Get Started with Invoice2go

Set Up Your Account

• Invoice2go Online Payment Options
• Add or remove a trusted device
• How to Sign Up
• Download the Invoice2go App
• Access the Invoice2go Web Application
• Email Verification

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Create and Manage Documents

• Create a Purchase Order
• Create a Credit Memo
• 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
• Accept in-person payments using QR codes
• Preview an Invoice
• Print an Invoice
• Mark an Invoice as Fully Paid
• Mark an Invoice as Partially Paid

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Emailing Documents

• Email an Invoice
• How to add a PDF Attachment to your Documents
• Add Email CC and BCC on Invoices
• How To See The Status Of Your Documents
• Change the Email Address Used to Send Invoices
• Personalize Default Email Message

Estimates

• Send an Estimate for Approval
• Create an Estimate
• Manually Mark an Estimate Status
• Convert an Estimate into an Invoice
• Adding different payment methods to estimate deposit requests
• Marking an estimate deposit request as paid

Manage Reports

• View Company Reports
• Exporting Reports
• MTD Reports (UK Customers Only)