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Manage invoices and payments with the QuickBooks mobile app

by Intuit•1• Updated 3 months ago
This article is for customers who use the QuickBooks mobile app (iOS or Android).

Important things to note

  • Processed payments: For payments that have already been processed, use QuickBooks Online on the web to make any changes.
  • Restricted edits: The mobile app doesn’t allow changes to transaction amounts.
  • CIS invoices: The mobile app doesn’t support CIS invoices.

Track your invoice status

Use the app to see invoice statuses at a glance and stay informed about which ones are open, paid, or overdue.

  1. Open the QuickBooks mobile app.
  2. From the Menu ☰, tap Sales & Get Paid, then tap Invoices.
  3. Find the invoice. Its status appears below the customer’s name, along with the due date or days overdue.
  4. Tap the invoice to view more details like when it was sent or viewed, or if partial payments were made.
  • Open – The invoice has an outstanding balance.
  • Not sent – The invoice is created but not sent.
  • Sent – The invoice was emailed to the customer.
  • Viewed – The customer has opened the invoice.
  • Partially paid – A partial payment has been made.
  • Paid – The invoice is fully paid.
  • Deposited – The payment is recorded as deposited in QuickBooks.
  • Not deposited – The invoice is paid, but the deposit isn’t recorded yet.
  • Undelivered/Delivery error – The invoice wasn’t delivered. Check the email address and resend from QuickBooks Online on the web.
  • Voided – The invoice has been voided.

Edit or delete invoices

You can edit invoice details that don’t affect the charge amount—such as the customer name, reference number, or memo. To update amounts, you’ll need to use QuickBooks Online on the web.

  1. From the Menu ☰, tap Sales & Get Paid, then tap Invoices.
  2. Select the invoice, then tap edit icon ✎ to make the changes.
    • To delete, tap More ⋮, then tap Delete.
  3. Tap Save to save your changes.

Edit invoice payments or sales receipts

You can update fields like the date, reference number, and memo on invoice payments and sales receipts. You won’t be able to change fields that affect the charge amount. For processed payments, use QuickBooks Online on the web.

To edit a payment or sales receipt:

  1. From the Menu ☰, tap Sales & Get Paid, then tap Invoice payments or Sales receipts.
  2. Select the record to edit.
  3. Tap Edit, make your changes, then tap Save.

Delete invoice payments

You can remove invoice payments from the app. The steps differ slightly depending on your device.


Manage sales tax in the app

You can add and edit sales tax rates in both iOS and Android. If you’re on Android, you can also apply or override tax rates directly in a transaction.


Add a note to an invoice or transaction


Capture signatures

Let your customer sign an estimate or invoice with your QuickBooks mobile app for a fast and secure transaction.


What's next?

If you encounter problems with the mobile app, refer to our helpful guide on how to fix common issues in the QuickBooks mobile app.

QuickBooks Online App for AndroidQuickBooks Online App for iOS