Janet
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Articles
Recent activity by Janet-
Manage Your Client Profile (iOS and Android)
The client profile is a central page for managing all of your client's information. You can action invoices, view reporting and historical information, and also perform quick actions such as callin...
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Manage Taxes
You can keep track of the taxes used on items and invoices so that you stay organized as you go. Tax settings are applied automatically based on your set country, but you can make changes by going...
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Create a Company Logo
Create a company logo using our simple logo creator to personalize your invoice templates and align them with your company brand. You can choose from our set of pre-designed logos, or upload your o...
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Select an Invoice Template Style
iOS and Android Tap the Profile icon in the top right corner of the home screen Tap Customize invoice Tap Design On the Template section, swipe right to scroll and select from the different temp...
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View Company Reports
Reports will default to your current reporting year and month but can be changed and viewed by all years and quarterly. All reports are based on the tax year for your business, as defined by the ta...
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Exporting Reports
After viewing your report, you can use our reports export tool to send yourself a copy of the report for the time frame you've selected. iOS and Android Tap More Tap Reports Tap Report list in t...
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MTD Reports (UK Customers Only)
Making Tax Digital is an initiative designed to eliminate the manual submission of tax returns. The primary goal is to make tax administration more efficient for taxpayers by implementing a fully d...
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Send an Estimate for Approval
When you are done drafting up an estimate for a job, you can send the estimate to your client, and they will have the option to either approve and/or pay the estimate. If they choose to approve it...
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Create an Estimate
You can create a job estimate to send to any client in Invoice2go. The client will have the option to either approve or deny the estimate. If they choose to approve it, the estimate status will ch...
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Email an Invoice
When you are emailing an invoice from a mobile device, it will be sent through the default email on the device. iOS devices will send invoices through the default Mail app and Android devices will ...