> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create and send an invoice in the app

> Learn how to create and send an invoice in the app in ServiceM8.

<iframe src="https://fast.wistia.net/embed/iframe/yk7zbx56ib?web_component=true&seo=false" width="100%" height="400" frameBorder="0" allowFullScreen />

## Select a job and tap to open it

<img src="https://mintcdn.com/servicem8/3wKeMTalh5DBFGjx/images/006-811-112-c501a298-adf5-4536-ba66-47ad3855fdef.png?fit=max&auto=format&n=3wKeMTalh5DBFGjx&q=85&s=a1caecbcd4ca3cb1a4327fd032dbc8c6" alt="Select a job and tap to open it" width="353" height="679" data-path="images/006-811-112-c501a298-adf5-4536-ba66-47ad3855fdef.png" />

## Tap Billing

<img src="https://mintcdn.com/servicem8/3wKeMTalh5DBFGjx/images/006-811-114-10440367-ff41-406f-9394-71ececbe632a.png?fit=max&auto=format&n=3wKeMTalh5DBFGjx&q=85&s=379aed47de02d48b0bbc31bec3197d7e" alt="Tap Billing" width="357" height="694" data-path="images/006-811-114-10440367-ff41-406f-9394-71ececbe632a.png" />

## Tap add Item/Service

<img src="https://mintcdn.com/servicem8/3wKeMTalh5DBFGjx/images/006-811-116-458bcee4-c544-4f20-bd9c-8bbef6a0d01f.png?fit=max&auto=format&n=3wKeMTalh5DBFGjx&q=85&s=70c752c421fbd8d9bd46858e5bad26de" alt="Tap add Item/Service" width="358" height="686" data-path="images/006-811-116-458bcee4-c544-4f20-bd9c-8bbef6a0d01f.png" />

## Tap Browse Items

<img src="https://mintcdn.com/servicem8/3wKeMTalh5DBFGjx/images/006-811-118-e548d7c9-2db3-4c55-9132-1ca976c605a0.png?fit=max&auto=format&n=3wKeMTalh5DBFGjx&q=85&s=81c3061c63a1b57a08374e5903c6939d" alt="Tap Browse Items" width="364" height="687" data-path="images/006-811-118-e548d7c9-2db3-4c55-9132-1ca976c605a0.png" />

**TIP:** You can add an item/services from recent saved searches, suggestion list or browsing the item list.

## Browse from the list

<img src="https://mintcdn.com/servicem8/3wKeMTalh5DBFGjx/images/006-811-120-c24f4d9e-222e-4564-bfde-7a4e1e6051cc.png?fit=max&auto=format&n=3wKeMTalh5DBFGjx&q=85&s=211138b2baa0b3a5221b972529dedc6a" alt="Browse from the list" width="360" height="686" data-path="images/006-811-120-c24f4d9e-222e-4564-bfde-7a4e1e6051cc.png" />

This is a list of all items in your inventory, you can add an item that you don't have by hitting the **Add Item** button, we will do this in the next step.

## Set the quantity and price, then tap Save

<img src="https://mintcdn.com/servicem8/3wKeMTalh5DBFGjx/images/006-811-122-4d5c4f0d-af93-4f9f-8443-8400ab353617.png?fit=max&auto=format&n=3wKeMTalh5DBFGjx&q=85&s=5f1cc47bdbcf7eb4f439645692894059" alt="Set the quantity and price, then tap Save" width="364" height="705" data-path="images/006-811-122-4d5c4f0d-af93-4f9f-8443-8400ab353617.png" />

## The Item has been added!

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-124-28396c01-f462-49c6-9e22-8aa3fd79bac0.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=6284b7f10b3ed7abe74ab25881154c40" alt="The Item has been added!" width="354" height="684" data-path="images/006-811-124-28396c01-f462-49c6-9e22-8aa3fd79bac0.png" />

## Now we will add an item that we don't have in our inventory. Tap Add Item/Service again.

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-126-f86edbc7-9609-443c-a6c1-de98769e7cb8.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=4d453db5b039c448d40983a90d6d225b" alt="Now we will add an item that we don't have in our inventory. Tap Add Item/Service again." width="347" height="680" data-path="images/006-811-126-f86edbc7-9609-443c-a6c1-de98769e7cb8.png" />

## Tap New Item

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-128-a8bf7a5b-f5ae-4822-9306-c0a847d8d04f.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=2bba73f89af17dd8e35c0def25784d1d" alt="Tap New Item" width="360" height="687" data-path="images/006-811-128-a8bf7a5b-f5ae-4822-9306-c0a847d8d04f.png" />

## Fill in the fields and hit Save

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-130-fbe19938-fd20-4ce3-a205-f7c3f807b065.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=ff38c57ea9adfc5eb12da07a989cff0b" alt="Fill in the fields and hit Save" width="364" height="683" data-path="images/006-811-130-fbe19938-fd20-4ce3-a205-f7c3f807b065.png" />

## The new item has been added, now we will generate an invoice

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-132-24271749-5abd-4f77-88a8-502d64fd638e.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=a7e4b9844b4ecd709168768d4116220f" alt="The new item has been added, now we will generate an invoice" width="358" height="686" data-path="images/006-811-132-24271749-5abd-4f77-88a8-502d64fd638e.png" />

## To create an invoice, tap Invoice icon

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-134-08cd90a7-c2d6-4aff-b5b4-e6934aa3afef.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=d8a71fcc02b6400a48772e0e59a47c69" alt="To create an invoice, tap Invoice icon" width="364" height="695" data-path="images/006-811-134-08cd90a7-c2d6-4aff-b5b4-e6934aa3afef.png" />

## The invoice will be automatically generated.

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-137-9e52033d-afbb-463d-8470-761d00730749.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=9aee842d08c6cad928f093041fde0387" alt="The invoice will be automatically generated." width="367" height="701" data-path="images/006-811-137-9e52033d-afbb-463d-8470-761d00730749.png" />

## To email the invoice, tap the icon on the upper-right corner of the screen.

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-139-ef731bcf-12f2-493d-b903-26aa0259fbec.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=a1bb3ceb0f65a24616ed407abb64d017" alt="To email the invoice, tap the icon on the upper-right corner of the screen." width="367" height="692" data-path="images/006-811-139-ef731bcf-12f2-493d-b903-26aa0259fbec.png" />

## Tap Email Invoice

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-142-c8f29087-27ed-4ff9-bef2-0cdfd07c4df9.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=8b029e531ccf942a14e43859c10ef4a8" alt="Tap Email Invoice" width="359" height="690" data-path="images/006-811-142-c8f29087-27ed-4ff9-bef2-0cdfd07c4df9.png" />

## The customer details are automatically loaded.

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-144-663a595d-6d93-490b-b0a9-44e5efae3d40.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=d2ff526beb93955c96ffe85857446b2f" alt="The customer details are automatically loaded." width="361" height="686" data-path="images/006-811-144-663a595d-6d93-490b-b0a9-44e5efae3d40.png" />

**Note:** The invoice is automatically attached and an email template is loaded.

## Tap Send

<img src="https://mintcdn.com/servicem8/3wGD2wuzGdgf-xtQ/images/006-811-147-71e0ce6c-3cb9-4369-b75c-69c0c84a8697.png?fit=max&auto=format&n=3wGD2wuzGdgf-xtQ&q=85&s=0fe380bf80cc494863d1fcf61cd4eef0" alt="Tap Send" width="365" height="684" data-path="images/006-811-147-71e0ce6c-3cb9-4369-b75c-69c0c84a8697.png" />

Make any changes you require to the email and hit send. Email templates are configured online and you can [customise](/help-center/tips-trick-more/more/how-to-create-an-email-template-informing-clients-of-your-data-handling-practices) them to suit your business.

## That's it! The invoice has been sent via email!

You can review the email in the Diary at any time to see what emails and invoices have been sent to a client.

***

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