DRESS MEASUREMENT

Tailor Shop

Invoices and payments

Raise an invoice from an order, record deposits and part payments against it, mark it settled, and send the client a one page PDF.

Available on

  • iPhone
  • iPad
  • Android
  • Tailor Shop feature

The Tailor Shop tools described here are on iPhone, iPad and Android. On iPad the tabs are a sidebar on the left, and on Android the tabs are a bar along the bottom of a phone and a rail down the left on a tablet. Invoices is the fourth tab of the four-tab bar, and every invoice is raised from an order, so it helps to read the orders guide first.

How to find an invoice and read the list

The Invoices tab lists every invoice, newest first, with the client, the order number, the invoice number and the money. The large figure on each row is the balance still owed, and the smaller figure beside it is the invoice total, so a settled invoice reads zero. An orange Unpaid badge carries the due date and a green Paid badge means the invoice has been marked settled.

The three chips under the title filter the list. Unpaid leaves only the invoices with money still owing, Paid leaves the settled ones, and All restores the list. Tap any row to open the invoice with its line items, totals, deposit, payments and balance.

Show these screens on
Invoices list on the All filter, six rows for Olivia Bennett, Marcus Reed, Priya Raman, James Whitaker, Grace Chen and Amara Okonkwo, each opening with a small body figure in that client's skin tone and giving the balance still owed against the invoice total, five carrying an orange Unpaid badge with a due date and one a green Paid badge.
Invoices list beside a sidebar reading Clients, Orders, Schedule, Invoices and Settings, on the All filter, with six rows for Olivia Bennett, Marcus Reed, Priya Raman, James Whitaker, Grace Chen and Amara Okonkwo, each led by that client's own body figure in their skin tone and giving the balance still owed against the invoice total, five carrying an orange Unpaid badge with a due date and one a green Paid badge.
Invoices list with the gold All chip selected and six invoice cards, each with a small body figure, the client name, the order and invoice numbers, a Balance figure and the invoice total: Olivia Bennett, Marcus Reed, Priya Raman, James Whitaker and Grace Chen carry an orange UNPAID badge and a due date, and Amara Okonkwo's card is partly hidden behind a gold New invoice button at the bottom right.
Invoices screen in landscape: a navigation rail on the left with a gold plus button at the top and Invoices selected, a list column headed Invoices with the gold All chip selected and cards for Olivia Bennett, Marcus Reed, Priya Raman, James Whitaker and Grace Chen, each with a small body figure, an orange UNPAID badge, the order and invoice numbers, a due date, the balance and the total, Amara Okonkwo's card cut off at the bottom, and an empty detail pane on the right reading Select an invoice.
The large figure on a row is what the client still owes, not the invoice total.

How to create an invoice from an order

Open the order and tap Create invoice on the payment card, to the right of the Unpaid badge. The editor opens already built from the order: the work appears as line items with their quantity and unit price, your shop tax rate is filled in, any deposit taken with the order is carried across, and the summary keeps a running subtotal, tax, deposit and balance due.

  1. Open the order you want to bill and tap Create invoice on its payment card.
  2. Check the line items, and use Add line item for anything the order did not cover.
  3. Set the tax percentage, the deposit already paid and the due date if they need changing.
  4. Tap Save. The invoice takes the next number, and the order’s payment card switches to View invoice.
Show these screens on
New Invoice editor with two line items, Bodice take-in at 120 dollars and Hem shortening at 65 dollars, a tax field set to 8, a deposit paid field set to 60, a due date and a subtotal of 185 dollars.
New Invoice editor with two line items, Bodice take-in at 120 dollars and Hem shortening at 65 dollars, a tax field set to 8, a deposit paid field of 60 dollars, a due date of September 18 2026 and a summary reading subtotal 185 dollars, tax 14 dollars 80, deposit minus 60 dollars and balance due 139 dollars 80.
New Invoice editor with two line item cards, Bodice take-in, 3 cm each side seam, at 120 dollars and Hem shortening, with horsehair braid, at 65 dollars, each with quantity 1, up and down arrows and a red delete icon, then Add line item, a tax field set to 8, a deposit paid field of 60 dollars, a due date of September 25 2026, and the start of a Summary with Subtotal 185 dollars, Tax 14 dollars 80 and Deposit minus 60 dollars.
New Invoice editor with two line item cards, Bodice take-in, 3 cm each side seam, at 120 dollars and Hem shortening, with horsehair braid, at 65 dollars, each with quantity 1, up and down arrows and a red delete icon, then Add line item, a tax field set to 8, a deposit paid field of 60 dollars, a due date of September 25 2026, and a Summary of 185 dollars subtotal, 14 dollars 80 tax, a 60 dollar deposit and a balance due of 139 dollars 80.
The new invoice starts from the order, carrying the line items, tax rate and deposit.
Invoice INV-7 for Valentina Rojas under the Meridian Bespoke Tailoring header, showing two line items, a subtotal of 185 dollars, 14 dollars 80 of tax, a deposit of 60 dollars deducted and a balance due of 139 dollars 80.
Invoice INV-7 for Valentina Rojas showing two line items, a subtotal of 185 dollars, 14 dollars 80 of tax, a deposit of 60 dollars deducted and a balance due of 139 dollars 80, with the Payments card and the Mark as paid row underneath.
Invoice INV-7 for Valentina Rojas, dated and due Sep 25, 2026, under the Meridian Bespoke Tailoring header, listing Bodice take-in at 120 dollars and Hem shortening at 65 dollars, a subtotal of 185 dollars, 14 dollars 80 of tax, a 60 dollar deposit deducted in green and a balance due of 139 dollars 80, with the bank transfer and terms block below and a PDF button and a gold Send via WhatsApp button pinned above the tab bar.
Invoice INV-7 for Valentina Rojas under the Meridian Bespoke Tailoring header, listing Bodice take-in at 120 dollars and Hem shortening at 65 dollars, a subtotal of 185 dollars, 14 dollars 80 of tax, a 60 dollar deposit deducted in green and a balance due of 139 dollars 80, with the bank transfer and terms block, a Payments card showing the deposit and a gold Record payment button, and a Mark as paid card, above a PDF button and a gold Send via WhatsApp button.
The finished invoice carries your business details, the line items and the balance owed.

How to start an invoice from the Invoices tab

The plus button at the top right of the Invoices tab asks which order you are billing, because an invoice always belongs to an order. The sheet lists every order with a search field, whether it has been billed or not.

On Android the same action is a labelled New invoice button, a gold floating button at the bottom right of the Invoices tab, which shrinks to a plus while the list scrolls. On an Android tablet it sits at the top of the navigation rail.

An order can carry only one invoice. Pick an order that has already been billed and the app opens the existing invoice rather than starting a second one.

Show these screens on
Choose an order sheet with a search field and seven orders listed by client name, garment and order number.
Choose an order card centred over the dimmed Invoices list, with a search field and seven orders listed by client name, garment and order number, newest first from Amara Okonkwo #1007 down to Olivia Bennett #1001.
Choose an order sheet with a close cross at the top right, a Search orders field and seven orders listed by client name and garment with the order number on the right: Amara Okonkwo, Grace Chen, James Whitaker, Valentina Rojas, Priya Raman, Marcus Reed and Olivia Bennett.
Choose an order sheet with a close X centred over the dimmed Invoices screen in landscape, with a Search orders field and seven orders listed by client name and garment with the order number on the right: Amara Okonkwo, Grace Chen, James Whitaker, Valentina Rojas, Priya Raman, Marcus Reed and Olivia Bennett.
The plus button on the Invoices tab asks which order you are billing.

How to change what is on an invoice

Open the invoice, tap the three dots at the top right and choose Edit. The editor holds the line items, the tax percentage, the deposit and the due date. Change a quantity or a unit price and the line total, the subtotal, the tax and the balance due all recalculate as you type. To remove a line, swipe left across its row and tap Delete.

Saving the invoice also rewrites the total on the order it came from, so the order, the Orders dashboard and the invoice always agree.

How to record a payment

Payments live on their own card below the invoice. Record payment opens a short form for the amount, the date and how the client paid: cash, bank transfer, mobile money or other. The remaining balance is printed under the fields so you can see what is left before you confirm.

  1. Scroll to the Payments card and tap Record payment.
  2. Type the amount. Anything larger than the remaining balance is refused when you confirm.
  3. Set the date and the method.
  4. Tap the tick at the top right. The payment appears in the totals block and in the Payments card, and the balance due drops by the amount paid.

On Android, Record payment is a bottom sheet with a gold OK button at its foot instead of a tick at the top right, and it refuses an amount larger than the remaining balance the same way.

Repeat that for each instalment. Every payment is kept as its own line with its date and method. The deposit is not one of those lines: it was taken with the order, so it shows as its own green line in the totals and counts towards paid to date.

Show these screens on
Record Payment sheet with an amount field prefixed by a dollar sign, a date row, a method row set to Cash, a line reading remaining balance 156 dollars, and an optional note field.
Record Payment card over the dimmed invoice, with an empty amount field prefixed by a dollar sign, a date row reading September 18 2026, a method row set to Cash, a line reading remaining balance 156 dollars and an optional note field.
Record Payment bottom sheet over the dimmed invoice INV-7, with an empty amount field prefixed by a dollar sign, a date of September 25 2026, a method of Cash, a line reading Remaining balance 156 dollars, an optional note field and a full-width gold OK button.
Record Payment bottom sheet over the dimmed INV-7 invoice, with an empty amount field prefixed by a dollar sign, a date of September 25 2026, a method of Cash, a line reading Remaining balance 156 dollars, an optional note field and a full-width gold OK button.
Record payment asks for the amount, the date and how the client paid.
Invoice INV-7 for Valentina Rojas showing a deposit and two cash payments deducted in the totals block, with a balance due of 99 dollars 50.
Invoice INV-7 showing a deposit and two cash payments deducted in the totals block, a balance due of 99 dollars 50, and a Payments card reading paid to date 116 dollars 50 with the deposit and both instalments as separate lines.
Invoice INV-7 showing the 60 dollar deposit and cash payments of 50 dollars and 6 dollars 50 deducted in green in the totals block, with a balance due of 99 dollars 50.
Invoice INV-7 showing the 60 dollar deposit and cash payments of 50 dollars and 6 dollars 50 deducted in green in the totals block, a balance due of 99 dollars 50, and the Payments card headed Paid to date 116 dollars 50 listing the deposit and both cash rows.
Part payments can be recorded as often as you like, each kept as its own line.

How to mark an invoice paid

Paying an invoice down to zero does not settle it on its own. The Mark as paid switch at the foot of the invoice is a separate step, and until you flip it the invoice keeps its Unpaid badge and stays in the Unpaid filter.

The switch does more than stamp the page. On an invoice that still has a balance it logs the outstanding amount as a payment dated today, so the payments list stays complete, then marks the invoice paid in full.

Show these screens on
Invoice INV-2 stamped PAID IN FULL with a balance due of zero, and a new payment row for 121 dollars 20 labelled Marked as paid.
Invoice INV-2 stamped PAID IN FULL beside a balance due of zero dollars, with a new line reading Other, September 18, minus 121 dollars 20 in the totals block and a matching payment row labelled Marked as paid, and the Record payment button now greyed out.
Invoice INV-2 for Grace Chen with a new green row, Other, Sep 25, 2026, minus 121 dollars 20, under the deposit and cash payment, and a balance due of 0 dollars beside a green-outlined PAID IN FULL stamp.
Invoice INV-2 for Grace Chen with a new green row, Other, September 25 2026, minus 121 dollars 20, under the deposit and cash payment, a balance due of 0 dollars beside a green-outlined PAID IN FULL stamp, a greyed Record payment button, a third payment row Marked as paid in the Payments card, and the Mark as paid switch on in green.
The switch logs the outstanding amount as a payment and stamps the invoice paid in full.

How to send an invoice to a client

The bar pinned to the foot of an invoice has two buttons. PDF builds a printable copy of the invoice and hands it to the share sheet, where you can save it to Files, print it, or send it through any app on your phone. Send via WhatsApp opens a message to the client instead.

On Android, PDF and a share icon in the invoice’s top bar both open the Android share sheet instead, where you can print the invoice, save it or send it through any app on your phone.

The PDF is a single page whatever the invoice holds. It repeats the business name and tagline from your business profile, the client’s details, every line item, the subtotal, tax, deposit and payments, the balance due, and the payment details and terms you set in App Settings.

One page invoice for Marcus Reed headed Meridian Bespoke Tailoring, listing three line items, a subtotal of 780 dollars, 62 dollars 40 of tax, a deposit and two payments deducted, a balance due of 192 dollars 40, and bank transfer details with the shop terms underneath.

Which currency the amounts are in

The currency comes from App Settings, under Tailor Shop, and applies to the whole shop at once. Changing it relabels every amount already stored, on existing invoices and on the PDF, and does not convert them. The figures stay as they are and only the symbol changes, so set the currency once when you set up the shop.