Mobile: Invoices

Mobile: 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• Once the invoice has been archived, a red Archived is displayed on the left side.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.