> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/field-operations/mobile/create-and-send-quotes-and-invoices.md). # Create and send quotes and invoices on mobile Technicians can prepare a quote or invoice while working a visit, preview the customer-facing document, and send or finalize it from the mobile app. The document stays linked to the job so both the field team and office team can find it later. > **Where to find it:** Mobile app > Visits > visit detail > Job Quotes & Invoices ## Before you start * Clock in to the visit. * Make sure your role can create the type of document you need. The **Default Super Technician** role includes mobile access plus quote and invoice creation. Invoices must also be enabled for your business. * Connect to the internet to generate with AI, preview a PDF, send, sign, or collect payment. You can edit and save drafts offline. You can also finalize an invoice offline for syncing later unless Essential still needs an online payment provider to calculate its sales tax. If you can view but not create a document, you can still open existing job quotes or invoices from this section. ## Create a quote 1. Tap **New Quote**. 2. Add pricebook or custom items, then review each description, quantity, unit price, and tax selection. * If the draft contains item groups, review the group headings and move an item to another group or **Other** as needed. The app preserves those groups when you preview, save, or turn a signed quote into an invoice. * To apply different configured tax rates to individual items, tap **Adjust** beside **Sales tax rate**, choose which items are taxable, and select the applicable rates. Businesses using automatic tax see the address-calculated rate instead. 3. Choose the applicable **Terms & Conditions**. 4. Tap **Save Draft** to keep your work without sending it. The draft appears under **Job Quotes & Invoices**. If you are offline, **Pending sync** means the completed save is queued and will sync after you reconnect. **Saved on device** means required information is still missing; complete those fields and save again. Reconnecting alone does not clear that label. 5. Tap **Preview Quote** whenever you want to review the customer-facing document. 6. Choose one of the quote actions: * **Send Quote:** Select one or more email recipients, then send the quote. * **Get Signature:** Enter the customer signer’s full name, review the signature statement with them, and tap **Mark Quote Signed**. Required actions remain unavailable until the quote has at least one item, terms and conditions, a valid total, and any required recipients or signature name. Sending and signing require an internet connection. After a quote is signed, tap **Turn into Invoice** to open an editable invoice draft. If the signed quote is already stored on the device, this conversion also works offline. Review and change the invoice before sending or finalizing it; changes to the invoice do not alter the signed quote. ## Create an invoice 1. Tap **New Invoice**. * If this property has a signed quote that has not been invoiced, choose it to copy its description, items, groups, discounts, attachments, tax selections, and related jobs into the invoice. Choose **Start without a quote** when the invoice is for different work. 2. Add or edit the items and review their descriptions, quantities, unit prices, and tax selections. * If the draft contains item groups, review the headings and each item's group before continuing. * To apply different configured tax rates to individual items, tap **Adjust** beside **Sales tax rate**, choose which items are taxable, and select the applicable rates. Businesses using automatic tax see the address-calculated rate instead. 3. Choose the **Payment Terms**. 4. Tap **Save Draft** to keep your work without sending it. The draft appears under **Job Quotes & Invoices**. If you are offline, **Pending sync** means the completed save is queued and will sync after you reconnect. **Saved on device** means required information is still missing; complete those fields and save again. Reconnecting alone does not clear that label. 5. Tap **Preview Invoice** whenever you want to review the customer-facing document. 6. Select recipients and tap **Send Invoice**, or tap **Finalize Without Sending** if the invoice should be made final without emailing it. These actions remain unavailable until the invoice has at least one item, payment terms, and a valid total. Sending also requires at least one recipient and an internet connection. If you finalize while offline, the invoice is locked on the device and marked **Pending sync** until it reaches Essential; reconnect before collecting payment or sending it. ## Collect payment on an invoice Payment options appear after the invoice is final. * Under **Card payment**, tap **Enter or scan card** to use Stripe’s secure card form. On supported devices, Stripe can scan the card details with the camera; manual entry is always available. Essential does not receive or store a card photo or the raw card number. Card collection requires a verified Stripe connection, and the fee and total charge appear before collection. * Use **Record a payment received** for cash, check, bank transfer, or a card processed elsewhere. Choose the payment method and optionally add notes or photos of a check, receipt, or other proof of payment. The photos are saved with the invoice payment. Do not record another payment while a card payment is still processing. Invoices managed directly by a payment provider show their finalization and payment actions on the back-office invoice page instead. ## Find the document later Return to the visit and open **Job Quotes & Invoices**. Quotes and invoices created for the job also appear in the mobile Job Summary and on the linked Job Task in the back-office web app. The document screen lists its **Related jobs**. If you started the quote or invoice during a visit but it covers unrelated work, tap **Disconnect** beside that job. Disconnecting removes the document from that job without deleting the document. After sending, the header shows the saved server status immediately: normally **Unsigned** for a quote or **Unpaid** for an invoice. A zero-dollar invoice becomes **Paid**, and an already-due backdated invoice can become **Overdue**. Use the three-dot menu in the header to void an unsigned quote or unpaid invoice. A voided document can be returned to **Draft** from the same menu when it has not been replaced or paid; the draft must be sent again before a customer can view it. If you leave a draft screen after making changes, the app asks you to confirm before discarding them. A document that has already been sent, signed, or finalized remains saved even after you leave the visit. Mobile billing is scoped to this visit. Use the back-office web app when one quote or invoice needs to cover a whole multi-visit job. ## Related guides * [Create a quote](/revenue/quotes/create-a-quote.md) * [Turn a signed quote into an invoice](/revenue/quotes/turn-a-signed-quote-into-an-invoice.md) * [Record a payment on an invoice](/revenue/invoices/record-a-payment-on-an-invoice.md) * [Work offline and sync mobile changes](/field-operations/mobile/work-offline-and-sync.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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