Who This Is For / When to Use
This article is for Kyrios account admins and users who need to manage invoices, payments, and receipts while away from the desktop app.
Accessing Invoices in the Mobile App
You can manage invoices from the dedicated Invoices section in the mobile app.
Open the mobile app.
Tap the menu icon.
Select Invoices.
Invoice Dashboard Overview
The Invoice Dashboard shows high-level financial performance and quick access to invoices.
You can view:
Total earnings received
Earnings due or overdue
Tabs for Invoices, Templates, and Recurring invoices
Creating a New Invoice
You can create either a one-time invoice or a recurring invoice.
Tap the + button in the bottom-right corner.
Choose One-Time Invoice or Recurring Invoice.
Step 1: Add Invoice Details
Enter the basic invoice information.
You can set:
Customer
Issue date
Due date
Invoice number
For recurring invoices, you will also set the billing frequency.
Step 2: Add Items from Catalog or Custom Items
You can add products from your catalog or create custom line items.
Choose Keypad for custom items.
Choose Catalog to select existing products.
Selecting Products with Variants and Add-Ons
If a product includes variants or add-ons, select them before adding the item.
You can:
Choose variants
Add optional add-ons
Set quantity and price
Applying Taxes to Items
Taxes can be applied automatically or manually depending on your settings.
Select one or more taxes per item
Automatic Taxes must be enabled in payment settings
Automatic Taxes on Mobile
Automatic Taxes calculate tax based on customer location and configured tax rules.
To enable:
Open Settings.
Go to Payment Settings.
Toggle Automatic Taxes on.
Selecting Tax Categories
When Automatic Taxes are enabled, you can assign tax categories to products.
Search for a tax category.
Select the appropriate category for the product or service.
Step 3: Add Terms and Notes
You can define payment terms and late fee conditions.
Enter custom terms
Apply late payment penalties if applicable
Step 4: Review the Invoice
Review all invoice details before sending.
You can:
Verify items and totals
Confirm taxes
Check dates and invoice number
Adding Discounts
Discounts can be applied before sending the invoice.
Tap Add Discount.
Enter the discount amount or percentage.
Sending a One-Time Invoice
Choose how the invoice is delivered to the customer.
You can send via:
Email
Text message
Invoice Preview and Customer View
Customers receive a professional invoice with itemized charges and taxes.
You can preview the final invoice layout before sending.
Creating a Recurring Invoice
Recurring invoices allow scheduled billing.
Select Recurring Invoice.
Add items and customer details.
Set billing frequency.
Setting Recurring Frequency
Choose how often the invoice repeats.
Options include:
Weekly
Monthly
Yearly
You can also select specific days.
Enabling Auto-Payment for Recurring Invoices
Auto-Payment automatically charges the customer on each billing cycle.
Toggle Enable auto-payment.
Select a payment method.
Selecting Saved or Customer Cards
You can charge a saved card or a customer-provided card.
Saved Card: Card already on file
Customer Card: Card collected via checkout or tap-to-pay
Managing Payment Devices
Kyrios mobile supports payment terminals for in-person payments.
Open Settings.
Tap Payment devices.
Supported Stripe Payment Terminals
You can connect supported Stripe readers for mobile payments.
Supported devices include:
Stripe M2 Reader
BBPOS WisePOS E
Stripe S700
Paying via Payment Instruments
When collecting a payment, choose a connected payment instrument.
Select Pay via Instruments.
Choose the device.
Complete the payment.
Viewing Invoices and Downloading Receipts
You can view invoices and download receipts for point-of-sale transactions.
Receipts can be shared via:
Email
Text
Enabling Automatic Sales Receipts (Web Setup Required)
Automatic receipts must be enabled in the web app.
Go to Payments > Settings.
Enable Automatic Sales Receipts.
Customize receipt details.
Common Issues and Fixes
Invoice not charging automatically
Confirm Auto-Payment is enabled
Verify a valid payment method is selected
Taxes not applied
Ensure Automatic Taxes are enabled
Confirm products are linked to tax categories
Payment device not appearing
Confirm the reader and device are on the same Wi-Fi network
Keep the app open during updates
FAQ
Can I create recurring invoices from the mobile app?
Yes. When creating a new invoice, choose Recurring Invoice and set the billing frequency.
How do I apply partial quantities?
Enter quantities with up to two decimal places when adding an item.
What payment methods can I record?
You can record payments using saved cards, tap-to-pay, cash, or manual entry.
Can I convert a POS transaction into an invoice?
Yes. During checkout, select Convert to Invoice and the invoice will auto-fill.
Can I change the payment method after enabling Auto-Payment?
Yes. You can update the payment method before sending the invoice.
What happens if a payment fails?
You must follow up with the customer to update their payment information.
How do setup fees work with recurring invoices?
Setup fees apply only to the first invoice. Future invoices include only recurring charges.
How do I know if a customer viewed the invoice?
Invoice status indicators show whether an invoice is sent, viewed, or paid.