How to Create and Send Invoices from Your Phone

Generate branded invoices in minutes and send them straight to your customer — no laptop needed.

For TailoredQuote users (Essentials and Pro)

Last updated: April 2026

TailoredQuote's Essentials plan (£35/month) includes full mobile invoicing. You can create professional, branded invoices on your phone, send them directly to customers by email, track which invoices have been paid, and download monthly batches for your bookkeeper — all without opening a laptop.

This guide walks you through creating and sending your first invoice.

Step-by-Step: Creating an Invoice

Open the invoicing section

Sign in to TailoredQuote and navigate to your invoices. From the main dashboard, this is accessible via the navigation menu.

Click "New Invoice"

Tap + New Invoice. The system creates a new invoice with an automatic reference number (e.g., INV-0044).

Select or add the customer

Choose an existing customer from the dropdown, or type a new customer name. If the customer already exists in your system from a previous quote, their details are auto-populated.

Add line items

Enter each item of work completed:

Description of the work (e.g., "Kitchen refit — units, worktops, and tiling")
Amount for each line item
The system automatically calculates the subtotal, VAT (if applicable), and total

Review and send

Check the invoice details, then tap Send. The branded PDF is emailed directly to your customer's email address. You can also download the PDF for your own records.

Tip: Create invoices from site immediately after completing the work. The sooner you invoice, the sooner you get paid. Most clients pay faster when the invoice arrives while the work is still fresh in their mind.

Tracking Payments

Every invoice you send has a status:

Sent — invoice has been emailed to the customer but not yet paid
Paid — you have marked the invoice as paid after receiving payment
Overdue — the payment due date has passed without payment

You can mark any invoice as paid with a single tap. This gives you a clear view of your outstanding income at any time.

Monthly Downloads and Payment Reminders

At the end of each month, you can download all invoices for that period as a batch — perfect for sending to your bookkeeper or accountant. You can also filter to see only overdue invoices and send payment reminders directly from the platform.

Invoicing vs Quoting

TailoredQuote keeps invoicing and quoting separate but connected:

Quotes — generated before work begins, using AI to write the scope and pricing
Invoices — created after work is completed, based on the actual work carried out

You can use TailoredQuote for just invoicing (Essentials plan at £35/month) or for both quoting and invoicing (Pro plan at £68/month with AI and mockups included).

Next Steps

Upload your letterhead so invoices carry your branding
Manage your customer list for faster invoicing
Read about what a UK construction invoice should include

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Want to turn this into a professional quote? AI drafts the scope — you control every price.

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Essentials £35/month · Pro £68/month · No VAT to add · Cancel any time