Janet
- Total activity 455
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 226
Articles
Recent activity by Janet-
Editing Or Removing An Existing Deposit Request
There's no need to worry if an error was made when first creating and sending your original deposit request. We've made it easy to edit or remove your deposit request so you can easily manage your ...
-
Adding project details
Project details help you keep track of important project information such as a project name, description, location, and dates. You can add project details using the following steps. iOS and Androi...
-
Adding a signature line to your documents
You can add a signature line to your documents to be signed by both you and your client using our customize invoice feature. Additionally, using our iOS app, you can have your client digitally sign...
-
Marking an estimate deposit request as paid
If you’ve sent an estimate to your client with a deposit request attached, you can mark it as paid using the steps outlined in this article. If you want to learn how to add different payment met...
-
Personalize Default Email Message
Each time you invoice your clients, a generic default email message is provided in the email body. You can personalize your default email message at the account level. Additionally, you can add spe...
-
Mark an Invoice as Partially Paid
If your customer partially pays your invoice online, we will automatically record the payment. Additionally, you can manually record transactions if your customers pay another way (e.g., they pay w...
-
Sort and Filter Document and Expense Lists
To better organize your document and expense lists, you can sort your data by the following: document date, document number, document due date (invoices only), client name, and financial tax years....
-
Email Verification
When you sign up with Invoice2go using your email, you will be asked to verify your email address within the first 7 days of your subscription. After 7 days, if you have not verified your email add...
-
CCPA Readiness & Compliance
CCPA Overview Enacted on January 1, 2020, AB 375, the new privacy law more commonly known as the California Consumers Protection Act (CCPA) allows California residents to demand to see information ...
-
How to Update the Invoice2go App
Required app version: 11.7.1 and above. The Invoice2go app is available on both the iOS App Store and the Google Play Store. Periodically, we release new versions of the app to make improvements or...