Smarter design. Increased speed. More reliability.
The first thing you’ll notice is the refreshed look and streamlined layout. We want to get you up and running as quickly as possible on the new app so once you update, there will be onboarding screens to help you get started – make sure you check them out.
We want you to have everything you need on whatever device you use. We’ve upgraded the technical side of our platform so you can focus on business, without a hitch and always have reliable access to the documents that you need.
This is the hub for all of your account details. It’s where you’ll be able to customize your invoice, update your company information, choose your payment options, add team members and export reports.
Home Screen and Notifications
The new home screen and notifications center will help you manage your business. These redesigned areas will notify you of overdue invoices and important updates.
Look professional with even more powerful invoice designs.
Updated Invoices Designs
We’re offering a new set of invoice designs and have improved the editing capabilities so you can optimize your invoices for better performance. Some of the improvements include updated fonts, an expanded color palette allowing you to match your invoice color to your logo, additional space to showcase your business accreditations and the ability to highlight your payment details for faster payment.
‘Design’ is where you can give yourself a new look. This is the spot to choose one of the 8 invoice templates available, upload your logo, attach your accreditations, and select a banner and watermark.
Personalized Layout Options
‘Options’ allows you to adjust the structure of your invoice. Here’s where you can: include job specific details, turn product codes on, add additional text fields, enter your terms and conditions and manage your payment terms.
Other great features to explore.
Fast and Accurate Previews
You’ll now have an instant preview of your invoice before you hit send. See any edit you make in real-time and make key decisions before you pass your invoices along to the customer.
Copy Estimates to Invoices
Converting documents has never been easier. In the new Invoice2go, you’ll save time by being able to easily convert estimates to invoices in just one tap.
Adding Team Members
We’ve simplified how you add users to your account. In the new Invoice2go, when you add a new user to your account you’ll select from just two options: access to everything or limited access. This means you can add, select and go with ease without worrying about checking the boxes.