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# How to Add Invoices/Estimates (Mobile App)

Creating invoices and estimates directly from the Count mobile app makes it easy to manage sales on the go.  
Follow these steps to create either an ****Invoice**** or an ****Estimate****:

### Create a New Estimate or Invoice

1. Log into the Count app.
2. Go to Invoices tab

* Tap ****New Estimate****  if you want to create a non-binding cost proposal that outlines the products or services you plan to provide. Estimates can later be converted into invoices once approved by the client.
* Tap ****New Invoice**** if you want to create a formal request for payment that specifies the final amount due for products or services provided.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/c/2/9/2c29ba7adcaabe00/d3a4b212-ecd5-49c4-984a-c6a84d_1t3iy7b.png)

Both options will open a form where you can input all required details.

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### Enter Invoice Details

* Invoice Title, Memo, and Invoice/estimate Number: Enter a title for the invoice/estimate, any relevant memo, and an invoice/estimate number.
* Add a Customer: Click Add a customer. Select a customer from the list or click Create a new customer at the bottom of the drop-down menu to add a new one.
* Invoice Date and Due Date: Choose the invoice/estimate date and the due date for payment. You can also choose an option from the dropdown menu that sets due date after a certain period i.e. Net 15 days, Net 30 days etc.
P.O. or S.O. Number: Enter a Purchase Order (P.O.) or Sales Order (S.O.) number if applicable. 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/0/4/b/504b6ba537e82400/6f8eec67-3bd2-4b25-a6a8-b4f980_1ufqcep.jpg)

### Add Products or Services

* Line items are the products or services being purchased by your customer.
* Add an Item: Click Add an item for each product or service you are invoicing for.
* If you have already added products and services, select one from the dropdown menu, or type the item name in the search box and select the item.
* If no items are saved, click Create an item to add a new item and fill in the required details.
* Enter Quantity and Price: Input the quantity and price for each item. COUNT will automatically enter the price you created while adding the item.
* Select Tax %: If applicable, select a tax percentage for each line item.
* Add a Discount: If applicable, click Add a discount below the Subtotal field to apply any discounts.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/c/1/1/1c111edf60952c00/fe9feb5e-590f-42c5-9bf3-fe044a_m9bx4t.jpg)

### Other Options

* After the Add Products or Services section, you can also add Memos and Attachments to an invoice/estimate where applicable,
* Additional Options: Invoices/estimates can also be linked to Projects, Sales Representatives and Tags already created in the system.
* Recurring Invoices/estimates: You can check the Recurring option to set a cadence for the invoice upon which an invoice will be automatically created. COUNT also includes an option to email the invoice to the customer automatically at the click of a button.

### Save the Invoice/Estimate

* Click Save as Invoice/Estimate to create the invoice/estimate.
* Alternatively, click Save as draft to save it as a draft if you need to make further changes later.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/6/c/0/26c0315b2a4dc600/8bfbdbd6-a891-4232-970f-8124fc_1gnp0cq.jpg)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/9/a/fb9a8ad41863f800/73759278-81f3-4cd7-bcd1-fb1a9c_ss9hmj.jpg)