Invoicing a Fixed Amount of a Quote on Tradify Mobile

Learn how to invoice for a fixed amount of a Tradify Quote on the mobile app.

It's easy to create an Invoice only covering a certain amount of work completed. On mobile, this follows a similar process to the web app but looks different.

How to Invoice a Fixed Amount of a Tradify Quote on Mobile

  1. Go to an Accepted Quote (for more steps on Accepting a Quote, visit Approving, Accepting and Revising Quotes on Tradify Web and Mobile).
  2. Select the ... button in the upper-right corner.
  3. Select Create Invoice from Quote.
  4. Select Fixed Amount.
  5. Fill out the Fixed Amount you'd like to invoice.
  6. Fill out the Invoice as necessary.
  7. Select Save or Approve.

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