{"id":99227,"date":"2025-06-26T08:53:32","date_gmt":"2025-06-26T15:53:32","guid":{"rendered":"https:\/\/www.honeybook.com\/blog\/?p=99227"},"modified":"2026-03-04T09:28:50","modified_gmt":"2026-03-04T17:28:50","slug":"how-to-make-an-invoice-on-iphone","status":"publish","type":"post","link":"https:\/\/www.honeybook.com\/blog\/how-to-make-an-invoice-on-iphone","title":{"rendered":"How to make an invoice on iPhone (step-by-step)"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Create and send professional invoices straight from your iPhone\u2014no printer, no stress, no wasted time.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Discover a smarter way to invoice clients<\/h2>\n\n\n\n<p>You didn\u2019t go independent to spend hours chasing payments or formatting invoices from scratch. But regardless of the tedium, staying on top of payments helps you protect your time so that you can deliver a better service.<\/p>\n\n\n\n<p>If you\u2019re already managing every part of your business yourself, you need simple solutions that work wherever you are, and that means using the tools you already have. Enter your iPhone. <\/p>\n\n\n\n<p>This article walks you through how to make an invoice on your iPhone, how to use templates and apps, and how to choose tools that support your long-term success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to create an invoice on iPhone using the Numbers app<\/h2>\n\n\n\n<p>If you\u2019re looking for the quickest, built-in solution to create an invoice on iPhone, start with Apple\u2019s native <strong>Numbers<\/strong> app (Apple&#8217;s answer to Microsoft\u2019s Excel or Google\u2019s Sheets). It&#8217;s simple and free, and usually it&#8217;s pre-installed on iPhones. If you don\u2019t see it, you can head to the app store and download it from there. Then:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Open the Numbers app<\/h3>\n\n\n\n<p>Find the Numbers app and tap the app icon to launch.<\/p>\n\n\n\n<p>If you\u2019ve never used it before, don\u2019t worry, it works like a simple spreadsheet app.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Select a built-in invoice template<\/h3>\n\n\n\n<p>You will notice the app takes you directory to Recents. Ignore that for now, but it will come in handy later whenever you want to access any files you\u2019ve previously worked on.<\/p>\n\n\n\n<p>Tap the plus (+) icon at the top right of the screen to create a new spreadsheet. This will take you to a page of pre-formatted templates, which you can customize to your billing needs. For now, we only want to focus on the invoice option.&nbsp;<\/p>\n\n\n\n<p>Choose \u201cInvoice\u201d from the list of templates. This gives you a pre-formatted layout with all the common placeholders that you would expect to find on an invoice, such as line items, pricing, and your business or client info.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Customize the template in Numbers<\/h3>\n\n\n\n<p>Once you\u2019ve selected the <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/free-invoice-templates\/\" target=\"_blank\" rel=\"noopener\" title=\"invoice template\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5058\">invoice template<\/a>, you\u2019ll see a pre-built layout with placeholder text. This is where you get to make and create an invoice that reflects your brand and contains all the important information you need your client to see.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">What you need to know:<\/h4>\n\n\n\n<p>To get editing, double-tap the section or field you want to change. You\u2019ll notice there is pre-defined information that you can modify as needed.<\/p>\n\n\n\n<p>Here&#8217;s what you can edit:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Business Information (Top Left or Header Section):<\/strong><strong><br><\/strong>Replace the placeholder with your business name, logo, and contact info. You can upload a logo from your Photos or Files by tapping the image field and choosing \u201cReplace Image.\u201d Add your business email, phone number, and website to keep things professional and accessible.<br>&nbsp;<\/li>\n\n\n\n<li><strong>Invoice Number and Date:<\/strong><strong><br><\/strong>These fields help you stay organized and keep a paper trail. Update the invoice number (e.g., INV-001, INV-2024-03) so you can track each project or client. Make sure the date reflects when the invoice was created, not just when you send it.<br>&nbsp;<\/li>\n\n\n\n<li><strong>Client Details:<\/strong><strong><br><\/strong>Replace the client name, company (if applicable), and contact information. If your client is a solopreneur or an individual, just include their full name and email address.<br>&nbsp;<\/li>\n\n\n\n<li><strong>Itemized Services Section:<\/strong><strong><br><\/strong>Tap on each line to enter your specific services. Use clear descriptions so your client understands what they\u2019re paying for. For example:\n<ul class=\"wp-block-list\">\n<li>\u201cOne-hour brand strategy session\u201d<\/li>\n\n\n\n<li>\u201cFinal delivery of edited 30-minute video\u201d<br>You can also adjust the <strong>quantity<\/strong>, <strong>rate<\/strong>, and <strong>subtotal<\/strong> columns to reflect how you charge, whether hourly, per session, or per deliverable.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Tax and Discounts:<\/strong><strong><br><\/strong>If you charge sales tax, edit the tax percentage and the label. To apply a discount, either add a separate line item labeled \u201cDiscount\u201d with a negative value or adjust the total manually. Just be clear so your client understands what\u2019s being deducted.<br>&nbsp;<\/li>\n\n\n\n<li><strong>Notes or Terms Section:<\/strong><strong><br><\/strong>Use this area to outline your payment terms, late fees, or relevant policies. For example:\n<ul class=\"wp-block-list\">\n<li>\u201cPayment due within 7 days\u201d<\/li>\n\n\n\n<li>\u201cLate payments subject to a 5% fee after 10 days\u201d<\/li>\n\n\n\n<li>\u201cThank you for your business, let us know if you have any questions!\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>You can tap and hold any section to duplicate or delete rows if you need to add more services or remove unnecessary fields. The more you customize your invoice template up front, the easier it becomes to reuse for future clients. Every time you need a new invoice, open the last edited one, duplicate it, and update the specific details.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Export and send<\/h3>\n\n\n\n<p>Once you\u2019ve filled in your invoice, it\u2019s time to send it off and get the cash rolling in.<\/p>\n\n\n\n<p>To do this, either tap the three-dot menu to export it as a PDF or hit the box with the upward arrow to send directly from the app.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Some limitations<\/h3>\n\n\n\n<p>The Numbers app is manual. If you invoice often or want a more professional, automated solution, then you may outgrow it quickly. You\u2019ll need to manually duplicate templates, track payments, and follow up with clients on your own. That can pile onto your workload and affect your focus and bandwidth.<\/p>\n\n\n\n<p>Learning <strong>how to avoid burnout<\/strong> starts with using tools that reduce your manual work. <a href=\"https:\/\/www.honeybook.com\/\">HoneyBook<\/a> is one such tool, but we&#8217;ll get to that a bit further on.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to find and choose invoice templates on iPhone<\/h2>\n\n\n\n<p>Templates can help speed up your workflow, especially if you send similar invoices to multiple clients. You can find the invoice template on iPhone in several formats:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>PDF templates you can fill out in apps like Adobe Fill &amp; Sign<\/li>\n\n\n\n<li>Numbers templates you can edit in spreadsheet apps<\/li>\n\n\n\n<li>Design-based templates from platforms like Canva or Etsy<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What to look for in a good template<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Editable fields for services, pricing, due dates, and contact info<\/li>\n\n\n\n<li>Built-in tax and discount lines<\/li>\n\n\n\n<li>Space for custom notes or policies<\/li>\n\n\n\n<li>A format you can easily reuse and save in Files or iCloud<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Best apps for invoicing on iPhone<\/h2>\n\n\n\n<p>Templates are helpful when you&#8217;re just starting out, but they don&#8217;t scale well. If you want more flexibility than the Numbers app can provide, there are dedicated apps designed for mobile <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/blog\/invoicing\" target=\"_blank\" rel=\"noopener\" title=\"invoicing\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5059\">invoicing<\/a>. A few common options include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>QuickBooks Self-Employed<\/li>\n\n\n\n<li>Wave<\/li>\n\n\n\n<li>Zoho Invoice<\/li>\n<\/ul>\n\n\n\n<p>These apps let you build and send invoices and accept payments while tracking the invoices for you, so it\u2019s much less hands-on. Many offer mobile features like receipts and mileage tracking. They\u2019re useful if you\u2019re focused solely on financial tools. But there may be some tradeoffs:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some features are behind paywalls<\/li>\n\n\n\n<li>The design may not reflect your brand or service style<\/li>\n\n\n\n<li>Most aren\u2019t built specifically for service-based businesses<\/li>\n<\/ul>\n\n\n\n<p>You might end up stitching together multiple tools just to get the full picture, something that can make you feel like your business is running you, not the other way around.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why HoneyBook is built for service-based businesses like yours<\/h2>\n\n\n\n<p>Templates and invoice apps can help you get paid, but they don\u2019t manage the full client experience.<\/p>\n\n\n\n<p>HoneyBook helps you send professional invoices, <a href=\"https:\/\/www.honeybook.com\/online-contract\">sign contracts<\/a>, schedule meetings, and get paid, all from your iPhone. It\u2019s designed for service providers who want to spend less time on admin work and more time doing what they love.<\/p>\n\n\n\n<p>You can build branded, mobile-friendly invoices in just a few taps using the HoneyBook app. You can also automate <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/payment-reminders\" target=\"_blank\" rel=\"noopener\" title=\"payment reminders\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5057\">payment reminders<\/a>, track what your clients have viewed, and keep every project organized from inquiry to final payment.<\/p>\n\n\n\n<p>When you use the right tools, you give yourself breathing room. Start with Numbers if you need a quick fix. But when you\u2019re ready for something built to grow with you, try HoneyBook free and see how easy invoicing can feel.&nbsp;<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"96864\" class=\"elementor elementor-96864\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-1f783c9 e-con-full cta_click e-flex e-con e-parent\" data-id=\"1f783c9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-ec12606 e-con-full e-flex e-con e-child\" data-id=\"ec12606\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c5faec6 elementor-widget elementor-widget-image\" data-id=\"c5faec6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"64\" height=\"64\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/08\/icon-invoices.png\" class=\"attachment-medium_large size-medium_large wp-image-96872\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c64d3e elementor-widget elementor-widget-heading\" data-id=\"5c64d3e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Invoice templates<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f97d7d9 elementor-widget elementor-widget-text-editor\" data-id=\"f97d7d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tExplore our collection of HoneyBook invoice templates. These fully customizable files allow you to create personalized invoice in HoneyBook that will look great on any device or screen.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6ec3168 e-con-full e-flex e-con e-child\" data-id=\"6ec3168\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-d35382d e-con-full e-flex e-con e-child\" data-id=\"d35382d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-117a6fd elementor-flip-box--effect-fade elementor-widget elementor-widget-flip-box\" data-id=\"117a6fd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"flip-box.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-flip-box\" tabindex=\"0\">\n\t\t\t<div class=\"elementor-flip-box__layer elementor-flip-box__front\">\n\t\t\t\t<div class=\"elementor-flip-box__layer__overlay\">\n\t\t\t\t\t<div class=\"elementor-flip-box__layer__inner\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-flip-box__image\">\n\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/elementor\/thumbs\/event-planner-invoice-qtdriemcss5xz099zpu82xxx57z1ljctkz05zyiwm8.png\" title=\"event-planner-invoice\" alt=\"event-planner-invoice\" loading=\"lazy\" \/>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"elementor-flip-box__layer elementor-flip-box__back\">\n\t\t\t<div class=\"elementor-flip-box__layer__overlay\">\n\t\t\t\t<div class=\"elementor-flip-box__layer__inner\">\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-flip-box__button elementor-button elementor-size-sm\" href=\"https:\/\/www.honeybook.com\/templates\/t\/event-planner-invoice\">\n\t\t\t\t\t\t\tView template\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dd5aea0 e-con-full e-flex e-con e-child\" data-id=\"dd5aea0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3ff8936 elementor-widget elementor-widget-heading\" data-id=\"3ff8936\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Event Planner Invoice<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6da71e5 elementor-widget elementor-widget-heading\" data-id=\"6da71e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Free<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9ec5ee8 e-con-full e-flex e-con e-child\" data-id=\"9ec5ee8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-41ab1c7 e-con-full e-flex e-con e-child\" data-id=\"41ab1c7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-1c6b0d0 e-con-full e-flex e-con e-child\" data-id=\"1c6b0d0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-36e96c5 elementor-widget elementor-widget-image\" data-id=\"36e96c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"512\" height=\"512\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon.png\" class=\"attachment-medium_large size-medium_large wp-image-82784\" alt=\"\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon.png 512w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon-300x300.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon-150x150.png 150w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon-500x500.png 500w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon-270x270.png 270w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon-192x192.png 192w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon-180x180.png 180w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/02\/cropped-favicon-32x32.png 32w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3f5037c elementor-widget elementor-widget-heading\" data-id=\"3f5037c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\">by HoneyBook<\/span>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0c45628 elementor-widget elementor-widget-image\" data-id=\"0c45628\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"24\" height=\"24\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/08\/hb_invoice24.svg\" class=\"attachment-full size-full wp-image-96873\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Create and send professional invoices straight from your iPhone\u2014no printer, no stress, no wasted time. Discover a smarter way to invoice clients You didn\u2019t go independent to spend hours chasing payments or formatting invoices from scratch. But regardless of the tedium, staying on top of payments helps you protect your time so that you can [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":99237,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[407],"class_list":["post-99227","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-invoice"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2025\/06\/sign-contract-online.png",1200,800,false],"thumbnail":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2025\/06\/sign-contract-online-150x150.png",150,150,true],"medium":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2025\/06\/sign-contract-online-300x200.png",300,200,true],"medium_large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2025\/06\/sign-contract-online-768x512.png",768,512,true],"large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2025\/06\/sign-contract-online-1024x683.png",1024,683,true],"1536x1536":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2025\/06\/sign-contract-online.png",1200,800,false],"2048x2048":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2025\/06\/sign-contract-online.png",1200,800,false]},"post_excerpt_stackable_v2":"<p>Create and send professional invoices straight from your iPhone\u2014no printer, no stress, no wasted time. Discover a smarter way to invoice clients You didn\u2019t go independent to spend hours chasing payments or formatting invoices from scratch. But regardless of the tedium, staying on top of payments helps you protect your time so that you can deliver a better service. If you\u2019re already managing every part of your business yourself, you need simple solutions that work wherever you are, and that means using the tools you already have. Enter your iPhone. This article walks you through how to make an invoice&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.honeybook.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/www.honeybook.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Make an Invoice on iPhone (Step-by-Step) | HoneyBook<\/title>\n<meta name=\"description\" content=\"Learn how to make an invoice on iPhone using templates or apps and get paid faster with tools built for service-based businesses.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.honeybook.com\/blog\/how-to-make-an-invoice-on-iphone\" \/>\n<meta property=\"og:locale\" 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