Our latest updates to both the web and mobile versions of the Invoice2go experience improve the layout and design of our app so that the features most important to the success of your business are now easier to find and more accessible than ever before. This article will help guide you through all of the changes we’ve made, and will teach you how to access all of your favorite features.
What’s on the home screen? iOS and Android
On the home screen, you will still see several reports in addition to your quick action abilities such as marking invoices as paid and resending invoices. Additionally, you will notice that the quick add items (invoices, estimates, and clients), have been moved to give you more space on the home screen. Should you want to perform a quick add item (invoices, estimates, clients, or expenses) tap on the green + sign in the bottom right corner and select the item you want to create.
The new Home Screen (Mobile):
What else has changed? iOS and Android
Previously, on the mobile app, there was a side navigation menu where you could switch between the different Invoice2go features. We’ve removed that. Now, when you log into the app, you will see our most popular features along the bottom of the screen. Those features include Clients, Invoices, and Estimates, along with Home, and More.
What about the other features?
If you are looking for features outside of clients, invoices, and estimates, there is no need to worry! We haven’t removed them from the app. Simply tap on the More button in the bottom right corner. From here, you you will see a list of all other features including,
- Purchase orders
- Credit memos
- Time Tracking
Where are my settings?
Previously, to access your settings and edit details regarding your account including the ability to log out, you would tap on the side navigation menu and then tap on Settings. Now, simply tap on the top right corner where you will see an icon of a circle with a person in the middle. When you tap on this icon, you will be brought to a page to edit the settings of your account including,
- Changing your login email
- Switching your account (if you have multiple accounts)
- Viewing your company information, including reviews
- Viewing your account ID
- Managing your subscription
- Customizing your invoice
- Managing your client payment options
- Managing your tax settings
- Enabling FaceID or Touch ID (iOS only)
- Managing your Two-Factor Authentication preferences
- Logging out
With this new update, the layout of the web version of our application has also changed.
On the web version of the application, you will notice several changes right away on the home screen. First, your company name has been moved from the top left corner to the top right corner. Additionally, a notification bell has been added in the top right corner alongside your company name. This bell will have a blue number next to it whenever you have a notification requiring your attention. Please also note that the section for settings on the side menu has also been removed.
How do I access my settings on the Web app?
To access your settings, simply click on your company name in the top right corner and then click on Account and Settings. Additionally, this is where you will also click when you want to log out of the application. Previously, this was also accessed from the side navigation menu.
You will notice that settings are now broken down into three different sections; Company, Settings, and Account. Your Company section is where you will find your company information and reviews. Settings is where you will customize your invoices, edit your client communication and payment options, manage your tax settings, change your language settings, and update your two-factor authentication preferences. Account is where you have the ability to manage your subscription, manage team members, export company data, and connect to Xero.
The New Search Bar
With the new navigation improvements, the way you can search through the app has also been improved. We’ve extended the global search on the home screen across the site meaning you can get to any important documents, clients (and more) from anywhere. Previously, search results were restricted to documents only relevant to the section you were on. For example, conducting a client search in Invoices would only show invoices related to that client. Now, we'll display all objects e.g. Documents, Appointments etc. related to that client, no matter where you search from. Results are also prioritized based on what section you are on for increased relevancy.
Notice how in the second picture that even though you are in the time tracking section of the application, the search will still give you results for other document types. However, the main search will still default to the section of the application you are in. This will help narrow down your searches no matter where you are in the application.