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
• Manage Company Reports

Create and Manage Documents

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

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Emailing Documents

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