Do you need to create a professional invoice quickly but don’t have access to a computer? No problem! With your iPhone, you can generate invoices in no time. Making an invoice on your Apple phone is easier than ever with the help of third-party invoice apps like Excel, Google Sheets, or Numbers. In this comprehensive guide, we’ll show you exactly how to make an invoice on your iPhone and share it with others in just a few simple steps. So, without further ado, let’s get started!
3 Main Methods of Creating an Invoice on Your iPhone
Creating invoices on your iPhone can be done using various methods, each with advantages and disadvantages. This article will discuss the three main methods to create an invoice on your iPhone: Excel, Google Sheets, and the Numbers app.
Method #1: Making Invoices with Excel
Microsoft Excel is a powerful spreadsheet application that can create invoices on your iPhone. To get started, follow these steps:
- Download and install the Microsoft Excel app from the App Store if you haven’t already.
- Open Excel and create a new workbook.
- Design your invoice template by adding headers, rows, and columns to input client details, product or service descriptions, quantities, prices, and total amounts.
- Customize the appearance by changing fonts, colors, and formatting as needed.
- Save the invoice as a new file each time you need to create one for a different client.
Pros
- Comprehensive features for creating detailed and customized invoices
- Can be synced across devices with a Microsoft account
Cons
- Requires a Microsoft 365 subscription to access full functionality
- May have a learning curve for users unfamiliar with Excel
Method #2: Making Invoices with Google Sheets
Google Sheets is another popular spreadsheet application that can be used to create invoices on your iPhone. Here’s how:
- Download and install the Google Sheets app from the App Store if you haven’t already.
- Open the Google Sheets app to create a new spreadsheet.
- Design your invoice template similar to the process in Excel, with headers, rows, and columns for all necessary information.
- Customize the appearance with fonts, colors, and formatting options.
- Save the invoice as a new file for each client, and store it in Google Drive for easy access.
Pros
- Free to use with a Google account
- Can be easily accessed and edited from any device with internet access
Cons
- May have limited features compared to Excel
- Requires an internet connection for real-time syncing and collaboration
Method #3: Making Invoices with the Numbers App
Numbers is Apple’s native spreadsheet application, making it an ideal choice for iPhone users. Here’s how to create invoices using Numbers:
- Open the Numbers app on your iPhone. You can download it via the App Store.
- Create a new spreadsheet or choose an invoice template from the available options.
- Input client details, product or service descriptions, quantities, prices, and total amounts in the designated rows and columns.
- Customize the invoice template by adjusting fonts, colors, and formatting as desired.
- Save the invoice as a new file for each client.
Pros
- Seamless integration with other apps and devices
- Free to use for iPhone owners
Cons
- Limited features compared to Excel
- May not be as accessible on non-Apple devices
6 Useful Tips To Create a Professional Invoice Using Your iPhone
Creating a professional invoice using your iPhone is essential for impressing clients and ensuring you get paid on time. Here are six useful tips to help you create a polished and well-organized invoice using your iPhone:
Choose the Right Invoicing App or Software
Select an invoicing app or software that offers customization options, ease of use, and compatibility with your iPhone. Popular choices include Microsoft Excel, Google Sheets, Numbers, and dedicated invoicing apps like ReliaBills.
Use a Clear and Organized Layout
A professional invoice should be easy to read and understand. Organize the information in a logical order, with separate sections for client details, invoice number, date, line items, and payment details. Use clear headings and consistent formatting to make the document visually appealing and easy to navigate.
Customize the Appearance
Personalize your invoice with your business logo, brand colors, and fonts. This makes your invoice look professional and helps reinforce your brand identity. Most invoicing apps and software allow you to customize the appearance of your invoice template.
Include All Necessary Information
Ensure you provide all the required information in your invoice, such as your business name, contact details, client’s name and address, invoice number, date, list of products or services, quantities, prices, taxes, discounts, and payment terms. Providing complete and accurate information can prevent confusion and potential disputes.
Set Clear Payment Terms
Clearly specify your payment terms, such as the due date, preferred payment method, and any applicable late fees. This helps set expectations and encourages your clients to pay on time.
Proofread and Double-check
Before sending the invoice to your client, take the time to proofread and double-check all the information for accuracy. This includes ensuring that the client’s details are correct, the prices and quantities are accurate, and the total amount due is correctly calculated. Sending an error-free invoice demonstrates your attention to detail and professionalism.
By following these six tips, you can create a professional invoice using your iPhone that looks polished and provides all the necessary information for a smooth billing process.
Try ReliaBills!
While creating invoices on your iPhone is a viable option, it isn’t always the most efficient solution for businesses. You need an automated invoicing system that can save time and money by streamlining the entire process without sacrificing quality. That’s why you should try ReliaBills—one of the best solutions for creating professional invoices and payment processing systems.
ReliaBills is a cloud-based invoicing and billing software designed to automate payment processes, reduce administrative overhead, and streamline payment processing duties. ReliaBills’ payment processing features include automated recurring billing, payment tracking, payment reminders, online payment processing, and much more!
It also provides valuable tools that help manage customer information, monitor payment records, and create proper billing and collection reports. As a result, invoice and billing management are simple and convenient. You also get access to active customer support, ready to assist you whenever you need help.
Get started with ReliaBills for free today! And if you want more features, you can upgrade your account to ReliaBills PLUS for only $24.95 monthly! Subscribing to ReliaBills PLUS will give you access to advanced features such as automatic payment recovery, SMS notifications, custom invoice creation, advanced reporting, and more!
With ReliaBills, you have an all-in-one solution to your invoicing and payment processing needs. Our convenient solutions will enable you to focus more on running and growing your business. Get started today!
Wrapping Up
Invoicing is a crucial part of running a successful business. That’s why it’s essential to know how to create one, no matter your device. With the help of this guide, you now know how to make an invoice on your iPhone, enabling you to generate professional invoices even when on the go. And if you want a more efficient invoicing solution, check out ReliaBills for all your payment processing needs.
