Tracking Varying Hourly Rates Across Multiple Clients
Virtual assistants frequently work with clients who have different hourly rates.
Mobile invoicing for Admin
Invoice app for Virtual Assistants
InvoiceXpress gives virtual assistants access to quotes and invoices from the app, document delivery and customer pages, 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
Virtual Assistants often need to account for varying hourly rates across multiple clients. InvoiceXpress connects the customer, quote, invoice, payment and supporting records used for that work in an app for iOS and Android.
Organizing Customer Records for Efficient Communication
Keeping detailed customer records accessible is crucial for quick reference when communicating or invoicing clients, but it can be time-consuming without the right tools.
Managing Invoices and Payments on-the-go
Virtual assistants need an easy way to create invoices and track payments while working remotely.
Relevant features
InvoiceXpress tools for Virtual Assistants
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.
Document delivery and customer pages
Email documents now or later with selected attachments, or share customer document links through WhatsApp, SMS and the device share sheet.
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 virtual assistants 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 Virtual Assistants
How can virtual assistants create and send invoices from a phone?
Virtual Assistants 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 virtual assistants 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 InvoiceXpress keep separate records for more than one business?
Yes. Separate business workspaces can keep their branding, customers, items, documents, expenses, galleries, credits and settings apart while remaining available from one account.
Available on iOS and Android
Keep virtual assistants invoicing in the app
Create customer documents, record payments and expenses, and review business activity from iOS or Android.