Mobile: InvoicesMobile: Invoices

The Invoices list displays invoices created for the customer.

At the top of the invoices window are three icons:

  • Back Arrow takes you back to the customer details screen.
  • Magnifying Glass searches for specific invoices using a wildcard search. Enter the word or phrase and click Filter to display only invoices containing that word or phrase.
  • Gears Icon opens an options pop-over window where you can.
    • Set the Default Delivery Method – when a new invoice is created, how do you want it to be sent (via email or printed)?
    • Set the Default Tax Code – are new invoices generally taxable or non-taxable. Your options may vary depending on how your system administrator has set up the system.
    • Create a New Invoice – this will open a new, blank invoice in the invoice module

The invoice list shows:

  • Invoice Number and Description
  • The Date of the invoice
  • Total of the invoice and the unpaid Balance Due
  • Status of the invoice
  • Once the invoice has been archived, a red Archived is displayed on the left side.

If an invoice is past due, the first line will be color-coded:

  • Blue indicates the invoice is 30 days or fewer past due
  • Orange indicates 31-60 days past due
  • Red indicates 61 or more days past due

Tap on an invoice to see the entire document.

Note: The Invoice module has not been optimized for mobile view. So you might find it easier to use a computer to view/edit invoices.

iPoint Version: 9.0814
Last modified: 21 Apr 2022

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