Two-factor authentication (2FA) through Invoice2go offers an additional layer of security. For most users, 2FA will be optional, however, there are some features that require 2FA to be enabled in order to use. 

For Xero users (AU only)

If your account is connected to Xero, and you are located in Australia, 2FA will be mandatory to log in to Invoice2go in order to comply with ATO's requirements for digital service providers. 2FA will automatically be enabled and can not be disabled without first disconnecting Xero from your Invoice2go account. 

For Invoice2go Money users (US Only)

If you are an Invoice2go Money user, 2FA will be mandatorily enabled on your account. This is to ensure the safety of your account and the prevention of unauthorized activity. When completing your Invoice2go Money application, you will be required to submit a phone number for authentication purposes. It is critical that you enter a phone number that is able to receive SMS text messages during the onboarding process of our Money products.

How does 2FA work?

With 2FA, each time you log in to your Invoice2go account, an email or SMS text message will be sent to you asking you to confirm your identity. 

How can I enable or disable 2FA?

Mobile

1. Tap the Profile icon in the top right corner
2. Under Security, toggle on Two-factor authentication
3. 2FA will now be enabled on your account and will be prompted on subsequent logins

Web 

1. Click on your Company name in the upper right corner
2. Click on Account & settings
3. Under Settings, click on Security 
4. Toggle on Two-factor authentication
5. 2FA will now be enabled on your account and will be prompted on subsequent logins

2FA via SMS Text

If email is not your preferred 2FA method, you also have the ability to receive your verification code through an SMS text message. To do this, you will need to add a verified mobile number to your account using the steps outlined in the next section.

Adding a Verified Mobile Number

Mobile

1. Tap the Profile icon in the top right corner
2. Tap Personal info
3. Tap + Mobile 
4. Select your Country 
5. Add your mobile number 
6. Tap Next 
7. You will then receive a six-digit verification code via SMS text
   • If you did not receive the code, tap Resend SMS 
8. Enter the code and tap Confirm 
   • Your number will then be verified and can be used for 2FA on subsequent logins
   • Please note that standard messaging rates may apply

Web 

1. Click on your Company name in the upper right corner
2. Click on Account & settings
3. Click on Personal info
4. Next to Verified mobile number, click on Add mobile number
5. Select your Country 
6. Add your mobile number 
7. Click on Next 
8. You will then receive a six-digit verification code via SMS text
9. Enter the code and click on Confirm 
   • Your number will then be verified and can be used for 2FA on subsequent logins
   • You can change this number by returning to this section and clicking on Edit 
   • Please note that standard messaging rates may apply

Verifying your Identity- SMS and Email

1. When you log in to your Invoice2go account, you will receive an email or SMS text message with a six-digit code
2. Enter the code under the line labeled Verification code 
3. Tap/Click on Confirm 

If you did not receive your verification code, you can tap/click on Resend SMS or Resend Email. Additionally, you can tap Try Phone or Try Email if you are not receiving a code from your preferred method. 

Please note, if you add a verified number to your account and have enabled two-factor authentication, SMS 2FA will be used as the default method for authentication when logging in.