Create and send an invoice from your phone

Use Invoices to prepare a customer invoice after a job, send a quote or check who has paid. Invoices is separate from supplier bills and receipts. Partner-managed versions may not offer this tab.

1. Create a draft

1. Open Invoices and tap +.
2. Choose Create invoice. Choose a quote instead if you are preparing an estimate.
3. Select or add the customer and check their details.
4. Enter the items, quantities, prices and applicable VAT treatment.
5. Review invoice dates, payment terms and your own business and bank details.
6. Save and open the result.

Use the invoice's preview to check what the customer will receive. A saved draft is not a sent invoice. Check mandatory invoice details if information is missing.

You can also ask Norman to help prepare an invoice in chat. Review the resulting invoice, not only the assistant's reply.

2. Send it to the customer

1. Open the saved invoice.
2. Choose Send invoice or the email action.
3. Check the recipient address, subject, message and any additional recipients.
4. Confirm sending and wait for the result.

Sending can require an eligible plan or remaining allowance. If Norman opens the subscription screen, review the terms before buying. Do not repeatedly tap Send while the result is pending.

Under Emails, the invoice lists every email to your client with its status, for example Delivered or Bounced. When a payment reminder is planned, it shows there with Already paid and Don't send. The push notification Norman sends you on the working day before has the same two actions. To get automatic reminders, switch on Remind if unpaid when you create the invoice. For an invoice you already issued, use the Automatic reminders switch under Emails to turn them on or off. Read Payment reminders and dunning notices.

The PDF export action opens the device's available sharing options. Sharing a PDF outside Norman is a separate action from sending it through Norman; check status rather than assuming they are identical.

3. Track payment accurately

Open the invoice to review its payment status. Mark it as paid only after checking that payment was actually received. Changing a status does not initiate a bank transfer.

Where Online payments is available, connect the required payment provider and enable payment for the invoice before sharing its payment link. Check the link and the recipient invoice. A link alone is not evidence of payment.

Quotes, recurring invoices and bills

• A saved quote can be converted into an invoice through its available action.
• You repeat an invoice when you create it, with Repeat invoice, or later with Repeat invoice in its actions. The series row on one of its invoices opens the schedule, the next invoices and the actions Create next invoice now, Skip next invoice, Pause, Resume and End recurring invoice. You need the latest version of the app. Read Set up recurring invoices.
• Payments opens supplier bills, not invoices you issue to customers. Follow the Bill Payment guide to check the recipient, IBAN, any required BIC and amount, then authorize the transfer with your bank.

For cancellation invoices and corrections, use the invoice status and corrections guide; do not delete issued records just to change their history.

If email sending times out, check the invoice and ask support before sending the same invoice again.