Janet
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Articles
Recent activity by Janet-
Add a Client to the Client List
The clients saved to your client lists can be used when sending out invoices. You may add a client by either creating one directly on the client list, or by adding one to an invoice and saving it t...
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Set Document Number
With each new document you create (invoice, estimate, purchase order, or credit memo), a document number will be assigned to it. These document numbers will increase sequentially. At any time, you ...
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How Can I Create A Packing Slip?
From a web browser, you can download a packing slip from an existing or new invoice. When downloading a packing slip from a web browser, all information related to expenses, such as rates, terms, a...
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Manually Mark an Estimate Status
You may choose to send your client an estimate for approval. You can also choose to manually mark your estimate as Approved or Declined, which will move it from the Pending tab in your Estimates fo...
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Add Email CC and BCC on Invoices
When you send invoices to your customers, you can CC and BCC yourself on each invoice and receive a copy of your invoices for bookkeeping and personal reference. You can CC or BCC yourself on all y...
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Preview an Invoice
Preview your finished invoice before you send it to your client to make sure all the information is correct. When you preview your invoice, you are previewing the PDF copy that will be sent to your...
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How to Sign Up
Sign Up from our Mobile App From your mobile device, download the Invoice2go app from the Apple App Store or the Google Play Store depending on your device Tap Create account Enter your Email add...
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Join the Invoice2go User Panel
At Invoice2go, we really care about making a product that fits your life and how you work. From the very beginning, small business owners have shaped what Invoice2go was and what it is today. We ar...
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Disconnecting your Invoice2go/QuickBooks integration via QuickBooks
If you have disconnected your Invoice2go account from QuickBooks via the QuickBooks application, the integration will no longer sync your Invoice2go invoices to your QuickBooks account. Should you...
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Stripe Debit and Credit Card Transaction Fees
For each Invoice2go payment transaction accepted using Stripe, a fee will be deducted from the amount your customer pays you. Card transaction fees differ according to, The plan you’re currently ...