Invoice 2go1/16/2024 Click the Create icon in the side navigation menu.To exit the invoice, tap Done in the top left corner. To go back to the edit screen, simply tap Edit in the top right corner. To preview the invoice in full-screen mode, tap the image of the invoice on the top of the screen. Tap Send and you will then choose how you would like to deliver the invoice. This is also where you will send out your invoice. Once you are done saving your invoice, tap the Next button at the bottom of the screen to be brought to the preview & manage screen.įrom the preview and manage screen, you have the option to set up recurring invoices (depending on your Invoice2go plan), add a payment, print the invoice, and other options. Tap Save in the top right corner to manually save your invoice.Tap Add photos to attach a photo to your invoice.Tap the box below Other to add notes to the bottom of your document. Please note, online payments must be enabled to add a deposit request Additionally, you can add this deposit request to future invoices by toggling on Add to future invoices at the bottom. Deposit Request: Below the payment details, you can add a deposit request to your invoice by adding an amount as either a percentage or fixed rate, and then tapping Save in the top right corner.Tap the box below payment instructions to add payment details notes such as a bank account number, or instructions on how you wish to receive payment.Under your due date, you will see the options to accept online payments.Tap D iscount if you wish to add a discount, and indicate if it is a unit value or a percentage.Then choose from the Expenses or Time tab If you would like to add an expense or time entry to your invoice, tap Add items, then Choose multiple at the bottom of the screen.You can also search for a saved item by typing its name into the Item Name row Tap Add items, and then either select an item from your item list by tapping Choose multiple at the bottom of the screen or add a new item by typing in a new item name.You can also search for a client by typing their name into the bar labeled Who is this for ?.Tap Add client, and then either select a client from your client list or add a new client by tapping on the + symbol in the top right corner. This will bring you to the invoice edit screen, where you can tap on each field to add details for your invoice.Tap the + symbol in the top right corner. The following steps walk you through how to create an invoice - the steps below are similar for all of your document types (estimates, purchase orders, and credit memos). It allows you to record the business you've completed, stay organized, save time, and get paid faster. Knowing how to create an invoice is essential for managing your business.
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