Invoice2go FAQs

Accepting PayPal payments allows your customers to pay your invoices securely with their PayPal account. You have the flexibility to choose which invoices you will accept payments by PayPal .

If youdon'thave a PayPal Business account yet and you would like to accept PayPal payments, you can sign up for one here. Once you link your PayPal account, you will receive a welcome email from Invoice2go.

If you already have a personal PayPal account, please add that to Invoice2go, and, once you start receiving and claiming PayPal payments made through Invoice2go your personal account will automatically change to a business account with no additional setup required.

iPhone and iPad

From the side navigation menu, tap onSettings

Under the Company section, tap on Client payment options

Tap on Accept PayPal

Toggle on the option to accept PayPal

Enter your PayPal business / personal email address

For convenience, in case you don't have a PayPal account, Invoice2go has pre-populated your Invoice2go account email in the PayPal email field. When you start accepting PayPal payments, your Invoice2go account email will become your PayPal account email

If you have a PayPal account, replace the pre-populated email and enter the email associated with PayPal account

Android

From the side navigation menu, tap onSettings

Under the Company section, tap on Client payment options

Tap on Accept PayPal

Toggle on the option to accept PayPal

Enter your PayPal business / personal email address

For convenience, in case you don't have a PayPal account, Invoice2go has pre-populated your Invoice2go account email in the PayPal email field. When you start accepting PayPal payments, your Invoice2go account email will become your PayPal account email

If you have a PayPal account, replace the pre-populated email and enter the email associated with PayPal account

Web

From the side navigation menu, clickonSettings

Under the Company section, click on Client payment options

Toggle on the option to acceptPayPal

Enter your PayPal business / personal email address

For convenience, in case you don't have a PayPal account, Invoice2go has pre-populated your Invoice2go account email in the PayPal email field. When you start accepting PayPal payments, your Invoice2go account email will become your PayPal account email

If you have a PayPal account, replace the pre-populated email and enter the email associated with PayPal account

Click on Link your PayPal account to finish set up

Venmo & PayPal Credit

Beginning December 3rd, 2019 - if you are offering PayPal as a payment option via Invoice2go, you will now also begin to offer PayPal Credit & Venmo through PayPal as well. As the seller, there is no extra-work required to set up or accept these payments through these methods. Since both new payment options (PayPal Credit & Venmo) process through PayPal, you will notice no difference from your end. However, when your customer is paying the invoice, they will be presented with all three options (as long as you have PayPal enabled in settings) and may appreciate and be more likely to pay with the additional choices.

*Note: Venmo & PayPal Creditcannot be individually toggled. Meaning, these new payment options will be offered if you have PayPal enabled in your Invoice2go settings, and can only be disabled by disabling the PayPal option overall in the payment options settings. We will soon have the individual toggles available for these payment options. Stay tuned!

Helpful Tips

Within your PayPal Business account, you have access to payment history, recent payments and payment details. In the notes section for each payment, you can reference the Invoice2go invoice number

If your customers try to pay your invoices with PayPal but theydon'thave a PayPal account yet, they will be prompted to create a PayPal account. Once they have completed their PayPal account registration, they will be directed back to your Invoice2go invoice and can proceed to complete their payment

All transaction emails will be delivered by PayPal directly to you and your customers

Accepting PayPal payments creates new opportunities for potential customers. Your added flexibility of how you allow your customers to pay you makes it easier for people to do business with you.

If you are looking for information PayPal Here, note that we have discontinued the support of the quick sale mobile point-of-sale feature. You will still have 2 options available to accept card payments on the stop: 1. You can charge a debit or credit card for payment on any unpaid invoice. Simply open an unpaid invoice, tap Payment, tap Enter card details, and take payment. 2.Download the PayPal Here app from the App Store and use it to take payment on the go.

Minimum Requirements

Accepting PayPal payments in enabled for iOS v. 9.8.0 or higher and Android v. 8.9.0 or higher. If you are unable to access payments on your mobile device, update to the latest version of Invoice2go on the App Store (iPhone and iPad) or Google Play Store (Android). The app version number is found at the bottom of the settings section within the Invoice2go app.

PayPal payments is also accessible from a web browser when you are logged into your Invoice2go account; Google Chrome is recommended for the best payments experience.

Country Availability

See PayPal for country availability for where payments are accepted.

For each PayPal transaction, a fee will be deducted from the amount your customer pays you.

When accepting payments with PayPal, payments fees for the United States start roughly at 2.9% + $0.30 USD per transaction. When accepting PayPal payments from international cards, including American Express, international fees can be as much as at 3.9% + fixed fee which PayPal sets and varies by country. Make sure to read the PayPal fees help article for a complete breakdown of all domestic and international transaction fees. Please note that PayPal collects all payment transaction fees.

If your client happens to pay you through Venmo or PayPal Credit, they will be charged the same rate as PayPal.

If you process a lot through PayPal, you may be eligible for reduced fees. Get in contact with PayPal if this applies to you.

Within your PayPal Business account, you have access to payment history, recent payments and payment details, including each transaction fee. In the notes section for each payment, you can reference the Invoice2go invoice number.

You may disable auto-renew for your subscription at anytime. If you disable automatic billing, your subscription will expire at the end of your current term and you will lose access to any promotional pricing for which you were eligible.

When you disable auto-renew, you opt out of your auto-renew pricing, which means your next renewal price may change based on the current price for your plan.In some cases, the payment may be declined by your bank for a variety of reasons. If this happens, your account will temporarily expire and well notify you via email. We will try to process the payment again to get you back to easy invoicing as soon as possible, or you can manually renew your account anytime at buy.2go.com.

Invoice2go does not offer refunds for any time remaining in your current subscription term after you disable auto-renew or for any prior lapsed subscription terms.

If purchased through buy.2go.com, your subscription is set to automatically renew immediately at the end of the subscription term. At that time, Invoice2go processes a payment using the payment details you originally provided at buy.2go.com.

Follow these steps to disable auto-renew for your subscription:

Web

From your Invoice2go home menu, click onSettings

Under Account, click onPlan Details

Click onUpdate Payment Method

At the bottom of the page, click onDisable auto-renewal

Your account will no longer be set toauto-renew and will expire on the expiration date

follow these steps

iOS

Apple currently handles all purchases and refunds in the iTunes App Store. To cancel or change your Invoice2go subscription on your iOS device, follow these steps within your iTunes account.

Android

If you purchased your subscription through your Android device, the payment is managed through Google Play. In order to cancel or change your subscription, within your Google Play account.

Invoice2go offers a wide range of payment options integrated directly with the app, so that you can easily send an invoice and receive payment in one centralized location. One of the options to accept online payment is by bank-to-bank transfer from your clients. This is called direct transfer in your app.

What is direct transfer?

A direct transfer is a direct way of transferring money between two bank accounts even with different banks through the Automated Clearing House (ACH) network in the U.S. Banks and other institutions may use the terms ACH transfer or ACH payment. They mean the same thing as direct transfer.

Like card payments through Invoice2go, direct transfer payments are processed by Stripe.

What does direct transfer cost?

The following transaction fees apply for direct transfer:

Stripe dashboard

ACH payments are provided with lower fees than card payments. Note that your bank account must first be verified, and then must be authorized to use. Currently, this feature is only available for US customers.

What does this mean for your clients?

Direct transfer allows your clients to either

log into their bank and authorize payments after they follow the link on the invoice to make payments on the Invoice2go payments page; or

use a unique bank account and routing number to pay you from their account payables systems or directly from their banking app.

What does this mean for you?

Stripe will issue a set of unique routing and account numbers to each client you send an invoice to after enabling the feature.

These banking details are unique to each client so that Stripe can identify where the money is coming from and then match it to an invoice you issued. This saves you time reconciling payments manually in your bank account.

What you need to do to get paid through direct transfer

You can accept direct transfers after setting up your Stripe account with your banking and company details. These are necessary so that Stripe can validate your business details, deter fraud and comply with government regulations.

Importantly, providing your banking details allow Stripe to make deposits when payments are received.

If the email address you use to login to Invoice2go is the same one used to register with Stripe, the app will prompt you to connect your Stripe account by signing in to Stripe within the app.

If you have already set up a Stripe account and linked your bank account

If you have already done this, perhaps when setting up for credit card, nothing else needs to be done, you can start accepting direct transfer payments immediately.

The invoices you send after you turn on direct transfer in settings will contain a new unique routing and banking for each of your client.

If you have not set up a Stripe account or linked your bank account

Turn on direct transfer by going to your side navigation bar > Settings > Client Payment Settings > toggle ON the direct transfer option

A Stripe account is automatically created for you when you turn on direct transfer or card payments

Tap the black banner on top of the screen and follow the prompts to complete your set up which includes providing your company details and linking the bank account youd like Stripe to deposit payments into

Your clients can now pay with direct transfer when they click on View Invoice in the email that you send with your invoice.

Is this available to everyone?

Currently, direct transfers will be only available for US customers with US banks.. The Invoice2go feature is progressively being rolled out to our U.S. customers. To find out if you are already enjoying this feature, please contact our support team by reaching us at [email protected].

Partnering with Stripe

Who is Stripe?

Stripe is an online payment processing company. Invoice2gos partnership with Stripe allows our customers to manage their invoicing and receive payments in a centralized location within an integrated app.

Click here to learn more about Stripe.

What can I do with Stripe?

All payment transaction information is available in your Stripe dashboard. From your Stripe account, you can access details like incoming transactions, their associated payment ID number, when they will be deposited into your bank account, card payment history, deposit schedule, and all information related to card and direct transfers within the same page.

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FAQ

What will my customers see when I turn on direct transfer?

By clicking on View invoice in the invoice email, your customers will be able to pay with direct transfer. Your customers can click on the bank tab and will have the option to pay in two ways:

Clicking the blue button will have them log into their bank online to pay

Clicking the green button will allow them to copy their unique account number and routing number to paste into their own accounts payable system or online banking site or app.

How do I manually match a payment to an invoice?

Banner at the top of the invoice list will always let you know if you have payments to be manually matched. Start matching by tapping the banner. Match payments one at a time to clear all payments that need to be matched.

Go to Invoice list

Tap on banner at the top

Select a payment

Select an unpaid invoice

Remaining amount displays the difference between the payment and the invoice amount

Tap on Mark as paid to complete matching

You will be returned to select payment screen

Select another payment to finish matching for all payments

Exit out of select payment if there are no more payments to match

My customer paid two invoices with one payment. How do I manually match the payment to the two invoices?

Select the payment by tapping the banner in the invoice list. Select one of the invoices the payment belongs to. System identifies when payment is over the invoice amount and will let you match the entire payment to the invoice selected or to match payment up to the invoice amount.

iOS:

Select Match remaining amount to another invoice

Android:

Do not check Match remaining amount to invoice

Payment will be matched up to the invoice amount.Tap on Mark as paid to complete matching. You will land on the select payment screen and will see the remaining amount of the payment you did not match. Select the remaining payment amount to match the second invoice and complete matching.

My customer paid a deposit on their invoice or partially paid an invoice. How do I manually match this?

This is very much the same as matching a full payment to an invoice. The deposit or partial payment to be matched appear in the banner in your invoice list. Tap on the banner to enter the matching flow and select the deposit or partial payment. Match to the correct invoice. Because the invoice is not fully paid yet the invoice can still be matched when the customer makes the rest of their payment.

When your customer makes subsequent payments to the invoice, select the payment and the partially paid invoice to complete matching.

My customer made a payment that is greater than what I invoiced them for. How do I match the entire payment to the invoice?

Select the payment by tapping the banner in the invoice list. System identifies when payment is over the invoice amount and will let you match the entire payment to the invoice selected or to match payment up to the invoice amount.

iOS:

Select Match remaining amount to this invoice

Android:

Check Match remaining amount to invoice

Entire payment amount will be matched to the invoice selected. Tap on Mark as paid to complete matching.

My customer says they've paid, but the invoice still says unpaid.

You may need to match payment to an invoice manually. Most of the time, Direct transfer will automatically match payments to an invoice but in the case that payments can not be automatically matched, you can also match the payment to an invoice.

Go to your invoice list and you should see a banner at the top letting you know that you have payments to be matched. Tap on the banner to find the payment and match it to the correct invoice.

How do I know which payment I will need to match to an invoice?

Go to your invoice list and if you have payments to be matched, a banner will appear at the top letting you know how many payments you need to match. Tapping the banner will lead you to the matching flow where you can follow the prompts to select a payment and then an invoice to match the payment to.

Which payments will be automatically matched to an invoice for me?

Pay with bank online

Payments made by customers who log into their bank online will be automatically matched to an invoice.

View direct transfer details

Payments made by customers who used their unique account and routing number will be automatically matched when customer only has one outstanding invoice and payment. In the case that the customer has multiple outstanding invoices, you will need to find the correct invoice to match the payment to.

I accidentally matched the wrong payment to an invoice. How do I match payment to the correct invoice?

Select Invoice that you matched the payment to

Tap Payment

Tap View transaction history

Select payment that you want to undo match for

Tap Undo Match

Go back to invoice list

Tap banner to select payment and follow matching flow again

I received a payment but cannot find the invoice to match it to.

You may need to create an invoice first. Create invoice for the client you received a payment from to see the invoice in the matching flow.

If this is a payment for an estimate, convert the estimate to an invoice. Once the estimate is converted to an invoice, you can find the invoice in the matching flow to match the payment to.

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Refund Support

Refunds for direct transfer payments are initiated through your Stripe dashboard. Log into your Stripe account and select the payment to be refunded.

The refund will show up anywhere between 5-10 business days after the refund is issued. This is wholly dependent on the national ACH network and the clients banks. When you refund an invoice, the fees you paid to process the payments for that invoice is not refunded to you.*

What happens to the invoice when I issue a refund?

Refunds for payments that are matched to an invoice will appear in the transaction history of that invoice. A refund is a credit to the invoice and the invoice will be marked as unpaid.

What happens to refunded payments that are not yet matched to an invoice?

Refund for payments that are not yet matched to an invoice will be remove the payment from the payment list in the matching flow.

*Note: This reflects changes to Stripe's policy that were enacted 9/14/2017. If set up Stripe through your Invoice2go account prior to 9/14/2017, the fees will be refunded in full after charging and then completely refunding a payment, the net cost is zero. Additionally, prior to 9/14/2017, if you had a payment process through Stripe but did not complete underwriting for your account, the payment, including all fees, will be refunded to your client after 21 days.

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Helpful Tips

Download the Stripe app ( Apple App Store, Google Play Store ) or log into your on the web to view all your debit and credit card payment transactions and when your money is expected to be deposited to your bank. *Please note that Invoice2go has no control over how soon your money will be deposited in your account.

Accepting online payments creates new opportunities for potential customers. The added flexibility of how you allow your customers to pay you makes it easier for people to do business with you.

Accepting online payments not only saves you time so youdon'thave to wait for a check in the mail or spend extra time making multiple ATM trips to deposit cash or checks, but it also minimizes the risk of misplacing your funds.

If you have multiple companies and want to separate your invoicing transactions, you can add another company in the app and easily swap between them as needed.

Each new company you add will require a separate login email, account and subscription.

When creating another account, you cannot use an email address already associated with an Invoice2go account. You will need a new email address to create a new account. Once you have added another account, you can switch between companies within the mobile app by tapping on the downward facing arrow next to your company name. Next, select the company you want to access.

iPhone and iPad

Tap on the menu icon on the top left hand side of the screen

Tap on the downward facing arrow

Tap Add account

Tap Create a new account to create a new company. Or, tap on Sign in to an existing account

Android

Tap on the menu icon on the top left hand side of the screen

Tap on the downward facing arrow

Tap Add account

Tap Create a new account to create a new company. Or, tap on Sign in to an existing account

What banks do you accept?

Plaid supports over 3,000 banks.To see if Plaid supports your bank, you can search your bank on the screen Select your bank when linking your bank account.

What are the limits to amount to transfer?

All transactions have a limit of $2,000.

What is Plaid?

Plaid is an authentication software that instantly authenticates accounts for payments through Stripe. Their software verifies users identities to reduce fraud.

Is this payment method secure?

Stripe is certified as a PCI Level 1 Service Provider, meaning it complies fully with industry data security standards and keeps your data fully secure.

What happens if a transaction fails ?

Stripe charges the merchant $4 for every failed transaction

Can I use ACH Direct transfer as a method of payment in Canada?

No, direct transfers are currently only available for US customers, and end clients must have a US bank account to pay.

Why did my end-clients payment fail?

You will know a payment failed when you receive a notification email. Since Invoice2go will not have any information about the failure, we ask that you check with your end-c lient and their bank. There are only two possible fail reasons - insufficient funds, or unable to verify bank.

What is the benefit of using direct transfer as a payment option?

Payment fees are much lower than credit card or PayPal payments.

Can I partially refund an end-client for their payment?

Currently, it is not possible to issue a partial refund on a direct transfer payment.

Where can I see my transaction history and payout schedule?

All payment transaction information is available in your Stripe dashboard, where you can also check your card payment statuses.

Since the direct transfer payment is processed through your bank, and the status is updated through Stripe, the payout time is controlled by these two factors. You can expect to receive to receive your funds between 5-7 business days.This is because of the initial 5 business days to receive acknowledgement from the bank of their success or failure.

If there is a delay, we encourage you to reach out to Stripe to find out more about why your payment may be taking longer.

Because your payments are processed through Stripe, and not Invoice2go, Invoice2godoes notcontrol when your funds are made available. All payment processing and direct deposits are handled exclusively by Stripe. If youdon'tsee your funds in your bank account, please check your Stripe Dashboard to see the current status of your payment.

Paying an Invoice through a direct transfer is easy, and done similarly to how the credit card and PayPal method works. In order to pay you by transferring funds from their bank to yours, your client needs to have a verified bank account.

This page walks you through the process that your end-client goes through when paying your invoice online via direct transfer.

After opening the Invoice from their email, your end-client clicks on View and Pay Invoice

They will be taken to a screen with payment options, depending on what payment methods you have chosen to accept in your settings. To pay through direct transfer, your end-client will click on the Bank tab

They are taken to a screen that allows them to login to their bank account to make the payment

After clicking Continue, they will be taken to a screen where they can select their bank account. Note that Plaid accepts over 300 bank accounts, but if they do not find their bank from the search, they will not be able to make the direct transfer.

They will be prompted to login once selecting their bank, and then will be able to confirm the payment.

If the payment is successful, they will see a success screen.If they are unable to log in or payment is unsuccessful, they will see a payment error screen, and you will be notified by email.

You can choose to disable direct transfers for your entire account, or for individual invoices.

How do I disable the direct transfer option?

On individual Invoices/Estimates, after enabling in Settings:

Open the document you wish to accept ACH payments on

Toggle ON or OFF the ACH payment option

How do I turn off direct transfer for a particular document?

Open the document and scroll down to the payment options

Toggle off ACH direct transfers

How do I turn off direct transfers completely?

Open the side navigation menu

Go to Settings

Select Client Payment Options

Select Direct Transfers, and toggle the option to OFF

Who is Rocket Loans?

Rocket Loans is an Invoice2go partner that offers unsecured personal loans. The Rocket Loans Contractor Program allows you to offer financing to your customers for their home improvement projects. With an established brand name and experience in financing, Rocket Loans makes it simple to turn dream projects into a reality.

What is the Rocket Loans Contractor Program?

The Rocket Loans Contractor Program allows you to offer financing to your customers. This can increase your customers purchasing power, allowing them to say yes to more jobs. With a paperless process, your customers can get financing in a matter of minutes.

How does it work?

To partner with Rocket Loans, fill out a contractor application. Once approved and onboarded into the program, youll be ready to offer financing to your customers. When you send estimates or invoices, your customers will be able to apply and then pay for their projects using their loan.

Why should I use it?

Customers tend to buy more if they can pay flexibly over time. A $7,000 job can become a $15,000 dream project for both you and the customer. You can turn your browsers into real buyers. Not to mention there are no enrollment fees and no cancellation fees.

What does it cost?

Youll pay a small percentage fee, which will be automatically deducted on the amount Rocket Loans sends you with each draw.

Contact the Rocket Loans Sales team for more information on fees. They are typically available during ET business hours (~9am-6pm), you can expect a pickup, otherwise quick responses to voicemails. They can be reached at:855-479-7465

How do I sign up?

You can apply with your personalized link, which can be found in your invitation email.

What will be my customers experience?

Rocket Loans process is simple and completely online for customers. On their own device, customers will apply for a personal loan by providing some basic personal information such as name, address and social security number. They will avoid uploading pay stubs by verifying their income electronically.

Approved customers will be shown a variety of loan offers and can select one that works for them and their budget. Customers will be able to pay for their invoices with their loan.

How long does it take for my customers to apply?

Customers are shown offers in a matter of minutes without affecting their credit score. They can sign their loan documents electronically in just a few minutes more.

How fast are loan approvals?

Approvals can happen right as youre both sitting at the kitchen table. Customers can see loan offers and close their loan in a matter of minutes.

How will I get paid?

When you send an invoice to your customer, they will be able to pay in part or in full with their loan. Once that happens, Rocket Loans will automatically deposit you the payment directly to your bank account net the fee. You could receive your money as soon as the same day.*

If you prefer to continue using your current version of Invoice2go and avoid the changes that come with our updates, you can follow the below steps to turn off the auto update setting across all of your mobile devices.

iPhone and iPad

Open the Settings appon your iPhone or iPad

Scroll down and tap on iTunes & App Store

Under the Automatic Downloads section, turn Off the option for updates

Android

Open thePlay Storeapp on your Android

Tap themenu icon () in the top left corner

Tap onSettings

Tap onAuto-Update Apps

To disable automatic app updates, select Do not auto-update apps

If you are experiencing difficulties with sending your invoice through email, you will want to make sure that the Invoice2go app is set up and correctly linked to the email app on your device.

Enable permissions for your Invoice2go and email app:

Go to your phone Settings

Tap on Apps / Application Manager

Find your Email app (Mail, Gmail, or whichever you prefer using to send invoices)

Tap on Permissions

Toggle On the permissions for everything displayed

Go back and repeat for the Invoice2go app

Set your default email app:

Go to your phone Settings

Tap on Apps / Application Manager

Find your Email app (Mail, Gmail, or whichever you prefer using to send invoices)

Tap on Set As Default

Tap on Clear Defaults

The next time you send an invoice through Invoice2go, it will prompt you for the email app you wish to use. Choose the email you want to use, and it will open that account each time you send an invoice.

Here are a few more helpful tips:

Ensure that the invoice isn't going to a Junk or Spam folder by recommending your clients to add your email address, as well as our server address [email protected], to their recognized senders list

Make sure the client's email address entered accurately, without any typos

Try sending yourself a test invoice by adding your own email address to the Send To field. Are you able to receive the invoice?

Make sure your Invoice2go app and your email app are both fully updated to the latest versions

If you are experiencing difficulties with sending your invoice through email, you will want to make sure that the Invoice2go app is set up and correctly linked to the email app on your device.

To check your app setup and email functionality:

Open your iOS device Settings app

Tap onPasswords and Accounts, and verify that your email account is on the list under Accounts

If it is, tap your email and verify that the Mail switch is On

If it is not, tap Add Account and add your email to the list. Make sure the switch is On

If you have multiple email accounts, check which one is set as your Default Account under Contacts

Next, open the Mail app (not Gmail or Yahoo mail app) on your iOS device

It has a blue background and white envelope:

[email protected]

On the current version of our app, Invoice2go is compatible with the Gmail app, Yahoo Mail app, and more. If you are not using the default iOS Mail app, you should try the steps below for your default email app. If you still experience issues, we recommend you download the Mail app from your iTunes App Store.

Verify that all emails are up to date, and that you are able to receive a test email you send yourself through this app

If you wish to use another email app as your default email, first ensure that your Invoice2go app is fully updated to the latest version, then try the same suggested steps

If you have recently updated to iOS 11, the Apple update has changed some default settings. Because each device's configuration may be different, depending on the model of device you are using, you will want to go through each step to check your device's settings.

Background App Refresh:

Open your iOS device Settings app and scroll to the bottom, where a list of your apps appear

Tap on Invoice2go

Ensure Background App Refresh is enabled

Enable Mail:

Open your iOS device Settings app

Tap Passwords and Accounts

Tap on your default email account under Accounts

Make sure Mail and Contacts are enabled

Here are a few more helpful tips:

Ensure that the invoice isn't going to a Junk or Spam folder by recommending your clients to add your email address, as well as our server address, to their recognized senders list

Make sure the client's email address entered accurately, without any typos

Try sending yourself a test invoice by adding your own email address to the Send To field. Are you able to receive the invoice?

Make sure your Invoice2go app and your email app are both fully updated to the latest versions

If you notice that your Invoice2go app is behaving slower than usual, it may be time to check for available updates for the app. We release new versions frequently, many of which contain bug fixes for the previous version, so it's a good idea to always make sure that your Invoice2go app is fully updated to our latest version.

iOS

To check for updates,

Go to the iTunes App Store on your device

Find the Invoice2go app

If there are any updates, tap Update to download the updated app

Android

To check for updates:

Go to the Google Play Store on your device

Find the Invoice2go app

If there are any updates, tap Update to download the updated app

For steps on how to enable or disable automatic app updates,please see this article.

Clear your app cache:

Go to your device Settings

Find Apps (or Applications/App Manager, depending on your device), then locate the Invoice2go app

Tap on Storage and the buttons for clearing the cache and app data will become available

WebApp

The Invoice2go web app can experience issues when the cached data on your browser becomes too large. To ensure that this doesn't happen, we recommend that you:

Use the most updated version of Google Chrome

Ensure that your internet browser is up to date

Clear your cache and cookies on a weekly basis

Connectivity issues can occur if your device is not receiving the strong internet connection required to run the Invoice2go app smoothly. Some issues that arise from a weak connection include:

trouble syncing information

pending documents

a spinning, loading circle when attempting to access different screens

All Devices

Pending Invoices

When an invoice is flagged as "pending, this means it is currently saved only on your device, and has not yet been saved to our servers. This usually occurs due to internet connection issues at the time the invoice was created. You can usually solve this issue by ensuring that you are on a strong internet connection, opening the invoice, tapping Edit, then tapping Save.

Because the Invoice2go program is cloud based, you do need a strong internet connection at all times to allow the app to sync. If you are like most of us, you might leave your device on all the time; this can cause data connection decline. We recommend that you power down your phone and power back up (turn it off and on) on a regular basis to establish a new internet connection.

If your documents are still pending after these steps, here is a workaround to save your invoice and remove the pending one:

Open the pending invoice

Tap on thebutton in the lower right corner

SelectCopy to

Copy the invoice to another invoice and tapCopy

Once saved you'll see two copies of this invoice, the original pending document, and a new one that should be saved

You can then swipe left on the pending invoice to delete it from your app

Missing Invoices

We have seen that in some accounts, the document logo settings can cause issues with syncing on multiple devices. If you have a logo uploaded to your invoices, and are experiencing syncing issues, one suggestion that may work to resolve these issues is to go into your Invoice2go settings and ensuring that the alignment and size options are checked.

Login to your Invoice2go account from a computer, at invoice2go.com

Open your Invoice2go Settings from the left side menu

Go to Customize Invoice > Options

Click on Logo

Click on Position

Make sure that options in both Alignment and Size are selected (green check mark next to the option)

Click Save Design

This is just a suggested tip, so while it's not guaranteed to work, often this does solve some logo corruption issues and should improve your future document syncing experience.

iOS

One recommended troubleshooting tip to reduce connectivity issues for your iOS device is to ensure that your location services are enabled for the Invoice2go app. Enabling location services allows your app to continuously sync to our servers, ensuring the best app experience.

To enable your location services,

Go to your iOS device settings

Tap on Privacy

Tap on Location Settings

Ensure that Invoice2go is set to ALWAYS

Additional steps to check that your Invoice2go app is perform at its optimum are to:

Make sure your device is on a strong internet connection when using the app

Occasionally power off your device and power it back on to refresh internet connectivity

Android

On Android devices, your app cache can be cleared, which can also improve the performance of your app experience. App cache stored over time can sometimes cause crashing and lag issues.

To clear your app cache:

Go to your Android device Settings menu

Find Applications/App Manager

Locate the Invoice2go app

Tap on Storageand the buttons for clearing the cache and app data will become available

Updated May 25, 2018

What is the GDPR?

The General Data Protection Regulation is Europes new transformative data protection law which regulates the collection, use, transfer and storage for EU individuals. The new regulations are effectively a harmonization of previous data protection laws across the European Union and are designed to provide stronger control of personal data as well as rights transparency over how your data is used. The GDPR came into force as of the 25th of May, 2018.

The GDPR specifically applies to customer data which contains personal identifying information. Examples of personal data under the GDPR includes names, ID numbers, locations and online identifiers, such as Internet Protocol (IP) numbers, cookies and addresses.

Whilst the GDPR relates to customers in the EU, any company that does business with EU residents will be subject to GDPR.

Four core changes the GDPR introduces

Companies must have a valid reason (a lawful basis) for why they ask for personal data and must have your consent to collect the data.

You have more control over the data that is collected on you. For example, you have the right to know why your data is being collected, how it is being used and the length of time your data will be stored.

Companies collecting your data are required to keep personal data secure, to have processes in place for handling personal data and for reporting data breaches.

You must have access to information on the purpose of how your data is used and stored. (This information is available in Invoice2go's Privacy Notice ). If you are located in the EU, you must be provided with a data processing agreement from a company collecting your data. Invoice2go will be sharing a pre-signed agreement with our EU customers on May 25th, 2018.

Changes to our Privacy Notice

Our Privacy Notice has been updated to ensure that it meets the new requirements for data privacy and explains in clear language what information we collect, how we use it, and the choices and controls you have in regards to this. You are able to review our Privacy Notice here on the Invoice2go website.

Invoice2go and GDPR

Invoice2go has updated our data handling procedures as well as data policies including our Privacy Notice in line with GRPR guidelines. We strongly encourage you to read through our updated Privacy Notice for more information onyour personal data.

How does the GDPR change my data protection rights?

The GPDR significantly enhances your rightto:

View what personal details are being stored about you

Update, correct and export your data

Request your data be deleted under the 'right to be forgotten' regulations

Provide consent for businesses to collect data

Withdraw consent at any time to use of your data

What is Invoice2go doing to protect my personal data?

Invoice2go is committed to:

Ensuring we have appropriate security measures in place to protect your personal data

Ensuring we only request and process data that is necessary to provide our service

Ensuring we are transparent abouthow we use your data

Ensuring data storage limitations so that your data is deleted when it is no longer needed.

Further details of our commitments to processing your data can be found in our Privacy Notice and in our Data Processing Agreement. Please reach out to our Support team if you have any questions regarding this.

FAQs

Why is my data being collected and how do you use my data?

We collect and use your personal data to do carry out some of the following activities:

To provide you with access to our products and services, including access to specific app features and functionality

To diagnose or fix technical issues and deliver customer service

To control unauthorized use or abuse of the Service and our other products and services, or otherwise detect, investigate or prevent activities that may violate our policies or be illegal;

To analyze usage trends - such as product feature usage - which allow us to improve the service and product we provide you

To communicate directly with you. Examples we might communicate with you are to send you notification of an invoice being paid or overdue, or emails regarding a new product feature that is being rolled out in our app.

A full list of the ways we use your data can be found in section 3, "How we use the information we collect" in our Privacy Notice.

Are you changing who you share my data with?

No. The new data regulations have been introduced to provide customers with more clarity around how their data is used, and ensure that companies are appropriately collecting, using and storing your data. We have updated our Privacy Notice to meet these requirements. We will shortly be sharing a link in our Data Processing Agreement and on our website with a list of all companies that process your data. Any company that processes data on Invoice2go's behalf is required to sign a Data Processing Agreement with us to ensure they uphold the same standards we provide to you.

What kind of security measures to you use to protect my data?

We have a number of security measures in place to ensure your data is securely stored. Examples include:

Access Control -Controls to specify authorized individuals permitted to access personal data and the use ofvideo surveillance and alarm devices with reference to access areas

System Access Control - All systems processing personal data are password protected and provides dedicated user IDs for authentication. We alsolog all access to systems and review those logs for security incidents.

Data Access Control - Werestricted access to files and programs based on a "need-to-know-basis and have controls in place to prevent use of unauthorized software. We also have processes in place for the safe and permanent destruction of data that are no longer required.

Organizational Requirements - We obtain commitment from ouremployees to maintain confidentiality and provide guidelines ondata privacy and data security andmanagement of security incidents.

Is my data or my customer's data being shared with online advertisers?

Whilst third party ad networks, social media companies, and other third party services are able to collect information about your browsing behavior through cookies, social plug-ins, or other tracking technology,Invoice2go will not share information about your business or your clients with online advertisers or third party tracking services. You are able to "opt out" thecollection of any information (including browsing data) through cookies or other tracking technology by managing the settings on your browser or mobile device.

To learn more about cookies and related technologies and how you can opt-out of some of this tracking, you may wish to visit http://www.allaboutcookies.org or the Network Advertising Initiatives online resources, at http://www.networkadvertising.org.

Does the GDPR require personal data to be stored in a specific location?

The GDPR does not place restrictions on the location or transfers of personal data. More information about how we store, process and transfer your data can be found in our Privacy Notice in Section 7 - How we store and protect our information.

Have more questions?

Feel free to submit a Support request and our Customer Support team would be happy to help with any questions you might have.

Submit a request

If you are a new user to Invoice2go, thank you, and welcome to the Invoice2go family!

On version 10.32 and up, you will encounter this screen during your account creation process:

here

These invoice options allow you to control what type of payments you can accept from your clients. If you would like to be able to accept card and/or PayPal payments on your invoices, keep these options toggled On. You will then receive an email notifying you of the verification process that you'll need to complete before you will start receiving any payouts made on your invoices.

Note that this change will be effective April 17. 2018. If you have any questions about how the payments process works, please feel free to visit the Payments section in our help center .

Support for Invoice2go Desktop has now officially ended as of October 31, 2017. This version of Invoice2go has been replaced by a new cloud-based product, which allows you to create and send invoices on the go, from your smartphone, tablet or computer.

Will I be able to continue to use Invoice2go Desktop?

Yes, you can continue to use Invoice2go Desktop. You will no longer be charged a subscription fee and will no longer be prompted to input an Activation Key each year.

However, as of October 31st, 2017, Invoice2go will no longer be offering support for this product. The product will remain in its current form and no fixes, updates, or online technical assistance will be available.

Our support team will not be able to assist you with any type of troubleshooting.

What does this mean?

Invoice2go Desktop will continue to work for the time being. However, external changes such as updates to your computers operating system may cause it to break and result in loss of data in the future.

If your computer breaks or you upgrade to a new one, you will not be able to use Invoice2go Desktop on your new computer. You will not be able transfer your software or historical data to a different computer.

What should I do?

Its important to be aware of the risks associated with continued use of Invoice2go Desktop.

If you choose to continue using the product, ensure you are backing up your data on a weekly basis. That way, you will be able to access your invoice history and most important data. We suggest housing this in the Cloud, so that in the instance that your computer does break, you will still be able to access it.

Additionally, to further protect your Invoice2go Desktop software, consider using a backup software that regularly backs up your entire computer; however, please note that there is no guarantee that your information and/or software will be fully recoverable in the event of an issue.

If you would rather move onto our new cloud-based app, our support team can help get you set up with a new account. Please note that the new app will not contain any of your Invoice2go Desktop data and we will not be able to migrate it into our new product. If you would like access to your historical information, you would need to either manually re-enter this information into the new app, or reference a copy of your historical information offline.

How do I backup my data from Invoice2go Desktop?

Its best practice to backup your data at least once per week. To back up from Invoice2go Desktop follow these instructions:

Export your customers and products lists:

In the tools menu, click the Company tab

Click Open Lookup List

Click Customers (click Products when exporting product list)

Click Export

Save file to a location

Repeat for product list

Backup your company:

Click File

Click Backup & Restore Wizard (F10 shortcut)

Click Take a backup of my file

Click Backup

Choose the backup location

Save the backup (downloading times may vary depending on size of file)

Repeat backup for each company (each company needs its own separate backup file)

How do I update to the cloud-based app?

Our customer support team is ready to help you get set up on the new Invoice2go cloud-based app. Your data from Invoice2go Desktop will not be available in the new app, so we recommend taking a backup of all of your Invoice2go Desktop data in case you need it. You can either manually copy this across to the new app, or simply keep it as a reference guide.

We understand that it may take some time to familiarize yourself with the new app so were offering you a complimentary 1 year subscription to either our Pro or Enterprise plan if you update by June 1, 2018. Please note that your account will renew at full price following your complimentary first year subscription. To view a list of all plan types and prices, click here.

Please, contact support when you are ready to update or if you have any questions.

Apples iOS 10.3 update (release date TBD) could result in you losing your Invoice2go data if you do not back up your Invoice2go app. If something goes wrong during the iOS 10.3 updateand you have not correctly backed up your Invoice2go app, Invoice2go will not be able to restore lost data.

How to backupyour Invoice2go app

Connect your device to a Wi-Fi network

From side menu, pull down on the screen to perform a hard sync

Go to your Invoice2goSettings

Under the Database section, tap onBackup

Tap onEmail

Email backup

Additionally, Apple suggests that you back up all of the remaining data you have stored on your iPhone / iPad.Please note that backing up your iPhone / iPad with iCloud or iTunes will not back up any Invoice2go data stored on your phone. You must follow the steps listed above to correctly back up your Invoice2go app.

How to backup your iPhone / iPad with iCloud

Connect your device to a Wi-Fi network

Go to your deviceSettings

TapiCloud

TapBackup

Toggle on iCloudBackup

TapOKto start iCloud Backup

Stay connected to your Wi-Fi network until theiCloud Backup completes

Make sure that the backup finished

Tap Settings > iCloud > Storage > Manage Storage

Select your device

The backup should appear in the details with the time and backup size

How to backup your iPhone / iPad with iTunes

OpeniTunes

Connect your device to your computer

Select your iPhone, iPad, or iPod when it appears in iTunes

Select your save preferences:

If you want to save Health and Activity data from your iOS device or Apple Watch, you need to encrypt your backup: Select the box called Encrypt [device] backup and create a memorable password.

If youdon'tneed to save your Health and Activity data, you can make a backup thatisn'tencrypted.

Click onBack Up Now

Updated June 12, 2018

At Invoice2go, we are constantly evolving our business and product offering to deliver the best possible experience for our users. To ensure our legal terms keep pace with best practices and stay aligned with our latest product and features, we are updating our Terms of Service and Privacy Policy.

Summary of key changes:

Privacy Policy:We reorganized and simplified the Privacy Policy to make it easier to understand how we use and disclose your data.

Terms of Service - Submitting Financial Information:We've added a lending clause which explains that our customers and end clients may have the opportunity to accept lending. It also notes that Invoice2go is not the lender, and that the relationship will specifically be between the lender (BestEgg or Square) and the merchant or end client. Accepting payments through Stripe is a way for customers to receive card payments for the invoices they generate through Invoice2go. If the customer chooses to utilize this option, the financial information submitted (e.g., tax ID and bank account number)will only be allowed in the specific data fields designated within Invoice2go, to protect customer privacy. The updated language makes this clear.

Terms of Service - Avoid Submitting Certain Sensitive Data:There are other kinds of sensitive informationhealth information, social security numbers and drivers license numbers, for examplethat Invoice2go will never seek to collect from our users. We have added clear rules that tell users never to upload these kinds of sensitive information to the Invoice2go product.

This summary is meant to help you review and understand whats changed in our Terms of Service and Privacy Policy. However, we also recommend you read the full documents, since their terms apply to you whenever you use the Invoice2go product.

Still have questions?

If you have further questions about these changes, please reach out to our customer service team.

What if I do not agree to the changes?

If you do not agree to our new Terms of Service or Privacy Policy, you may continue to use your account for now, but eventually will have to accept the terms in order to continue using your account. If you still don't wish to accept, contact customer support to close your account.

We have created a lot of great articles to help you get started and find answers to all your Invoice2go questions.

From Invoice2go basics like setting up your invoice templates and emailing your clients to enabling more powerful features like tax settings and accepting payments, the Invoice2go Support Center offers you a wealth of information.

Here are list of frequently viewed articlesto help startyour search:

Converting an Estimate to an Invoice

Refund Payments from Customers

Edit Tax Settings

Change Email Address Used to Send Invoice

Create Receipts to Track Expenses

Preview an Invoice

Accept Debit and Credit Card Payments

When Will My Money Be Deposited into My Bank Account

If you are still unable to find what you are looking for, feel free to submit a Support request and our Customer Support team would be happy to help with any question you might have.

We receive a lot of incredibly valuable feedback from every type of small business, from every corner of the globe. While we do read and value every piece of feedback, we have to say no to a lot more than wed like to.

We want to be transparent about how we handle your suggestions, how we make decisions about what features to work on, and which ones we dont.

How to Submit Feature Requests

Everyone is invited to submit feature requests and suggestions. You can share your ideas with our support team by clicking Submit a request at the bottom of the pageand submitting a ticket. On social media, message our Facebook page, or Tweet us @Invoice2go.

We love this type of feedback. It helps us better understand exactly what you need to make your day to day as efficient as possible.

How Feature Requests are Prioritized

Popularity of ideas, while important, is not the only factor that influences what goes in, and what doesnt.

Great ideas come from a number of places, and for each one we receive, we ask ourselves a series of questions, including but not limited to: Will it benefit everyone? Does it fit with our long term vision? Can we do it well with the resources we have?

How to Track a Feature Request

While we want to be as open as possible about features we are working on, wedon'tpublish exact timeframes or long term product roadmap.

You can track the progress of new features by following the Invoice2go blog, where well periodically post updates on whats new at Invoice2go, and which feature requests weve put into action. You can also follow us on Facebook, or Twitter.

While Invoice2go currently doesn't have a specific tool to create packing slips, we are gathering feedback around the addition of a packing slip option in the future. In the meantime, what you can do is change the label for a Credit Memo (or any document type) and rename it to Packing Slip.

We are considering the addition of a packing slip option in the future. In the meantime, what you can do is change the label for Purchase Order (or any document type) and rename it to Packing Slip.

To do this please take the following steps:

iOS and Android

Tap the icon at the top left to open the side navigation menu

Go toSettings

ChooseCustomize Invoice Options

ChooseGeneral

ChooseCustom Labels

Find theDocument Headingslist, and from the drop down menu, choosePurchase Order

Edit this and change it to say 'Packing Slip" (or "Delivery Document," "Material Handling Receipt," "Delivery Docket," or whichever you prefer)

Savethe design

Web

Click on to open the left side menu

Click on Settings

Under Customize invoice, click on Options

Open the Labels drop down menu

Find theDocument Headingslist, and from the drop down menu, choosePurchase Order

Edit this and change it to say 'Packing Slip" (or "Delivery Document," "Material Handling Receipt," "Delivery Docket," or whichever you prefer)

Savethe design

When you make the change to the label in Settings, all future Purchase Orders will reflect the Packing Slip label. Next, go to the invoice that is associated with the purchase and make a copy as a purchase order. To do this:

iOS and Android

Open the Invoice

On the blue action bar, tap More...

SelectCopy

ChoosePurchase Order

If you do not wish to include the prices in the packing slip, you'll want to click on each item, delete the $ amount and save the item

Once the items amounts have been zeroed, choseSave and Close

Web

Open the Invoice

Click on the three dots ... button at the top right

Choose Copy

ChoosePurchase Order

If you do not wish to include the prices in the packing slip, you'll want to click on each item, delete the $ amount and save the item

Once the items amounts have been zeroed, choseSave and Close

Now you will have a new purchase order with all of the information from the invoice. If you preview it, it will say Packing Slip. Taking these steps will remove any dollar amounts so you have a clean document you can use as a Packing Slip for shipping.

With Invoice2go, you can keep track of the taxes used on items and invoices, so that youstay organized as you go.

Tax settings are applied automatically based on your set country, but you can make changes by going into your settings and editing your tax rates.

After taxes have been set up at the account level, taxes can be toggled on and off at the invoice level.

When creating an invoice, you can apply the taxesyou'veset up at the item level, which then will be incorporated in the invoice subtotal amount. The invoice subtotal tax amount is a sum of the taxes applied to your items. If you wish to edit the invoice subtotal tax amount, edit the tax rates applied to your related items.

Scroll down to read step-by-step how to add and edit your taxes.

Editing Taxes

iPhone and iPad

On the Account level:

From the side navigation menu, tap on Settings

Tap on Companyinformation

Under the Currency and tax section, tap on Tax

Tap on Add tax

Edit Tax label (e.g. Tax, VAT, GST, etc.)

Tap on Rates and specify standard tax rate, and add any additional tax rates

Tap on Tax type and select whether tax is Exclusiveor Inclusive

Tap on Accumulative of and select which tax rate to apply and the amount of primary and/or secondary tax (accumulative taxes are able to be applied on top of one another)

Select whether to automatically Apply tax to all items

Tap the back arrow in the top left corner

Select whether to apply Withholding tax(a withholding tax is aportion of tax that will be deducted from your invoice, usually paid to the government or a third party)

On the Invoice level:

Go to your invoice and tap onEdit

Scroll down to the subtotal and tap onTax (or VAT/GST/etc)

Indicate whether the tax isExclusive(tax not included in cost of goods / services) orInclusive(tax included in cost of goods / services)

Specify theRateor add new rates

TapSavein the top right

Android

On the Account level:

From the side navigation menu, tap on Settings

Tap on Companyinformation

Under the Currency and Tax section, tap on Tax

Tap on Add tax

Edit Tax label (e.g. Tax, VAT, GST, etc.)

Tap on Rates and specify standard tax rate, and add any additional tax rates

Tap on Tax type and select whether tax is Exclusive or Inclusive

Tap on Accumulative of and select which tax rate to apply and the amount of primary and/or secondary tax (accumulative taxes are able to be applied on top of one another)

Select whether to automatically Apply tax to all items

Tap the back arrow in the top left corner

Select whether to apply Withholding tax(a withholding tax is aportion of tax that will be deducted from your invoice, usually paid to the government or a third party)

On the Invoice level:

Go to your invoice and tap on Edit

Scroll to the bottom and tap on Tax

Indicate whether the tax is Exclusive(tax not included in cost of goods / services) orInclusive (tax included in cost of goods / services)

Specify the Rate or add new rates

Tap Save in the top right

Web

From the side navigation menu, click on Settings

Click onCompanyinformation

Click on Add Tax

Edit Tax label (e.g. Tax, VAT, GST, etc.)

Click on Rates and specify standard tax rate, and add any additional tax rates

Click on Tax type and select whether tax is Exclusive (tax not included in cost of goods / services) or Inclusive (tax included in cost of goods / services)

Select whether to automatically Apply tax to all items

Click the back arrow in the top left corner

Select whether to enable Withholding Tax(a withholding tax is aportion of tax that will be deducted from your invoice, usually paid to the government or a third party)

Click Save at the top right

Reporting Taxes

Gathering your information is half the battle when it comes to tax time, and Invoice2go makes it easy by bringing all your business reports together in one place. The Tax report helps give you an overall look at your tax totals monthly or quarterly within a given year. Easily view past invoices by month, quarter or year, and see which have been paid and which are still outstanding. With just a few taps, you can print your taxes, or send them straight to your email.

The Tax report helps give you an overall look at your tax totals monthly or quarterly within a given year. By looking at the numbers for the past two years, notice when you are earning the most, and least, revenue. Think about when it makes most sense to stick to basic expenses or to invest in new equipment or new advertising campaigns. You can also be smart about when to stash cash to help cover expenses during the slower months.

To view and sort your Tax Report,

From the side navigation menu, go to Reports

From the Reports List dropdown, select Taxes

You can then choose the tax year(s) and view (monthly or quarterly), and sort your columns to view taxes that have been applied to your documents.

To export yourself a copy of the report, either tap on the download arrow (mobile) or click Export (web) at the top right of the report, and choose whether to send yourself a CSV or PDF file of the report.

Whether youre preparing your taxes yourself or getting help from an accountant, having everything in one easy place makes your job a whole lot easier. And by taking advantage of these simple features to stay organized as you work throughout the year, youll cut out a lot of the stress and headaches that come with tax time.

Helpful Tips

Any changes made to taxes will be applied to future invoices only; historical invoices will not be affected.

Any products with specific tax rates set will not be updated.

When you run a business, there are certain services or items that you sell that might be tax eligible and paid by the customer and that money is owed to the government. Depending on where your company is located, the government may impose certain taxes at a specified rate. Invoice2go offers tax options so that you can tax your customers on the products or services that you sell. Make sure you confirm with your local government or municipality to ensure what taxes you need to incorporate into your invoices.

Invoice2go supports over 45default currencies. Your currency settings are set automatically based on your country setting. You can manually adjust your currency setting to one of Invoice2go default currencies.

Each account can only support one currency at a time. If you invoice internationally and need to manage multiple currencies, please sign up for another account. Once registered, you can add this second company to your account and easily switch back forth between the multiple companies.

Please note that once you change your currency, all future documents you create and all related account information will use the selectedcurrency.Ifyou have invoices in multiple currencies, only the active currency that you have set in your account will reflect in your report totals.

iOS and Android

From the side-navigation menu, tap onSettings

Under the Company section, clickonCompany information

Under the Currency section,clickon the currency drop down arrow

Select desired currency

Tap onConfirm changeto change your currency

Web

From the side-navigation menu, click onSettings

Under the Company section, tap onCompany information

Under the Currency and tax section, tap onCurrency

Select desired currency

Click onOKto change your currency

Invoice2go offers multiple tax options so that you can tax your customers on the products or services that you sell. This article explains the basic tax components of an invoice and how tax is calculated.

Invoice Header

Document name:This can be modified in Settings to reflect the legal standards of your region.

Space to include licence information:Such as your Tax or VAT registration number.

Invoice Body

Tax column:Switch this on or off in Settings depending on if you need it to appear on your invoice.

Amount:Equals quantity x rate.

Tax column:Shows the percentage of tax applied per item.

Invoice Footer (tax exclusive example)

Tax exclusive or tax inclusive:Set this per invoice or at an account level in Settings.

Subtotal:Equals the sum of the Amount column.

Tax:Calculated as a percentage of the Subtotal. This is the total tax being applied.

Total:In this example Tax is set to exclusive so the Total equals the sum of the Subtotal and Tax.

Balance due:Equals Total minus any amount that has been paid.

Invoice Footer (tax inclusive example)

Tax exclusive or tax inclusive:Set this per invoice or at an account level in Settings.

Subtotal:Equals the sum of the Amount column.

Tax:Calculated as a percentage of the Subtotal. This is the total tax being applied.

Total:In this example Tax is already included in the price so Tax is calculated by dividing the Subtotal by 11.

Balance due:Equals Total minus any amount that has been paid.

Create a company logo using our simple logo creator to personalize your invoice templates and align them with your company brand. You can choose from our set of pre-designed logos, or upload your own custom logo. Having a logo on your invoices will help your customers more easily identify your business.

iOS and Android

Go to Settings

Tap on Customize Invoice

Tap on Design

Tap on Logo

You will see the options to upload a customlogo, or design a logo

To upload your custom logo: tap on Add logo

Choose from your photo gallery, or take a new photo

Select the photo to add

Adjust the Size and Alignment

Choose if you wish to hide your company name on the template

To design a logo: tap on design a logo

Choose from one of our pre-designed logos that fit themes from a variety of different businesses

Tap Confirm

Adjust the Size and Alignment

Choose if you wish to hide your company name on the template

Tap on Save

Web

Go to Settings

Click on Customize Invoice Design

Click on Logo

You can either upload a customlogo, or design a logo

To upload your custom logo: tap on the box with a + symbol to upload an image from your computer

Choose the photo you wish to use

Click on the Position tab, where you can adjust the Alignment and Size of the image

To design a logo: under the Logo tab, scroll and choose from one of our many pre-designed logos

Click on thePosition tab, where you can adjust the Alignment and Size of the image

You can also click on None to remove any logo added

When you are done, click Save Design

Invoice2go allows you to choose from a smart set of background watermarks to add to your invoices. After you select your desired watermark, it will show up on each invoice, estimate and document you create.

Heres how to update your custom watermark:

iOS and Android

From the side navigation menu, tap on Settings

Tap on Customize Invoice

Tap onDesign

In the options at the bottom of the screen, tap on the Watermarksection

Selectwatermark from watermark options

Web

From the side navigation menu, click on Settings

Under the Customize invoice section, click onDesign

Click on the Footerdrop-down section

Selectwatermark from watermark options

Click Save designin the top right corner

For Unlimited Plan users, the feature to send out a receipt to your client for paying an invoice is now available in the Invoice2go app.

upgrade your plan

If you are on a lower plan, you will see the Payment Receipts option, but will receive a prompt to in order to use this feature. However, keep in mind that on any plan, a receipt will be automatically sent out to clients who pay an invoice online by PayPal or by card.

Send a receipt directly from your Invoice

You can see the option to send a receipton any invoice you have marked as paid. When you open any invoice and record a payment for the first time, the option to send your client a receipt will appear on the screen. You may then preview and send the receipt. You may also send a receipt for each separate transaction, or a receipt for the fully paid invoice displaying all transaction history for that invoice.

Send a receipt directly from your Invoices list

When you go to your Unpaid Invoices list and use quick actions to mark an invoice as paid (slide the invoice to the right for iOS, left for Android), you will see the option to preview and send a receipt.

Turn on receipts in Settings

You can also turn on the option in your app Settings. To do so:

Go toSettings in the left side menu

Go toClient communication

The option to turn onPayment receiptswill be at the bottom of this screen

Helpful Tips

Make sure you have the client's Name and Email Addressed filled out in order for the receipt to send successfully.

Receipts will not send if you are bulk marking invoices as paid.

Your customers can pay your invoices with Apple Pay when using Safari on their iPhone, iPad, MacBook or iMac. There is no setup needed from within Invoice2go to show Apple Pay on your invoices. If your customers meet the following device and operating system requirements, the Apple Pay option will appear on your invoices.

In order to pay with Apple Pay, your customers will need to be operating as least iOS 10 for mobile or MacOS Sierra on their Mac, both operating systems available starting September 13th, 2016.

Stripe processes Apple Pay payments with no additional fees added to standard transactions fees.

Apple Pay is accepted in the following countries:

Australia

Canada

United Kingdom

United States

France

This feature is currently not available in the US.

For each Invoice2go payment transaction, a fee will be deducted from the amount your customer pays you.Card transaction fees differaccording tothe plan youre currently subscribed to and the card type used by your customers.

Payments fees for the United States start at 2.9% + 30 per transaction paid with a debit or credit card. When accepting payments from international cards, including American Express, a 1% fee is applied per transaction.*

For example, if you are an Unlimited user and you receive $100 card payment from your customer, you would pay $3.20 ($100 - ($100*2.9%) - $0.30 = $96.80) for processing, and Stripe would deposit the remaining $96.80 to your bank.

Because Stripe processes all Invoice2go payments, Stripe collects payment transaction fees. Check your Stripe Dashboard and Stripe's Help Pages to see more on payments fees collected by Stripe.

*Note if you signed up with Stripe before 9/14/2017, this international fee does not apply.

Card transaction fees differaccording tothe plan youre currently subscribed to and the card type used by your customers.

here

How does it work?

When your customers pay your invoices onlineby clicking on the payment button on the invoice, the transaction fee will be deducted from their total amount paid.

In order to get lower fees, you can upgrade to a higher plan. The higher the amount you get paid with debit or credit cards, the more significant the lower fees will be for you.

Check out the plans, including premium features each plan has to offer.

Once you receive a debit or credit card payment from your customer, Stripe will begin processing your funds. Check the table below for estimated processing times, and log in to your Stripe Dashboard to find the exact dates and time when funds should be available.

The first debit or credit card transaction you receive will take at least 7 business days to transfer. This holding period is necessary for complying with anti-money laundering regulations and to reduce the risk of fraud. After your first payment has been processed, Stripe will then process all subsequent payments within 2-7 business days (see table below).

Because your card payments are processed through Stripe, and not Invoice2go, Invoice2go does not control when your funds are made available. All payment processing and direct deposits are handled exclusively by Stripe. If youdon'tsee your funds in your bank account, please check your Stripe Dashboard to see the current status of your payment.

All Invoice2go payments are processed by Stripe in UTC time, which means that the processed date may not be the same as the date on which a charge is made in your local timezone. After the payment has been verified by Stripe, your funds will get sent to your bank. Most banks will post funds on the same day as they are received. Depending upon weekend or holiday schedules, your bank may take an additional 2 to 3 business days to post your funds to your bank account.

Stripe Dashboard

*Note that transfer schedules are set by Stripe

Helpful Tips

The exact timing of your first transfer may also vary depending on different factors. If you have not received your funds 7 days after your first payment, check your Stripe account and verify that your bank account information has been entered correctly. If your bank information is correct and you are still not seeing your funds, please see Stripe help for a full list of possible transfer failures.

If your bank account is not able to receive a transfer, your bank will return the funds to Stripe. Banks can take up to 5 business days to inform Stripe about transfers that did not go through, at which time you will receive an email and be notified in your about the issue.

You cannot receive your funds until you have linked your bank account to Invoice2go payments.

If you do not link your bank account to Invoice2go payments within 21 days of receiving your first payment, Stripe will automatically refund your customer their payment.

After you enable the option to accept debit and credit card payments, each invoice you send will include a View Payment Options button on it which will take your customer to an online payment form where they can pay. Your customers can pay with any debit card or with a major credit credit. Additionally, if your customers have Apple Pay setup and meet the device and operating system requirement, the Apple Pay option will appear on your invoices.

If you are accepting PayPal payments, the option to pay with PayPal will be included in the online payment form.

Turn it on your invoices include a View Invoice Summary button for customers who want to pay online

Your customer pays your customers click on the View Payment Options button to make a secure payment. A transaction fee is subtracted from each total amount paid.

Receive your payout when your money is ready, well send you an email. Payments typically take 1-2 business days to reach your bank account.

Helpful Tips

Email yourself an invoice to better understand how the experience works for your customers. You can test it out by paying your own invoice. The first transfer always takes 7 days, so this will help you clear the initial hurdle. You can always refund yourself later.

You can issue card payment refunds at anytime. Depending on your customers bank, the refund will show up anywhere between 5-10 business days after the refund is issued. When you refund a charge, the fees you paid to process the charge cannot be returned.*

See this help article to read about the fees in your country.

iOS and Android

Open the invoice from your Paid invoices folder

If the invoice was fully paid, tap on ...Moreon the blue action bar

If the invoice was partially paid, tap Payment

Tap onView transaction history

From the payment history, tap thecardpayment that you wish to refund

Tap Refund

SelectYes to confirm

Web

Open the invoice the payment was made on by going to your Paid invoices folder

On the right side of the screen, under the balance, on View Transaction History

Find the payment you wish to refund. Click on the carrot arrow to the right of the payment, and choose Delete payment

ClickYes when prompted to confirm the refund

Helpful Tips

If your customer paid by card, do not give them a cash refund this is a common fraud scenario.

Refunds may appear in the form of a reversal.In the case of a reversal, the original payment will drop off of your customer's bank statement, and a separate credit is not issued.

Refunds can't be cancelled. If you'd like to charge your customer for the amount that you have refunded, you can create a new charge for your customer.

*Note: This reflects changes to Stripe's policy that were enacted 9/14/2017. If set up Stripe through your Invoice2go account prior to 9/14/2017, the fees will be refunded in full after charging and then completely refunding a payment, the net cost is zero. Additionally, prior to 9/14/2017, if you had a payment process through Stripe but did not complete underwriting for your account, the payment, including all fees, will be refunded to your client after 21 days.

Invoice2go allows you to accept international payments when you have enabled the option to Accept Debit and Credit Card.

Accepting International Cards

For each card payment you receive, a fee will be deducted from the amount your customer pays you. Online card payments fees for the United Statesstart at 2.9% + 30 per transaction paid with a debit or credit card. When accepting payments from international cards, including American Express, international fees are higher, except if you are on the Unlimited Plan.

Your customers can pay you with a Visa or MasterCard, regardless of the country in which their card was issued. Your customers might face a surcharge from their financial institution for making a foreign purchase; check with your bank for more details.

Getting Paid in Multiple Currencies

The currency in which you send your invoice will be the same currency your customer sees when paying your invoices.

It is possible to get paid in more than one currency, but Invoice2go is not yet optimized for this scenario and the data may not be processed correctly. If you need to get paid in multiple currencies (e.g. U.S. Dollars and BritishPounds), we recommend creating multiple Invoice2go accounts to keep your data consistent.

After you receive your first payment, you must link your bank account to Stripe within 7 days of receiving your first payment or your account will be disabled and you will no longer be able to accept future payments.

Stripe disables payments accounts that have linked their bank account to help prevent fraud.

Stripe requires your bank information to validate your business and comply with government regulations. If you have a PayPal business account with a bank account, you may provide this as your bank.

Once you link your bank account with Stripe and complete the activation process, your account will be reactivated and you will be able to resume accepting payments online.

iOS and Android

Go to Settings

Tap on Client Payment options

Tap on Accept card payments

Toggle on the option to accept Credit and debit card payments

From the Set up direct deposit page, tap on Link my bank account

If your account email you used to sign up for Invoice2go is already registered with a Stripe account, then sign into Stripe with your Stripe login credentials to link your bank account

Enter your company information and bank details on the Stripe account registration form

If youdon'thave a website, leave the placeholder website merchants.2go.com in place

Tap on Authorize access to this account

Web

Go to Settings

Click on Client payment options

Toggle on the option to accept Credit and debit card payments

From the Set up direct deposit message, click on Link my bank account

If your account email you used to sign up for Invoice2go is already registered with a Stripe account, then sign into Stripe with your Stripe login credentials to link your bank account

Enter your company information and bank details on the Stripe account registration form

If youdon'thave a website, leave the placeholder website merchants.2go.com in place

Click on Authorize access to this account

Chargebacks happen when your customers contact their credit card issuers or banks to dispute transactions they have paid.

Chargebacks can be the result of a misunderstanding or error. They could also be a result of credit card fraud made with stolen credit cards. Whatever the reason, it's best to work with your customers in figuring out what happened and settling their differences.

If you customer does issue a chargeback, the cardholders credit card issuer or bank will typically refund the transaction immediately. Once the dispute has been made, you will receive an email from Stripe that includes all of the related details. Stripe will then deduct the disputed amount plus a chargeback fee from your account the day after a dispute was filed. You can see all related activity from your Stripe dashboard.

You will be able to submit evidence of the transaction. In instances where you win the chargeback dispute, the disputed amount and the chargeback fee will be refunded to your bank account.

Unfortunately, once a transaction has been disputed, theres no way for you to refund the paid invoice. By disputing the transaction, your customer has already received the amount paid back from their bank. So, if you agree with the decision to not fight the dispute, there is no need to take any further action.

Managing Chargebacks

Talk to your customers and understand why the chargeback happened

Ifyou'vetalked to your customer and they confirm the chargeback was a mistake and agree to drop the dispute, have your customer call their bank and let them know they want the chargeback cancelled

Collect all related documents: invoices, emails, signed agreements, correspondence, photographs etc.

After the customer requests the dispute to be cancelled, submit all of the related evidence to their bank

Your evidence should indicate to the bank that your customer wishes to drop the dispute, and must include any email evidence you have where the customer says that

If your customer had specific complaints that led to the dispute, be sure to address those in the evidence and include all related documents

Failing to provide evidence could still result in you losing the dispute

Log into your Stripe dashboard

Within the Disputes section, click on the disputed transaction and open it

Click on Dispute

The best way to avoid chargebacks is to minimize their likelihood before you even start accepting payments.

Chargebacks happen when your customers contact their credit card issuers or banks to dispute transactions. Chargebacks can be the result of a misunderstanding or error. They could also be a result of credit card fraud made with stolen credit cards.

There are also several other reasons why your customers might issue a chargeback, including:

The cardholder(s) did not authorize charge

They didnt recognize the charge or merchant on their credit card statement

They were incorrectly billed

They feel the product or service was different than the initial expectation

They never received an item they ordered

By working with your customers, you can figure out what happened and settle their disputes. Additionally, you can minimize chargeback risk by staying organized, being available to your customers and maintaining a transparent relationship with them.

If your customer does issue a chargeback, the cardholders credit card issuer or bank will typically refund the transaction immediately. Once a transaction has been disputed you will receive an email from Stripe that includes all of the related details. Stripe will then deduct the disputed amount and a chargeback fee from your account the day after a dispute was filed. If you win the chargeback dispute, the disputed amount and chargeback fee will be refunded to your bank account. See how to manage chargebacks here.

If you incur too many chargebacks, Invoice2go is obligated to close your payments account and disable your ability to accept future card payments.

Here are the most important steps in avoiding chargebacks:

Give your customers a heads up

Your customers will see charges from you as *S*yourcompanyname on their bank statements. Make sure your customer recognizes your official company name on these bank statements by clearly communicating it either in the invoice or the email that includes the invoice. Make sure your company name on your Stripe dashboard reflects your businesss official name.

Invoices titled with names other than the official business names may increase the chance of a chargeback

Keep track of your emails

Invoices are emailed from your device, which means your sent email folder creates a natural archive for your sent invoices. Keep these safe just in case you receive a chargeback and you need to reference particular transactions

If you are sending invoices from the web, which does not include a sent folder, make sure to CC or BCC yourself on the invoices you send

Use clear product and service names

When accepting card payments from your customers, make sure your invoices are easy to understand. For example, if you are an electrician and you invoice a customer,don'tuse as34sdB as a product description when you can say fixed circuit breaker

You can issue PayPal payment refunds at anytime either from within the Invoice2go app or from your PayPal account. Depending on your customers bank, the refund will show up anywhere between 5-10 business days after the refund is issued. Since refunds are processed through PayPal, please make sure to review their policy in relation to refunds and fees.

If you are trying to refund a customer payment but havent granted Invoice2go permission to do so yet, Invoice2go will prompt you to authorize your PayPal account with Invoice2go. Once you complete the authorization, you can proceed with refunding your customers payment.

iOS and Android

Open the invoice from your Paid invoices folder

On the blue action bar, tap Payment

Tap onView transaction history

From the payment history, tap thecardpayment that you wish to refund

Tap Refund

SelectYes to confirm

Web

Open the invoice the payment was made on

Under the Balance line, click on Payment History

Hover over the payment, click on Refund

Click Yes when prompted to confirm the refund

Helpful Tips

If your customer paid online, do not give them a cash refund this is a common fraud scenario

Refunds may appear in the form of a reversal. In the case of a reversal, the original payment will drop off of your customer's bank statement, and a separate credit is not issued

Refunds cannot be cancelled. If you'd like to charge your customer for the amount that you have refunded, you can create a new charge for your customer

In order to accept PayPal payments with Invoice2go, you are required to link and authorize your PayPal business account with your Invoice2go account. You can do this before or after you receive your first PayPal payment.

After you enable the option to accept PayPal payments and enter your PayPal, you will receive a welcome email from Invoice2go that will prompt you to authorize your PayPal business account. If you have not authorized your account by the time you receive your first PayPal payment, you will receive a transaction email from PayPal prompting you to authorize your account with Invoice2go so you can claim your money.

Granting Invoice2go permission to your PayPal business account enables Invoice2go to process payments for your invoices and issue refunds through the Invoice2go app. This also allows Invoice2go to update your reports if chargebacks occur.

Authorizing your PayPal business account with Invoice2go can be completed before or after your customer pays. If your customer pays before you authorize your account, PayPal will hold your payment in a Pending state until you complete the PayPal Invoice2go authorization. PayPalwon'tallow you to withdraw funds until you are done setting up your business account.

Payment reminders can be toggled off for all future invoices through your account within your settings. Turning off payment reminders through your account settings will cancel all previously scheduled payment reminders for your invoices.

Use the steps below to toggle off payment reminders for an invoice without toggling off this feature for all of your documents.

iPhone and iPad

Open the invoice you want to cancel a payment reminder for

Toggle off Payment reminders

Tap on Save

*Available for versions iOS 9.4.0 and later

Android

Open the invoice you want to cancel a payment reminder for

Toggle off Payment reminders

Tap on Save

*Available for versions Android 8.5.0 and later

Web

Open the invoice you want to cancel a payment reminder for

Toggle off Payment reminders and no m

Click on Save

To use payment reminders, you must have a Standard, Advanced, or Unlimited subscription plan. If you are on the Invoice2go Lite plan, upgrade to use payment reminders.

Scheduled payment reminders will not be sent to your customers once invoices have been marked as fully paid, either manually or paid through the Invoice2go debit and credit card payment option.

For all of your payments that you receive outside of the Invoice2go app (e.g. check or cash), you can manually record full or partial payments. With payments enabled, your clients payments will automatically record on their respective invoices and will be filed away in your paid invoice folder for record keeping.

Partial payments will not stop payment reminders from going out. In order for payments reminders to not go out, the invoice must be marked fully paid.

Turning off payment reminders in settings will cancel all your scheduled reminders across all your invoices.

To use Payment Reminders, you must have aStandard, Advanced, or Unlimited subscription plan. If you are on the Invoice2go Lite plan, upgrade to use Payment Reminders.

Your default settings for payment reminders are automatically set to ON. This means that whenever you create an invoice, we automatically send email reminders to your customers to let them know when their payments are coming up, due, or past due. Data shows that our customers who have their payment reminders turned ON get paid faster and have fewer unpaid invoices. Thats why we recommend that you keep this setting as is. With your existing settings, well automatically send reminders to your clients 3 days before, on the due date, and 3 and 7 days after an invoice is due if payment has not yet been received.You can change the frequency of your payment reminders or turn them OFF at any time. Heres how:

Under Settings, click on Client communication

Turn Payment Reminders on or off

Select the schedule youd like for your reminders

You can also turn payment reminders off for specific invoices if you do not want them to send to particular customers. Heres how:

Open yourInvoice

Tap on Edit

Tap onYour Client

Toggle Payment Reminders off/on

TapSave

Invoice2go payment reminders help you get paid faster by sending automatic email reminders to let your customers know it's time to pay the invoices you've sent them.

The timing of your payment reminders can be managed in "Client Communication" within settings.

upgrade to use payment reminders

Payment reminders are sent to your clients 3 days before, on the due date, and 3 and 7 days after an invoice is due if payment has not yet been received.Scheduled payment reminders will not be sent to your customer once an invoice has already been marked as fully paid, either manually or paid through the Invoice2go debit and credit card payment option.

In order for any payment reminder to be successfully sent, you must provide a valid email address for your customer in the invoice. Once scheduled, all reminders will be emailed to your customers at 7 a.m. locally (your time zone).

To use payment reminders, you must have a Standard, Advanced, or Unlimited subscription plan. If you are on the Invoice2go Lite Plan, .

iPhone and iPad

From the side navigation menu, tap onSettings

Under the Company section, tap onClient communication

Tap on Payment reminders

Toggle on/off Payment reminders

Select the schedule you want to set up for your payment reminders

Tap on Send me a preview to receive an example payment reminder

*Available for versions iOS 9.4.0 and later

Android

From the side navigation menu, tap onSettings

Under the Company section, tap onClient communication

Tap on Payment reminders

Toggle on/off Payment reminders

Select the schedule you want to set up for your payment reminders

Tap on Send me a preview to receive an example payment reminder

*Available for versions Android 8.5.0 and later

Web

From the side navigation menu, click onSettings

Under the Company section, click on Client communication

Toggle Payment reminders on/off

Select the schedule you want to set up for your payment reminders

Click on Send me a preview to receive an example payment reminder

Requesting deposits from clients is an essential part of your business that helps get the job started, and confirms bookings. Use our latest feature to add a deposit request to the invoice you send to your client.

You can add a deposit to an invoice from either your iOS or Android mobile device or from the web app on your computer.

The following steps walk you through how to add a deposit to your invoices:

Create an invoice and fill out the appropriate information for your client (their name, billing information, items, etc.)oropen the invoice that you need to add a deposit request to

Tap Add deposit request

3. You will have the option to set the deposit amount to a percentage of the total cost or afixed amount.

4. Set the Due date and click Save

5. Save your invoice and send the document with a deposit to your client

Don't forget to send the invoice to your client! Your clients will not see the updated deposit informationif you're adding a new deposit request to an existing invoice, or editing an existing deposit request unless the most updated invoice has been sent

6.After sending the invoice or estimate to your client, they will be asked to make a payment. The client can either 1) pay the deposit amount or 2) the full document amount.

Please note: If you're sending a deposit on an estimate, your client will be required to first approve the estimate before making a payment.

7. Once a payment has been submitted, your deposit request will be marked as complete and you will receive both an email and an in-app notification for your records. The deposit payment will automatically be reflected in the document transaction history and outstanding balance.

8. If your client made a deposit on an estimate, your document will automatically be converted into an invoice for you! You'll also receive an email letting you know your document has been converted.

There's no need to worry if an error was made when first creating and sending your original deposit request. We've made it easy to edit or remove your deposit request so you can easily manage your important documents.

Use the steps below to edit and/or remove your deposit requests:

Open the document

Tap your existing deposit request

3.To edit your deposit, setthe deposit amount to the updatedpercentage of the total cost or afixed amount, and then tapSave.

4. To remove your deposit, tap Cancel Request and then confirm you would like to cancel the deposit request.

5. Save the updated invoice or estimate andsendthe updated document to your client. Your client will not be able to complete their updated deposit request unless the new document is sent to them via email or SMS.

If you are an Invoice2go legacy app or classic desktop user, you will only be able to access your Invoice2go documents on the device that you originally downloaded the app and created your account on.

If you change or lose your device, you will lose access to those documents. We recommend exporting your datato a safe location so you always have your information. Unfortunately, it is currently not possible to migrate your data to the new platform; however, our team is working on a solution in the coming months to help you successfully migrate this data.

We recommend that you use the new Invoice2go so all your documents and data going forward are automatically backed up and accessible from all devices. You can create a new account on our new platform by signing up at invoice2go.com or by downloading the latest version from the Apple iTunes Store or Google Play store.

*Please note that this article applies to the old Invoice2go app (app icon with white background and green planes) and Classic Desktop product.

The Invoice2go app is available on both the iOS App Store and the Google Play Store. Periodically, Invoice2go releases new versions of the app to make improvements or add features. You have the option of either manually updating your app or choosing to opt into automatic updates.

iPhone and iPad

Manually update your app:

On your device, open the App Store app

Tap on Updates in the bottom right-hand corner (Invoice2go will display if an update for the app is available)

For Invoice2go, tap on Update

Automatically update your app:

On your device, go to Settings

Select iTunes & App Store

Under the Automatic Downloads section, turn on the option for updates

Android

Manually update your app:

On your device, open the Google Play Store app

Tap on Play Store in the top left-hand corner

Tap on My Apps (Invoice2go will display if an update for the app is available)

Tap on Invoice2go

Tap on Update

Automatically update your app:

On your device, open theGoogle Play Store app

Tap on Play Store in the top left-hand corner

Tap onSettings

Tap on Auto-update apps

Select Auto-update apps at any time

Web

The new Invoice2go supports Google Chrome 49+, Safari 10+ and Firefox 44+.