Whether you are a current user of Invoice 2Go or have never tried this convenient tool, you should know that a recent update now makes payments a breeze for your clients who can pay online with the click of a button. With invoice, estimate, purchase order, and credit memo templates, creating is easy. Add that to the useful reports, notifications, client list, and products, and you have the complete package from Invoice2go.com.
Opening the app to your dashboard gives you a wonderful overview at a quick glance. See your count of outstanding invoices, the amount for the month, who the clients are, and your dollar total for the quarter. Just swipe across the bottom to view each of these handy items.
The left-hand navigation is conveniently organized for fast access. Folders expand to show your invoices, estimates, purchase orders, and credit memos. You can then scroll down to access your reports easily. Sales by year, quarter, month, customer, and more are available to you.
Each of your items, such as invoices and estimates, are displayed in a nice list view. You can quickly spot those that were not sent or emailed along with the client and amount. And, totals are scrollable along the very bottom. You can choose to sort your list various ways and just tap an item to view it.
With one tap, you can save, preview, email, print, copy, edit, or add a payment. By selecting preview, you can see a display of the item and the templates are visually appealing to give you and your business that professional look.
- 20 customizable invoice templates
- Photo receipts to generate expense reports
- Document signing
- Client statements
- Calendars, maps, and scanning ability
Invoice 2Go is a must-try for any small business owner or contractor. The features are extensive and the new option for payments is simple. Just enable that payment option and get paid via debit or credit card when your client clicks the button to pay online.
The app is available to download for free on iPhone and iPad and offers Apple Watch support. You can create up to three invoices before purchasing a yearly plan. So, it is a try-before-you-buy tool, which is a great reason to check it out. Plans begin at $49 annually.
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