Get Started with Invoice2go

Set Up Invoice2go Account

• Create an Invoice
• Design Custom Logo
• Set Up Client and Product Lists
• Manage Company Reports
• Access Invoice2go on the Web

Creating Documents

• Add an Expense to an Invoice
• Mark an Invoice as Partially Paid
• Schedule Recurring Invoices
• Preview an Invoice
• Send an Invoice
• Print an Invoice

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Emailing Documents

• Add Email CC and BCC on Invoices
• See When Customers View Emails
• Changing the Email Address Used to Send Invoices
• Personalize Default Email Message

Clients and Products

• Enable Product Code for Items
• Add an Item to Items List
• Add a Client to Client List
• Import an Existing Product or Client List