We’re excited to present our newest upgrade 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 just a few steps. This update is available on Connectly, LeadConnector, and White-labelled (an update request is necessary) mobile apps.
What’s New
– New Invoice Dashboard – A new dashboard that shows crucial information you need – Collected and uncollected Earnings.
– Invoice listing – A clean interface that allows you to see all your invoices regardless of their state (draft, due, paid, etc.), whether the invoice was created via the web or mobile.
– Invoice card interactions – A novel way to interact with the invoice cards.
Modes of Interaction:
Tapping: A primary action for that invoice (For instance, editing a draft invoice).
Long Press: All the actions that can be performed for that invoice (For example, convert to template, Record payment, Edit, etc.).
Left Swipe: This reveals two most significant actions along with more, an option to view all (E.g. for a due invoice, you’ll see options to record payment, edit, and more).
– Invoice builder improved flow – A 4-step process to create an invoice in less than 45 seconds.
Steps:
* Initial details: Invoice recipient, Start date, Due Date, and Frequency (applicable only for recurring invoices).
* Items: Catalog items, Custom items (using keypad).
* Terms and Notes: Review your invoice terms.
* Review and Send: Review your invoice with all information in one place. You can also add a discount here.
– Real time tax selection – A new way of adding taxes to products. Make sure that you link taxes to products by using the Products feature on mobile or by Payment settings -> Taxes on the web. Every time you create an invoice, you’ll have the option to pick relevant taxes while selecting the variant and quantity.
– Partial quantity support – Quantities are no longer restricted to whole numbers. You can input part quantities up to two decimal places. To achieve this, just tap on the quantity field and type the relevant quantity (like 1.25, 6.83, and so on).
– Invoices can be created with templates – Go to the templates tab and use your templates to quickly create a new invoice.
– POS transaction to Invoice – Now, an invoice can be developed using the POS module. Initiate a new POS transaction by adding the items (with relevant quantities and taxes, link a contact, and add a discount. Once you reach the Payments instruments screen, tap on “Convert to Invoice”. All crucial details will be filled already. You can choose the due date quickly, review your terms, and review the final invoice before sending it out.
How It Works
The steps outlined below detail how to create invoices using the mobile app.
1. Open the mobile application and tap on the hamburger menu on the top left.
2. Tap on Invoices. You’ll see 2 widgets showing both the amount you’ve collected from your invoices and the amount yet to be paid. You will also see a list of all the invoices that you have created for that subaccount, either via mobile or the web. Use the left swipe gesture on the invoice to reveal primary actions (based on the status of the invoice). For instance, for an invoice that is due, you will see options to Edit, Record Payment and More, revealing all the actions you can perform on that invoice.
3. To create a new invoice, tap on the floating + button on the bottom right of the screen. Choose between a one-time invoice and a recurring invoice.
4. The first step is to fill in the initial details – Recipient of the Invoice, Start date, and Due date. If you chose a recurring invoice, you can set the frequency of payments.
5. The second step involves adding items to your invoice. Use your product catalog or add custom items with a note using the keypad section. Select the correct variants (if applicable), adjust the quantity, and select the applicable taxes.
6. The third step lets you review your terms and notes. Here you can specify the terms of this invoice, including late fee information if the invoice isn’t paid on time.
7. Finally, the fourth step has you reviewing the invoice. You can change the quantity of the items, alter the recipient, and add a discount. There’s also a web preview