Get Started with Invoice2go

Set Up Your Account

• Sign Up Using Linked Social Accounts
• How to Sign Up
• Download the Invoice2go App
• Access Invoice2go on the Web

Create and Manage Documents

• Improved Invoice Editing Flow
• Today Home Screen: Overview of Outstanding Invoices
• Send a Document Through Text, SMS, and Messaging Apps
• Search Your Documents, Clients, and Items
• Sort and Filter Document and Expense Lists

Invoice Actions

• Create an Invoice
• Preview an Invoice
• Print an Invoice
• Delete an Invoice
• Mark an Invoice as Partially Paid
• Mark an Invoice as Fully Paid

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Emailing Documents

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

Estimates

• Send an Estimate for Approval
• Manually Mark an Estimate Status
• Convert an Estimate into an Invoice

Manage Reports

• Exporting Reports
• View Company Reports