Today Home Screen: Overview of Outstanding Invoices

The Today feature, available for Pro Plan users and above, is your one stop shop to see what you are owed. It gives you a clear view of your outstanding invoices as well as the option to quickly follow up with your clients. With Today, you can stay on top of who owes you money and make sure you never miss a payment again.

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Our new home screen delivers a new, simpler, design that allows you to quickly use shortcuts to create new estimates, invoices, expenses, time entries, and more.

To access Today, simply open your Invoice2go app to your home screen.

 

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You can now scroll through information cards containing our latest tips and tricks to help you get the most out of Invoice2go. We’ll introduce you to tools that will help you run your business faster and more efficiently, freeing up the time you spend on invoicing and bookkeeping so you can focus on your projects and clients.

 

Your invoices that are overdue will display at the top of your screen. Each invoice card gives you a quick overview of:

  • Outstanding balance due
  • Client details
  • Sent status (if the invoice is unsent/sent, and the date it was sent)
  • Quick actions to email, message, and mark as paid

 

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Below your overdue invoices will be your invoices that are due soon. Invoices that are due within 30 days will be displayed in this section.

 

Just like a personal assistant, the Today home screen helps you organize your day, keeps you on top of the money that’s owed to you, and makes following up on overdue payments even easier. Scroll down and instantly know what you need to do.

 

TIPS

  1. Tap the client name to be taken through to their profile for a view of all activity you’ve had with that client
  2. If you mark an invoice as paid, it will disappear from the list.
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