Janet
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Articles
Recent activity by Janet-
Adding expenses to a project
If you have an expense you would like to add to a project; you can do so using the following steps. Unlike invoices and estimates, a single expense can be added to multiple projects. When you add a...
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Manage Currency Settings
Your currency settings are set automatically based on your country setting. You can manually adjust your currency setting to one of our 150 default currencies. Please note that once you change your...
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Edit Custom Labels
Editing the standard labels displayed on your documents gives you the flexibility to make changes that are specific to your region or business industry. Each document is labeled with general stand...
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Convert an Estimate into an Invoice
Estimates can easily be converted directly to an invoice without needing to re-enter information like the date, client, and amount. After your client accepts your estimate and has converted the inf...
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How To See The Status Of Your Documents
Document status tracking gives you the ability to see how your clients are interacting with the documents you've sent them. Each document that you send will have a status assigned to it that can be...
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Print an Invoice
The following steps will walk you through how to print an invoice — the steps below are similar for all of your document types. iOS and Android Tap Invoices Open the invoice you wish to print or...
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Send a Document Through Text, SMS, and Messaging Apps
In addition to email, you can also send your documents through the Invoice2go app via SMS text message, iMessage, Facebook Messenger, WhatsApp, or any other messaging apps available on your device....
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Download the Invoice2go App
The Invoice2go app is available to download for iOS devices from the Apple App Store and Android devices from the Google Play Store. Invoice2go supports the following mobile operating systems: Fo...
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How Can I Pay Lower Stripe Transaction Fees?
Card transaction fees differ according to the plan you’re currently subscribed to and the card type used by your customers. How does it work? When your customers pay your invoices online, the trans...
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Refund a Customer’s PayPal Payment
You can issue PayPal payment refunds at any time either from within the Invoice2go app or from your PayPal account. Depending on your customer’s bank, the refund will show up anywhere between 5-10 ...