The mobile app has some interesting possibilities when it comes to adding and managing your outgoing invoices. Read this article to learn more.
Add invoices
Add invoices easily via the mobile app by following these steps:
Go to Home + icon
Click on Invoice
Fill out your customer and the invoice date
Fill out the items on the invoice
The invoice will be saved as a draft, but you can choose to Mark it as booked in the next step
Note that editing the invoice won't be possible after booking.
Manage invoices
In the mobile app, you can see your invoices per ‘status', you can book invoices, you can send them and you can put them on paid.
When navigating to your invoices you immediately get an overview of:
Your draft invoices
Your unpaid invoices
Your paid invoices
You can also search through your invoices by selecting the search bar next to the magnifying glass.
Another option is booking your invoices directly via the app:
Go to your invoices
Click on Draft
Click on the invoice you want to book
Click on Mark as booked
By clicking on a booked invoice you can access and download the pdf file of your invoice as well.
After booking an invoice, you can send it to your customer via the app:
Go to your invoices
Click on Not paid
Click on the invoice you want to send
Click on Review and send
Sending your invoices via Peppol is also possible via the mobile app.
Change the status of your invoices to paid:
Go to your invoices
Click on Not paid
Click on the invoice you want to update
Click on Mark as paid