Invoices rebranded – Mobile Payments – v3.77.3

Latest Update to Invoices on Mobile App

We are excited to announce our latest update to Invoices on the mobile app – a brand new flow! Subaccount admins and users can now create invoices either from the dedicated Invoices section or from the Point-of-Sale section in a few easy steps. This update is available on Clixio, LeadConnector, and White-labelled (update needs to be requested) mobile apps.

Key Actions for Invoices

1. Tap – Primary action for that invoice (E.g. edit invoice for a draft invoice)
2. Long press – All the actions that can be performed for that invoice (E.g. Convert to template, Record payment, Edit, etc.)
3. Left swipe – Reveal the two most significant actions along with more, an option to view all (E.g. For a due invoice, you will see options to record payment, edit, and more)

Steps to Create an Invoice

1. Initial details – Invoice recipient, Start date, Due Date, and Frequency (applicable only for recurring invoices).
2. Items – Catalog items, Custom items (using keypad).
3. Terms and Notes – Review your invoice terms.
4. Review and Send – Review your invoice with all the information on a single page. You can also add a discount here.

How It Works

1. Open the mobile app and tap on the hamburger menu on the top left.
2. Tap on Invoices. You will see 2 widgets depicting the amount you have collected from your invoices and the amount that is yet to be paid.
3. To create a new invoice, tap on the floating + button on the bottom right of the screen.
4. Fill out the initial details – Recipient of the Invoice, Start date, and Due date. In case you chose a recurring invoice, you will have the option to configure the frequency of payments.
5. Add items to your invoice from your product catalog or add custom items with a note using the keypad section.
6. Review your terms and notes, laying down the terms of the invoice.
7. Review the invoice and make any adjustments required.
8. Once ready, tap on Send. Select the channel to send your invoice (email, sms, or both).
9. To record a payment for the invoice, head to the Invoice list, navigate to the relevant invoice card, left swipe, and tap on Record Payment.

This update brings a lot of new features available in invoices on the web in a simple and intuitive flow. Building an invoice has never been simpler before!

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