Managing your invoices just got easier 


You asked, and we listened. Based on your feedback, we’ve improved the Invoice2go app to make it easier to manage and track your invoices.

What’s changed?

The way you “create” an invoice has been simplified.

Things you need to do to “manage” invoices have been moved to their own screen. This new screen also provides a preview of your finished invoice, and info you need to track what’s happening with that invoice. 

Creating an invoice and managing it are very different tasks. Having everything you need to manage your invoices on a single screen makes it far easier to see what’s happened - and to do what you need to do next.

These same improvements are also being made throughout the app, to Quotes, Purchase orders and Credit memos.

How it looks





                       Invoice_Edit_Screen.png.           Preview_and_Manage_Screen.png

When you’ve saved invoices in the past, a blue menu bar with three buttons would appear at the bottom of the screen. That’s gone now.

Instead, you’ll now see a "Next" button at the bottom of your screen.

Tap this button when you’ve finished creating your invoice to automatically save it, and head to the following screen.

On this new screen, you’ll see: 

  • a preview of your finished invoice (which you can tap and zoom), 
  • the total value and due date
  • the status of the invoice, and
  • options to do things like Send, Add payments, Print, Sign, Delete and set up recurring invoices. 

Once a payment’s been made, you’ll also see a transaction history for your invoice here, and the option to send a receipt.

If you’re opening an existing invoice from now on, this is the screen you’ll see. 

Need to go back and make changes? Just hit the Edit button.

Want more detail? Visit our support page. 

But wait, there’s more!

We’re working on a few other big improvements based on your generous feedback, so stay tuned for even more helpful improvements to your app. 

Please get in touch if you have any suggestions or feedback. We’d love to hear your thoughts. 

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