Create an Invoice

Learn how to create part and final invoices on the go in a few simple steps using AroFlo Field

Updated on May 20th, 2024

AroFlo Field allows you to create and send invoices for jobs directly from your cell phone or tablet:

  • Final Invoices - Final Invoices can only be raised on completed tasks
  • Part Invoices - Part Invoices can only be raised on tasks that are still in progress.

Enable Field Invoicing

Only users in the Management permission group can invoice in AroFlo Field. To enable invoicing for other permission groups, please see Invoice Settings.


Is the job at hand finalized, or is it still in progress, and you're taking a deposit?

Job has been completed


Taking a deposit



Create a Final Invoice

Create a Final Invoice from a task and use the quick add options to add items to your invoice:

Are you about to complete the task and raise an invoice?





On the task you're working on, finalize what you need to and mark the task as completed and Save. See more.

Continue with the below instructions.


Find the completed task from your Task List:

  1. Tap Menu (top left corner) and select Tasks.
  2. Tap the (Filter By) button and select Closed.


    You can also use the (Search) in conjunction with the filter.


    Filter By versus Search

  3. Select the relevant Completed task from the list.

    Completed versus Invoiced

    Tasks that have already been invoiced will display Invoiced within a label.

    Opening an Invoiced task will automatically bring up the task invoice.

  4. Confirm all costs have been recorded on the job.

    Add job costs

    To add or edit labor, materials, or expenses, scroll down and tap Re-activate Task.


Continue with the below instructions.

  1. Tap Create Invoice
    1. alternatively, use the task shortcuts button > Create Final Invoice.
  2. Choose if you want to add items to the invoice, using the quick options:

    Quick Total

    Enter a quick total for the invoice (Tax Ex but you can switch to Inc if necessary) and tap Create Invoice. This will enter a line item for this amount with the description ‘Total for Completed Work’.

    Prefilled amount

    The Prefilled amount will be for the:

    - Quoted amount of the work, if a quote was raised against the task (unless the value of the quote was $0.00)

    - Total amount of the task, if the task was not quoted, or if the quote was to the value of $0.00

    - Remaining amount of the above, if part invoices have been raised.


    Quoted Items

    Displays if the task was created from a quote.

    Adds all line items from your quote.


    Task Items

    Adds all line items from your task.


    Task SOR Items

    Displays if your task has SOR items recorded on it.

    Only adds SOR items from your task to the invoice.


    No Items

    Creates an invoice with no items. You can add items to the invoice at a later stage.

  3. The Description is pre-filled with the task name and task description. Edit as required, or tap Description to use a description template.

    Description Templates

    Description templates can be set up by a Site Administrator, or created on the fly by Admin users in AroFlo Office. Instead of manually entering information on a small device, Field users can select a number of descriptions (one at a time) to build up a detailed description. For more information, see Description Templates.

  4. Tap the Notes tab to add any notes relating to this invoice for future reference (optional).
  5. To review items added to the invoice, or to add further items, tap the Items Total tab > View / Edit Invoice Items. Confirm invoice items are correct. Tap an item to view or edit details. See Add items to an Invoice for more info.

    Any changes made to invoice items will not affect the actual costs booked on the job. See Add items to an Invoice for more information on adding items.

  6. Save any changes.
  7. Tap < Invoice (top left corner) to return to the Invoice Worksheet. 
  8. Capture a signature if required (optional).
  9. Email the invoice to the customer (More tab > Email).
  10. Record any payments received (Payments tab).

Invoice status

Once you've sent the invoice to your customer, you can either change the status to Pending Approval or Approved, depending on your workflow. Doing so will mean the task will no longer be visible in your Completed Task list.

More on invoice status.


Final Invoice already created?

If you land on a task using another method (e.g. by tapping a link back to a task) and a final invoice already exists for the task, the Create Invoice button will be replaced by a View Invoice button so you can open the final invoice.


Create a Part Invoice

Part invoices are used at the start of a job for deposits or during the course of a job to invoice the client for part of the work undertaken.

To create a part invoice for an open task:

  1. Tap the More tab > Invoices, or the Invoices tile on the Overview.

    Both of these areas contain a counter telling you how many invoices are attached to the task.

  2. Tap the (green plus button) then tap Part Invoice.
  3. Follow the instructions above from step 3, ensuring you add items to your invoice and send it to your client.

Alternatively, to raise a part invoice without first viewing the invoice list, use the task shortcuts button > Create Part Invoice.


Read more on the Invoice worksheet  

Read more on adding items to an Invoice

Feature video