Promoted articles

• Customer Reviews

  

  With our reviews feature, when a customer pays an invoice online, they will be prompted to leave a review for your business. Along with a 1-5 star rating for several different categories, your customer will also be asked to leave a comment on the job.  How does it work?  When your customer fully pays an invoice online, they will be given the option to rate your business and leave a short review. Your customer will have the chance to give a 1-5 star rating on five different categories including communication, timeliness, quality, value, and general experience. Please note, your customers will not be asked to leave a review if they partially pay an invoice, and reviews will be limited to one per customer. How do I enable reviews?  To enable reviews, please refer to the following steps. iOS and Android Tap the Profile icon in the top right corner Tap Company info Tap Reviews Toggle on Allow reviews Web Click on your Company name in the top right corner Click on Account & settings Click on Reviews Toggle on Allow reviews Are reviews public? Not unless you choose for them to be. Once your customer leaves you a review, it will be housed within the Company info section of your account. On the web version of the application, they will be housed within the Reviews section of your Account & settings. These reviews will be 100% private within the app, meaning only you can see them unless you choose to share them somewhere. What if my customer doesn’t want to leave a review?  If your customer does not want to leave a review, that’s no problem at all. There is no obligation on your customer’s end to leave a review, nor will it impede their ability to pay your invoice online.  What if my customer doesn't pay online but wants to leave me a review? If your customer pays an invoice through an offline method (cash, check, etc), but you would like for them to leave you a review, no need to worry. You can request a review through the following steps.  iOS and Android Tap the Profile icon in the top right corner Tap Company info Tap Reviews Tap Request reviews at the bottom of the page  Select the client you’d like to review your business  This will pre-populate an email to your customer requesting a review which you can edit and then send to them Web Click on your Company name in the upper right corner Click on Account & settings Click on Reviews Click on Request a review Select the customer you’d like to review your business  This will pre-populate an email to your customer requesting a review which you can edit and then send to them

• Navigating the Invoice2go app

  

  This article will help guide you through navigating the Invoice2go app and will teach you how to access all of your favorite features. What’s on the home screen? iOS and Android  On the home screen, you will still see several reports in addition to your quick action abilities such as marking invoices as paid and resending invoices. Should you want to perform a quick add item (invoices, estimates, clients, or projects) tap on the blue + sign in the bottom right corner and select the item you want to create. This will take you directly to the creation page instead of needing to navigate to that section of the app Tapping the magnifying glass will allow you to perform a search to easily find clients, documents, or items.  The notification bell will have a number next to it whenever you have a notification requiring your attention.  The navigation bar (iOS and Android) When you log into the app, you will see our most popular features at the bottom of the screen. Those features include Clients, Invoices, and Estimates, along with Home, and More.  More?  If you are looking for features outside of clients, invoices, and estimates, simply tap the More button in the bottom right corner. From here, you will see a list of all other features including,  Projects Purchase orders Credit memos Items  Expenses Appointments Time Tracking Reports  Help                   Where are my settings? To access your settings simply tap the profile icon in the top right corner of the home screen. This icon looks like a circle with a person in the middle. When you tap this icon, you will be brought to the settings of your account where you can,  Change your login email  Switch your account (if you have multiple accounts) View your company information, including customer reviews View your account ID Manage your subscription Customize your invoice Manage your client payment options Manage your tax settings Enable FaceID or Touch ID (iOS only) Add Siri Shortcuts (iOS only) Manage your two-factor authentication preferences Log out    Web app home screen experience  On the web version of the application, the home screen will include several business reports and recent activity on your documents. Additionally, the notification bell in the top right corner next to your company name will have a number next to it whenever you have a notification requiring your attention.  On the side navigation menu, you will see the different sections of the app including, Clients Appointments can also be accessed from this section Projects Invoices Purchase orders, credit memos, and time tracking can also be accessed from this section Estimates Items  Expenses Cashflow Integrated apps Reports Help Accessing your settings  (Web)  To access your settings, simply click on your company name in the top right corner and then click on Account & settings. Additionally, this is where you will also click when you want to log out of the application.  Your settings are broken down into five different sections; Your details, Company, Sett...

• Accept Tips

  

  Tips give your customers the option to leave a suggested or custom tip amount. You can enable tips on your account using the steps below. iOS and Android  Tap the Profile icon in the top right corner of the home screen Tap Client payment options Toggle on Allow tips Please note, the tips feature will only be available if you accept online payments Web Click on your Company name in the top right corner Click on Account and settings Click on Client payment options Toggle on Allow tips Click on Save How does someone tip you? Simply send your customer an invoice with online payment methods enabled.  When they select ‘Pay now’, they will be taken to the payments portal where they can choose to add a tip before making a payment.  Please note, tips are subject to online processing fees. Hot tip Adding a comment like the one below on your invoices could increase your chance of receiving a tip. “Tips are welcome. You can easily add one when paying by card.” Exceptions Customers will not have the option to leave a tip for the following types of invoices: invoices that include a deposit request invoices paid through Invoice2go Money Banking invoices sent by customers that have enabled the option to pass on card payment fees

• Invoice2go Online Payment Options

  

  Invoice2go offers multiple online payment options that make it easy for your customers to pay you no matter where they are located.  Please note that online transaction fees and deposit times will vary based on which online payment method(s) you accept.  What are the benefits of online payments? Payment variety: Giving your customers a variety of payment options to choose from on invoices can make providing great customer service easier. By allowing customers to pay through their preferred payment method, you can open up your business to a broader range of customers.  Quick turnarounds: Getting paid through online payments with Invoice2go is fast and simple. When you send an invoice, customers will be able to pay directly through our payment portal. Once received, you can deposit your payments into your bank account. This way, you can see quick turnaround times on payments as opposed to offline methods such as cash or checks. Payout times will vary based on which online payment method(s) you accept. Seamless reporting: When an Invoice2go customer pays an invoice online, that transaction will automatically be recorded within the Invoice2go app and will reflect on your reports. This way, you don't need to manually match offline payments to documents and can focus on winning new work.  Online payment features Invoice2go is dedicated to continuously adding new and exciting features to our online payment options. Some of our online payment features include:  Tips: You can give your customers the option to leave a suggested or custom tip amount on a document.  Track your PayPal transactions within the Invoice2go app: Keeping track of your PayPal transactions can now be done directly in the Invoice2go app. When you start accepting payments through PayPal, go to the client payment options section of the Invoice2go app and go to the PayPal section. There, you will see your recent PayPal payments at a quick glance. There's no need to switch between apps.  Payments customization: We’ve made online payments customizable to your business needs. We give you the ability to enable payments on your account as a whole within the client payment options section, or to toggle them on or off for individual documents. This way, if there are certain documents you only want online payments turned on for, this is possible. Open payment portal with QR code: If you are in the same location as your customer, they can quickly make a payment by scanning a QR code created from the Invoice2go app. When the customer scans the code with their smartphone, a link displays on their screen that allows them to make a payment. Where can I enable online payments? Mobile:  Tap the Profile icon in the top right corner Tap Client payment options Here, you can enable online payments Web: Click on your Company name in the top right corner Click on Account & settings Click on Client payment options Here, you can enable online payments Additionally, payments can be enabled on individual documents.  Where can I learn more about...

• Create an Invoice

  

  Knowing how to create an invoice is essential for managing your business. It allows you to record the business you've completed, stay organized, save time, and get paid faster. The following steps walk you through how to create an invoice — the steps below are similar for all of your document types (estimates, purchase orders, and credit memos).  iOS and Android From the home screen, tap Invoices Tap the + symbol in the top right corner This will bring you to the invoice edit screen, where you can tap on each field to add details for your invoice Client information: Tap Add client, and then either select a client from your client list or add a new client by tapping on the + symbol in the top right corner You can also search for a client by typing their name into the bar labeled Who is this for?  Items: Tap Add items, and then either select an item from your item list by tapping Choose multiple at the bottom of the screen or add a new item by typing in a new item name. You can also search for a saved item by typing its name into the Item Name row  If you would like to add an expense or time entry to your invoice, tap Add items, then Choose multiple at the bottom of the screen. Then choose from the Expenses or Time tab Balance: Tap Discount if you wish to add a discount, and indicate if it is a unit value or a percentage Payment Details: Under your due date, you will see the options to accept online payments Tap the box below payment instructions to add payment details notes such as a bank account number, or instructions on how you wish to receive payment Deposit Request: Below the payment details, you can add a deposit request to your invoice by adding an amount as either a percentage or fixed rate, and then tapping Save in the top right corner. Additionally, you can add this deposit request to future invoices by toggling on Add to future invoices at the bottom. Please note, online payments must be enabled to add a deposit request Other: Tap the box below Other to add notes to the bottom of your document Tap Add photos to attach a photo to your invoice Tap Save in the top right corner to manually save your invoice.  Once you are done saving your invoice, tap the Next button at the bottom of the screen to be brought to the preview & manage screen.  From the preview and manage screen, you have the option to set up recurring invoices (depending on your Invoice2go plan), add a payment, print the invoice, and other options. This is also where you will send out your invoice. Tap Send and you will then choose how you would like to deliver the invoice. To preview the invoice in full-screen mode, tap the image of the invoice on the top of the screen. To go back to the edit screen, simply tap Edit in the top right corner. To exit the invoice, tap Done in the top left corner. Web Click the Create icon in the side navigation menu. Then select the Invoice option. Alternatively, you can click Invoices from the side navigation menu. Then click the Create an invoice button. This will br...

• iOS Email Functionality- Email Deliverability Issues

  

  If you are experiencing difficulties with sending your invoices through email on your iOS device, you will want to make sure that the Invoice2go app is set up and correctly linked to the email app on your device. Please note, when sending invoices through email on an iOS device, our system will use the default mail account on your device. You can change your default email address on your iOS device using the steps outlined in this article.  Check your app setup and email functionality Open your iOS device's Settings app Please note this is outside of the Invoice2go application.  Tap Mail Tap Accounts Here you will see all of the accounts on your device. Please check to make sure the email you wish to send your invoices from is on this list. If it is not, you can use the steps outlined in this article to add a new account. Tap on the account you wish to use. Check to make sure that you are logged into the account, and that the Mail option is toggled on. It is possible you may have been accidentally logged out of your account. Logging back in should resolve your issue.  If the issue persists, it is possible there is an issue with the mail app on your device (see logo below). Deleting and reinstalling the mail app may resolve the issue.  Please note, deleting and reinstalling the mail app will require you to toggle on Mail for every account on your device using the above steps.  Here are a few more helpful tips Ensure that the invoice isn't going to a Junk or Spam folder by recommending your clients to add your email address to their recognized senders list. Make sure your client's email address is entered accurately, without any typos. Verify that all emails are up to date, and that you are able to receive a test email you send yourself through this app. Try sending yourself a test invoice by adding your own email address to the Send To field.   Make sure your Invoice2go app and your email app are both fully updated to the latest versions. Enable Background App Refresh for the Invoice2go app to allow for the app to check for updates even when it is not running.