Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Inventory Management
📅Updated March 12, 2026

How to Add an Invoice on Mobile

Steps to Add a New Invoice

Step 1: Go to the homepage.

Step 2: Tap on Invoice under Quick Actions.

Step 3: Tap on +Invoice.

Step 4: Enter the Invoice Date (the date the invoice is created) and the Due Date.

Step 5: Tap the checkbox beside Set Customer Reminder to activate automatic reminders.

Step 6: Under Customer Details, tap the contact icon to:

  • Select an existing customer,

  • Add a new customer, or

  • Import directly from your phone contacts.

Step 7: Tap on the Add Items icon to add products or services.

Step 8: Select the product and tap Add to Invoice.

Step 9: When done, tap Proceed to Checkout.

Step 10: Select Payment Status: Paid, Unpaid, or Partly Paid.

Step 11: Select the Payment Method: Cash, POS, or Bank Transfer.

Step 12: (Optional) Enable Discounts, Shipping Fees, or add Terms and Conditions.

Step 13: Toggle the option beside Not Delivered/Settled if the shipment has been confirmed.

Step 14: Tap Save Invoice to complete the process.

 

 

Steps to Add a Partly Paid Invoice

Step 1: Go to the homepage.

Step 2: Tap on Invoice under Quick Actions.

Step 3: Tap on +Invoice.

Step 4: Enter the Invoice Date and Due Date.

Step 5: Tap the checkbox beside Set Customer Reminder to activate reminders.

Step 6: Under Customer Details, tap the contact icon to add customer details.

Step 7: Tap on the Add Items icon to add products or services.

Step 8: Select the product and tap Add to Invoice.

Step 9: Tap Proceed to Checkout.

Step 10: Under Payment Status, select Partly Paid.

Step 11: Choose the Payment Method: Cash, POS, or Bank Transfer.

Step 12: Enter the Amount Paid.

Step 13: (Optional) Enable Discounts, Shipping Fees, or add Terms and Conditions.

Step 14: Toggle the option beside Not Delivered/Settled if shipment has been confirmed.

Step 15: Tap Save Invoice to finish.

 

 

Troubleshooting

  • I can’t save the invoice

    • Ensure all required fields (Invoice Date, Customer, Items) are filled.

    • Check if you have internet access if cloud backup is enabled.

  • Customer details are not loading

    • Refresh the app and retry.

    • Confirm that the customer was properly saved in your contacts or customer list.

  • Reminders are not being sent

    • Verify that customer details include a valid email or phone number.

    • Ensure SMS/Email reminder settings are enabled in your app preferences.

 

 

FAQs

Q1: Can I edit an invoice after saving it?
Yes, you can open the invoice later to update details such as payment status.

Q2: Can I issue a refund on an invoice?
Yes, refunds can be managed by editing the invoice and recording a negative adjustment.

Q3: Can I export invoices?
Yes, invoices can be exported as PDF or Image files from the app.