Managing Project Scopes
Keeping track of project details can be overwhelming.
Mobile invoicing for Technology
InvoiceXpress gives it consultants access to quotes and invoices from the app, contracts and separate change orders, customer payment requests from an app for iOS and Android.

The administrative work
IT Consultants often need to account for tracking project scopes support retainers hardware and billable time. InvoiceXpress connects the customer, quote, invoice, payment and supporting records used for that work in an app for iOS and Android.
Keeping track of project details can be overwhelming.
Maintaining a clear record of retainer agreements is crucial for billing accuracy.
Reusable service items and units help IT consultants prepare consistent invoices for billable work.
Relevant features
These capabilities are selected for the workflow described on this page.
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.
Create a contract for an invoice or quotation, collect a signature or initials, and document later scope changes without replacing the original agreement.
Request a full balance, percentage or exact amount, and provide a customer payment link or scan-to-pay QR code.
A practical sequence
Select or add the customer, reuse saved services or materials, enter the scope and pricing, then review the quotation preview.
Email the quotation or invoice with relevant attachments, or share its customer page through the device share sheet.
Use the selected customer payment requests tools alongside document activity, payment and balance records.
Explore related workflows
FAQ
IT Consultants 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.
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.
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
Create customer documents, record payments and expenses, and review business activity from iOS or Android.