail while using InvoiceOwl, an iOS based invoice making application, besides creating invoices on iPhone.

Let’s dive in:

1. Payments made faster

An invoice app like InvoiceOwl makes it easier for you to quickly and easily send professional invoices to your customers. Invoice processing via the iPhone invoice app leads to a faster payment cycle.

An invoice app for iPhone like this lets you create professional invoices which you can quickly send to the client and influences the client to pay the bill more quickly based on the invoice generated.

2. Integrate your billing

Among all the best invoicing iPhone apps, InvoiceOwl uses the latest mobile technology, automates the invoicing process, tracks overdue payments, reduces errors, and allows for greater insight and transparency.

Business finance is one of the areas in which the online invoice maker app focuses on increasing interoperability between the various systems. With the InvoiceOwl invoice app for iPhone, you are always on the go and never miss an opportunity to manage your business.

If you are looking for business invoice apps that build your business on a reputation that you can build on a good foundation, find the business iPhone invoice app solution that meets your needs. It allows you to customize invoices with logos, payment terms, and thank you notes.

3. Better data management

Online Invoice App enables a smooth flow of information from initiation to completion. With the administrative burden removed, you can devote more time to critical tasks. Small business owners find it cumbersome to send and track invoices while away, which is another reason this mobile invoicing has become one of the most popular methods to send invoices.

4. Increases trust, confidence, and satisfaction

This invoicing app provides real-time access to invoice information. This provides a higher level of customer satisfaction and guarantees the customers’ security and their data anywhere and anytime. Mobile invoicing apps are pivotal in building long-term relationships with your customers and clients regarding trust, confidence, and satisfaction.

In addition to making payments easier for your customers, it improves the relationship between you and them.

5. Streamline your entire billing processes

Another factor that keeps InvoiceOwl, the invoice maker app for iPhone, stands apart due to its ability to streamline your entire billing process. This invoice app is a powerful tool that automates and streamlines the payment process for your business, provides valuable insights for planning future growth and automates every aspect of the billing process. 

From any of your authorized devices, you can access all the information about your business invoices with the app for business invoices on your mobile device.

6. Quick access to data

When you’re out, you don’t miss a single detail. If you want a quick look at whatever business information you need on your iOS device, log in to the invoice app supported by InvoiceOwl to access it. As well as creating invoices, you can also track the progress of your projects and keep an eye on the activity of your staff at any time.

Note: You can start with its free trial plan and see what wonder it does in giving you access to premium invoice templates, keeping your business finances in place, and making generating invoices more accessible than ever.

Checklist to Consider While Preparing an Invoice on iPhone

To prepare an invoice on iPhone, you can keep this checklist handy. Here is a list of items that you should have in your hand and should be included in the invoices you create.

1. Branding

Considering that your invoice is a document that represents your business, you must ensure that it reflects the branding that you wish to convey. Think of logos, colors, fonts, and wording that appear in the item’s description and the text of your payment terms.

2. Legal information

You must legally include some information on your invoices to be valid.

The word ‘invoice’ must be displayed on the document. It is also essential to include the following information:

• A unique identifier that can be used to identify an individual.
• The name and address of your business, as well as your contact information.
• If you are invoicing a customer, you need to know that customer’s business name and address.
• There must be a clear explanation of what you charge for in your charge sheet.
• It is also referred to as the supply date if you provided the goods or services before the date on which they were requested.
• Invoice date.
• Charge(s) you are making.
• The amount of VAT, if any.
• The amount owed in total.

Sole trader invoices

An invoice for a sole trader must also include:

• If you have a business name, include it in your name
• A business address where you can receive any legal documents if your business name is used

Limited company invoices

Let’s say you own a limited company or LLP. In such a case, your invoices will need to display the complete company name on the certificate of incorporation and its registration number and address as listed with Companies House.

If a director/member’s name is placed on the invoice, then the names of all the directors/members must be placed along with the name of the director/member.

It is mandatory for VAT-registered businesses to include their VAT number on their invoices and comply with VAT invoice rules. Invoices must include the following information:

• A serial number on an invoice apps templates is a number that identifies the invoice and is unique to it and follows the number on the invoice published the previous month (if an invoice is spoiled or cancelled, you must keep the invoice to present it to a VAT officer at your next VAT inspection).
• Name and address of the business of the seller.
• Seller VAT registration number.
• A date on the invoice.
• If the supply date differs from the invoice date, it is known as the tax point.
• Address and name of the customer.
• Describe the goods or services provided to the customer in sufficient detail to identify them.
• A cash discount rate.
• VAT-exclusive total payable.
• The sterling value of the total VAT charged.

You must show the following for each type of item listed on the invoice:

• VAT-exclusive unit price or rate.
• Goods or services in terms of number or extent.
• The VAT rate applied to the sale.
• Discount rate for that item.

In addition, you need to comply with the following rules when issuing a VAT invoice that contains zero-rated or exempt goods or services:

• Demonstrate clearly that those goods and services are VAT-free.
• Separate the totals of those values.

3. Price

The price needs to be right” when asking for online payments. Thus, you could end up being in the embarrassing situation of either having to ask for more money or refunding your clients if their order is overvalued.

You must include your most recent quote at the end of your invoice, and remember that if you have promised any discounts or special offers to your customers, you should ensure that you include the most recent pricing in your invoice.

Please include the unit price in your invoices if you are VAT registered.

4. Description

Ensure that the invoice’s description is as straightforward as possible when describing what you sell to the customer. This will help you avoid customer queries.

Calling a customer to ask a question about an invoice could be seen as poor customer service, and it may delay the payment process.

5. Payment information

Ensure that your customers can pay you quickly. On your invoices, it is essential to include the details of your bank account or if you will accept payments online.

Sending invoices is easy with InvoiceOwl. It also features automatic payment reminders.

You can include a link with the invoice that customers can click on to make their online payment at the time of sending.

The decision to get paid as soon as possible is yours to make. Ensure that your customers adhere to your payment terms.

Invoices need to be laid out with all the necessary information. By making your customers’ lives easier by providing professional-looking invoices, you’ll encourage them to come back and purchase from you again.

Conclusion

As a part of this guide on making an invoice on iPhone, we explored various invoice makers and techniques to help you complete this task successfully. We intended to follow a step-by-step approach in each method to facilitate and improve understanding.