Help with invoicing on iPhone and iPad.
How do I create my first invoice?
Open Businesses, select a business, then open its dashboard. Choose Create invoice, select a customer, enter your items and save the draft. Preview the draft before issuing it. Issuing assigns a permanent number.
How do I switch the address or bank account?
In a draft, use Invoice from address and Receive payment into. To add another address or bank account, edit the business profile first.
Where are my invoices saved?
Version 1 stores invoices on your device. To keep a PDF elsewhere, open an invoice, preview the PDF and tap Share. Removing the app removes its local workspace.
Why are there two businesses already?
Coast & Cape Studio and Veld & Beam Joinery are fictional examples. Add your own business from the Businesses screen to keep its customers and invoices separate.