Help and support
Help and answers before your next invoice
Short, plain answers about messages, review, tax and pricing. Still stuck? Email the team.
Help
Getting started
How does a text become an invoice?
Send the customer, city, work and price before tax from your registered business number. Mobillify drafts the invoice and checks the details, tax, totals and PDF. You can correct it by replying EDIT, then CONFIRM. You do not need to install a new app.
What should I include in my message?
The customer name, the city or job address, the work or parts supplied and the amount before tax. A phone number or email can be added for delivery but they are optional while preparing the draft.
Do I need to install a new app?
No. Text invoicing works through supported SMS channels after your business number is verified. WhatsApp needs a linked, verified number and a supported sender.
What do I need before I can invoice by message?
A registered business account and a linked, verified messaging number. Registering alone does not activate WhatsApp or text invoicing.
Can I send a voice note?
Yes. Voice notes are transcribed and checked. Voice support is English at launch. If a name or amount is not clear, Mobillify asks you to repeat it or send it as text. Voice notes must be under 10 MB.
Help
Reviewing and sending
What do EDIT, CONFIRM, DISCARD and SEND mean?
Reply EDIT with your change to correct the draft, CONFIRM to save it and DISCARD to throw it away. After confirming, reply SEND TEXT, SEND WHATSAPP or SEND EMAIL to receive the final invoice.
Does Mobillify send the invoice to my customer?
No. The final PDF is sent to you by text, WhatsApp or email, and you forward it yourself. Nothing goes to your customer because you sent the original message.
Do my customers need a Mobillify account?
No. You forward the finished PDF from your own phone or email, so your customer does not sign up for anything.
What if my message is missing something?
Mobillify asks one short question back, such as which city the customer is in, instead of guessing.
Help
Tax, branding and pricing
How does Mobillify handle GST, HST and PST?
You choose the customer location and your tax profile. GST, HST and provincial taxes appear on separate lines, and PST only applies to items you configure as taxable. You review every line. This does not replace legal or accounting advice.
Can I use my own branding?
Yes. Add your business identity, colours, details, terms and notes once, then reuse them on every invoice.
What does it cost, and what is the free generator?
Mobillify Pro is CAD $49.99 per month. The free invoice generator is a separate browser tool for a single PDF and does not need an account.
Is billing live yet?
Not yet. Mobillify is in a controlled beta, access can be limited to invited businesses, and subscription billing is not active. Taxes may apply when paid subscriptions launch.
What is the line at the bottom of each PDF?
Invoices include a small "Powered by www.mobillify.com" line in the footer.
How is my data protected?
Mobillify uses secure email authentication and server-side access controls, and private service credentials are never exposed in the browser. Read the privacy policy for the full detail.
Still stuck
Need account help?
Include your business name and the invoice number if one is involved. Never email a password, verification code, full card number or private API key.