# How to Create an invoice on Mobile

**URL:** <https://community.getswipe.in/t/how-to-create-an-invoice-on-mobile/1235>\
**Category:** General\
**Created:** [January 29, 2025, 10:23am UTC](https://community.getswipe.in/t/how-to-create-an-invoice-on-mobile/1235 "2025-01-29T10:23:50Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Jagadish.S](https://yyz1.discourse-cdn.com/flex003/user_avatar/community.getswipe.in/jagadish.s/32/9288_2.png) [@Jagadish.S](https://community.getswipe.in/u/Jagadish.S)\
**Post date:** [January 29, 2025, 10:23am UTC](https://community.getswipe.in/t/how-to-create-an-invoice-on-mobile/1235/1 "2025-01-29T10:23:50Z")

</div>

**Step 1:** To create an invoice on mobile Please go to the home page \>\> Click on invoice option.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/1/193fbd84d090f90a294b80e241298842b26423aa.png)

**Step 2** : **Add customer**

To add a new customer please check the steps from the link below.

> [@How to add a new customer in mobile?](https://community.getswipe.in/t/how-to-add-a-new-customer-in-mobile/1178):
>
> To add a new customer, follow the below mentioned steps Go to Parties \>\> Add a new customer i.e (+New Customer) Kindly add required information of the customer. Fill in the customer name(mandatory field) Phone and email(if required) If you desire to add company details of the customer \>\> Add GSTIN \>\> click on fetch details to fetch the company name and billing address (you can also enter the billing and shipping details manually if desired) To add Billing address, click …

To add an existing customer click on add customer \>\> Search the name of the customer \>\> select the customer.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/3/30437f0f2f246a9d7cee2d6950815b3d4ce29381.png)

**Step 3:**  **Add products**

To know how to add a new product please click on the link below.

> [@How to Add a New Product in Mobile App?](https://community.getswipe.in/t/how-to-add-a-new-product-in-mobile-app/1193):
>
> To Add a new product in Mobile, Please Follow the Below Mentioned Steps Step1: Kindly Click on Products Step2 : Click on (+New product) Step3: Enter the Product Details Product Name – Enter the Product Name (Mandatory) Selling Price – Enter the selling price of the product Tax % - If your company having GST Number then You will be able to add the Tax percentage to the Product. (Mandatory) Purchase Price – Please Enter the purchase price this will help you in tracking y…

To add an existing product click on add product \>\> Search the product \>\> Add the product quantity \>\> Click on continue.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/4/449f76450d5b0a4ec4979ba9e856bd76bba76df5.png)

**Step 4:**  **Add discount and other details to the product**

To add the details please click on edit option on the product \>\> edit/add the required details \>\> click on continue.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/3/378dc91d964007d42c4be8d9f4cf2e777622d3ca.png)

**Step 5:**  **Add custom fields**

You can add custom document headers to mention the additional details on the invoice.

To add custom fields Click on Add / Edit option in front of the custom header \>\> Add the required custom field \>\> Add the details in the custom fields.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/5/5734694ba86047e339077e8a6c3136467d76a18e.png)

**Step 6:**  **Select the bank details**

To add the bank details you can check steps from the link below.

> [@How to Add bank details on Andriod](https://community.getswipe.in/t/how-to-add-bank-details-on-andriod/510):
>
> If you are looking to add bank details in the mobile application, then follow the steps given below: Click on More \>\> Click on Bank \>\> Click on Add New Bank Details \>\> Add details and Add New Bank.

To select the existing bank Go to bank option \>\> click on change \>\> Select the bank.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/2/2ad744283dd467db28af9bd95313ef2ef8bc1832.png)

**Step 7:**  **Add signature**

To add a new signature you can check the steps from the link below.

> [@How to add a new signature on Android](https://community.getswipe.in/t/how-to-add-a-new-signature-on-android/40):
>
> Step 1: Go to “More”. Choose the “Signature” option from the menu. ‍ [[add your signature]](https://swipe-3fe913211721.intercom-attachments-1.com/i/o/854937639/fb09b6bfd807c82d68481748/652791aad9f36cd044118975_67.png) ‍ Step 2: Add a new signature. Click on the “+Add New Signature” option present at the bottom of the screen. A new page appears. Here, enter the signature name and upload the signature image. Note: You can always edit the signature later. ‍ [[upload your signature]](https://swipe-3fe913211721.intercom-attachments-1.com/i/o/854937644/1aa1cf6412511da62760037c/652791c400216656b19163ae_68.png) ‍ Step 3: Click on “Add Signature”. Click on the “Add Signature” option present at the bottom of the screen. Congratulations! You have…

To add an existing signature Click on Select signature \>\> select the added signature.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/3/311a273f6572e2722f46b77261fbc2aa16a7ea8b.png)

**Step 8: Add the References, notes and terms.**

Click on References to add the invoice references like PO number, E-way bill number, sales person number etc.

To add notes into your invoice click on Notes \>\> Add the notes \>\> Click on save.

To add the terms and condition on the invoice Click on Add terms option \>\> add the terms \>\> Click on save button.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/d/d0f748f69c6df724e0476765006a6deee21f4132.png)

**Step 9: Add additional charges**

If the additional charges are applicable on the invoice you can click on Additional charges \>\> Add the applicable charges.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/0/01ed2f4109ce768fa983bb581963e4f86da25d49.png)

After adding the applicable charges to add the amount please click on the charges name \>\> Add the amount.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/c/cd3c14613316da6c7bc9c6a7793c0f091f0af690.png)

**Step 10:**** Record TDS and TCS if applicable**

Select the TDS or TCS option and select the applicable section to add the TDS or TCS on the invoice.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/2/223fc6d964b68741413dc210ac9e79cc95759bf5.png)

**Step 11:**  **Record payment and create the invoice**

If the invoice amount is fully paid Please select the mode of payment \>\> Select the mark as fully paid option.

If the amount is partially paid, Add the amount \>\> Select the payment mode \>\> Click on create invoice to create the invoice.

 ![](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/f/fee3a1b8b89823c02c2ab9b84c53a9e9fd7b4af8.png)

After the successful creation your invoice will look like this

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/9/9e8541ecec75d29eb934374e2b9891cbdc28e188.png)