Invoices on Phone
In the dedicated mobile shell (/m), staff can open branch invoices, search and filter Unpaid / All / Paid, and tap through to detail. Sticky Receive payment opens the desktop invoice screen — there is no in-shell payment writer on phone.
Open Invoices
- On your phone, open the mobile shell at /m (for example
yourshop.expedite.business/m). - Tap More on the bottom bar (Home / Jobs / More stay on the bar).
- Tap Invoices — or open
/m/invoicesdirectly.
Find an invoice
- List — invoices for your current branch (branch-scoped).
- Search — invoice number, customer, or related text on the list cards.
- Status chips — Unpaid (default), All, Paid.
- Tap a card — opens that invoice’s detail.
- Refresh — use the refresh button if the list looks stale.
Empty list shows No invoices found (try clearing search or chips). Load errors show a retry path so you can try again.
Invoice detail
Detail shows a short summary — invoice number, customer, totals, status, and balance due when relevant.
- Issued or Partially Paid — sticky Receive payment deep-links to the desktop invoice at
/invoices/:id(existing receive ledger). It does not record payment inside the/mshell. - Draft, Paid, or Void — usually no sticky Receive; you can still open the desktop invoice from the detail copy when you need the full screen.
Desktop Invoices unchanged
Creating invoices, editing lines, receive payment, deposits, and e-Invoice stay on the computer (or classic desktop Invoices / phone bottom-bar Invoices). Phone
/m/invoices is for quick lookup and a one-tap jump to Receive on desktop.
Came from a converted quote?
On phone quotation detail, View invoice opens this same
/m/invoices/:id screen. See Quotations on phone and Invoices & quotations.
Related
Last updated: 15 September 2026