Janet

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  • Convert Exported Expense Report To PDF

    When you export your expense report with images, it will be saved as an HTML file. If you prefer to save expense images in PDF format, you can follow the steps below to convert your file in just a ...

  • Creating Appointments

    Appointments is a feature that simplifies the way that you perform work and get paid. Access to the appointments feature will depend on your Invoice2go plan.  You can schedule appointments using th...

  • Add an Item to Items List

    The items saved to your item lists can be used when sending invoices to your clients. All items have descriptions and associated rates. With each item, you can decide whether to assign a unit type ...

  • Enable Product Code for Items

    Product codes help you organize your item list. Product codes will be added to the front of each item (e.g. A10 - Paper). Once added, you can also search for your product codes. These become especi...

  • Creating and saving time entries

    Time tracking makes it easy to keep track of the time you spend on-site and with a client. You can add each time entry to an invoice, include notes of the work you completed, and easily track your ...

  • Billing Time Entries

    With the time tracking feature, you can: Record when you start and stop working Immediately bill clients for your time (or save your time entries for later) All-time entries will be saved in the ...

  • Can I navigate the app while time tracking?

    Yes, you can use the minimize option to access a different section of your Invoice2go app while your timer continues in the background. iOS and Android Tap the 'V' in the top right corner of your ...

  • Projects

    With our projects feature, you can keep your invoices, estimates, expenses, photos, files, and notes related to a single project together in one place. This makes the process of keeping track of yo...

  • Create and Send a Client Statement

    All statements are created and sent at the client level. Once your client has multiple invoices associated with them, you can create a statement for them. If you only have one invoice associated wi...

  • Sorting your clients list

    To sort your clients list alphabetically or by balance owed, please refer to the steps below. iOS and Android Tap Clients Under the search bar, tap Sorted… and choose between 'Alphabetically' or ...