Creating a Quick Invoice on-site

The Quick Invoice is built for use right at the customer’s premises. A typical Quick Invoice takes under two minutes — pick the customer, add line items, get it signed, share the PDF.

Prerequisites

You need a smartphone or tablet with the Agenda app and the “Create Quick Invoice” permission. To learn how to grant this permission, see Roles & permissions.

The 6-step flow

1. Open Quick Invoice. Tap Quick Invoice in the side menu.
2. Pick a customer. Tap Pick or add a new customer. You can search existing customers, add a new one inline, or pick from the “Recent” shortcut row.
3. Add line items. Tap Add, then fill in title, quantity, unit, price and tax rate. Or tap From template to insert a saved service template — quantity and unit are then pre-filled.
4. Notes (optional). Tap the notes field at the bottom if you want to add remarks, payment terms or anything else to appear on the invoice.
5. Sign. Tap Sign. First you (or your employee) draw or pick a saved signature. Then the customer signs.
6. Save and share. The invoice is saved immediately as a PDF. You can share (WhatsApp, AirDrop, email), print or send by email directly from the app.

Reuse last invoice

For repeat customers, tap Reuse last invoice in the customer card. All line items from the last Quick Invoice are copied — you only adjust what changed.

The dual signature

Every Quick Invoice carries two signatures:

• Left — your employee’s or owner’s signature, with name and role (e.g. “Team lead”). It can be saved for next time so it’s a single tap.
• Right — the customer’s signature with the name you entered.

Caution

The dual signature is a deliberate trust feature. It shows the customer that a named person from your company personally backs the invoice — and gives you proof that the customer accepted the service.

For more on saving signatures per employee, see Saved signatures.

What the app does behind the scenes

You don’t have to think about any of this — the app takes care of it:

• A consecutive invoice number is assigned per business year (RG-2026-0001, RG-2026-0002, …). No duplicates, no skipped numbers.
• The finished PDF is cryptographically sealed (SHA-256 fingerprint) and stored immutably.
• A signed Quick Invoice is locked against edits. Corrections go through a credit note.

Sign a draft from a recurring contract

If your company uses recurring contracts, prepared drafts show up in the app:

1. Open the Quick Invoice screen.
2. Tap the inbox icon at the top right (drafts).
3. Pick the due draft — customer, line items and notes are already filled in.
4. Adjust if needed, get it signed, save. The draft becomes a signed invoice — a new invoice number is assigned at signing time.

Who needs which permission?

Task	Permission
Create and sign a Quick Invoice	Medium — team leads, field staff
Manage service templates	Medium
Save your own signature	anyone with Quick Invoice permission
Delete someone else’s signature	High — responsible person

What to read next

• Saved signatures
• Service templates
• Managing invoices (web)