Invoices

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Main Page –> Transactions

For Invoicing in QuickBooks Online, see Invoicing

Under invoices one can see a menu (top right corner) and can switch between table view or list view.

Slide an invoice from the list to edit or delete it.

Slide to Edit

Once you select (by double tapping) an invoice you can proceed to:

• Edit.

  See Edit Invoice

• Email.

• Delete.

• Generate a pdf with current data, including your company logo.

  See Invoice Pdf

• Share the pdf.

• Collect a signature.

  See Invoice Signature

• Go to invoice’s customer.

• Add/Delete/Share invoice’s images.

• Call the customer.

• Use whatsapp to call or text.

• Open the map app with the customer billing address.

• Set configuration for the Invoice’s page.

  See Invoices Settings

  • Reload images from the cloud.

  • Enable/Disable invoices notifications.

  • Enable/Disable display columns under table view.

The search icon at the top, will filter the list by the search filter criteria applied to invoice’s number. The icon at the bottom indicate you can add an invoice.

Pages.

Edit Invoice Invoice Images Edit Invoice Lines Invoices Settings Invoice Signature

Any data changed or created, the app will ask, while exiting the page for:

• Back, to add more changes.

• Cancel, to discard changes.

• Ok, to save it.

Once the data is saved, the changes will propagate to any mobile user of the app, seamlessly.

More screenshots.

List Table Selected Menu Edit Invoice Invoice Pdf

Invoices as List

Invoices as Table

Invoice Selected

Invoice Menu Choices

Edit Invoice

Invoice Pdf