Tax Season Rush
During the peak of tax season, accountants face immense pressure to process invoices quickly while maintaining accuracy.
Mobile invoicing for Professional
Invoice app for Accountants
InvoiceXpress gives accountants access to quotes and invoices from the app, customer payment requests, business statistics and exports from an app for iOS and Android.
iOS and AndroidQuotes, invoices and records
The administrative work
Keep the details around each job clear
Accountants often need to account for tax season rushes and billable minute tracking. InvoiceXpress connects the customer, quote, invoice, payment and supporting records used for that work in an app for iOS and Android.
Tracking Billable Minutes
Accountants can create reusable service items with units and prices, then add them to customer documents.
Customer Communication
Effective communication with clients is crucial in the accounting industry.
Relevant features
InvoiceXpress tools for Accountants
These capabilities are selected for the workflow described on this page.
Quotes and invoices from the app
Create, edit, preview and send quotations and invoices on iOS or Android. Convert an accepted quotation into an invoice without re-entering its customer or line items.
Customer payment requests
Request a full balance, percentage or exact amount, and provide a customer payment link or scan-to-pay QR code.
Business statistics and exports
Review income, expenses, receivables, tax, credits and other selected results by period, then export CSV data or business summaries.
A practical sequence
From job details to customer documents
Prepare the accountants quote
Select or add the customer, reuse saved services or materials, enter the scope and pricing, then review the quotation preview.
Deliver the customer document
Email the quotation or invoice with relevant attachments, or share its customer page through the device share sheet.
Keep the related record current
Use the selected business statistics and exports tools alongside document activity, payment and balance records.
Explore related workflows
Invoice app pages by industry
FAQ
Invoice app questions for Accountants
How can accountants create and send invoices from a phone?
Accountants can create, preview and send quotations or invoices in InvoiceXpress on iOS or Android. An accepted quotation can also be converted into an invoice without re-entering its customer and line items.
What can accountants include in a quotation?
A quotation can include customer details, scope notes, reusable services or materials, quantities, units, taxes, discounts, photos and payment terms. Review the finished document before sending it.
Can a customer receive a payment request?
Yes. InvoiceXpress can request the full balance, a percentage or an exact amount through a customer payment link or scan-to-pay QR code.
Available on iOS and Android
Keep accountants invoicing in the app
Create customer documents, record payments and expenses, and review business activity from iOS or Android.