Q: How can I convert estimates into invoices?
Q: How can I convert estimates into invoices?
Open the estimate or quote that you want to convert.In the bottom right corner, click on the "More" button.Select the option to convert the estimate or quote into an invoice.
Q: Do you accept credit card payments? If so, what is the percentage rate?
Q: Do you accept credit card payments? If so, what is the percentage rate?
No, we do not directly accept credit card payments. However, Stripe and PayPal do accept credit card payments. The percentage rates depend on your account settings with these providers. For more details, visit:
Q: Can I change the currency in the app?
Q: Can I change the currency in the app?
Go to Settings in the app.Select "Tax and Currency" from the settings menu.Choose the currency you want to use from the available options.
Q: With the plans offered, are estimates and invoices unlimited?
Q: With the plans offered, are estimates and invoices unlimited?
Yes, estimates and invoices are unlimited for all subscription plans.
Q: Why was I charged when I wanted a free trial?
Q: Why was I charged when I wanted a free trial?
When opting for the free trial, ensure the toggle in front of the subscription option is enabled. If not, the system might process it as a regular subscription.
Q: How can I buy a subscription for InvoiceGo?
Q: How can I buy a subscription for InvoiceGo?
Launch the InvoiceGo app.
Click on the Settings icon in the top left corner.
Select "Try Now" from the settings menu.
Select your preferred plan and proceed by tapping “Continue”.
Choose the appropriate payment method:
For Android: Use Google Payment.
For iOS: Use Apple Pay.
For the web: Use Stripe.
Q: How do I restore my subscription on InvoiceGo?
Q: How do I restore my subscription on InvoiceGo?
Open the app.
Go to Settings and click on "Restore inapp Purchases".
Wait for the confirmation message to ensure the restoration is successful.
Q: How will my customers see the invoice I send them?
Q: How will my customers see the invoice I send them?
Your customers will view the invoice via a web link you provide. They can print or download the PDF version.
Q: How will my customers see the invoice if I have enabled online payments?
Q: How will my customers see the invoice if I have enabled online payments?
Customers will see a "Pay Now" button, redirecting them to a checkout page to complete the payment using the selected method.
Q: Are there additional monthly add-on costs?
Q: Are there additional monthly add-on costs?
No, we do not have any additional monthly add-on costs.
Q: Do I need to provide my credit card for the free trial?
Q: Do I need to provide my credit card for the free trial?
Yes, you need to provide your credit card for the free trial, but we do not charge you if the trial is canceled before the 7-day period ends.
Q: Can I manage more than one business on a single account
Q: Can I manage more than one business on a single account
Yes. Go to Settings and add new business.
Q: What happens to my account when my subscription ends?
Q: What happens to my account when my subscription ends?
When your subscription ends, your account will either expire or automatically renew on the same date each month or year, depending on your plan.
If your account passes the expiration date without payment, it will be automatically deactivated. In this state, your access will be limited to viewing your invoice list, client list, item list, reports dashboard, and other document lists. However, you will not be able to view or edit individual documents or view detailed reports. Your account will remain in this deactivated state until you make a payment to renew your subscription.
Q: How can I add or change the information in the header of my invoice or estimate?
Q: How can I add or change the information in the header of my invoice or estimate?
To add or change the information in the header of your invoice or estimate, follow these steps:
Open the invoice or estimate you want to customize.
In the top right corner, click on the "Customize" button.
After clicking "Customize," look at the bottom bar menu and select the "Options" button.
You will see various information fields that you can toggle on or off.
Q: I have deleted an invoice, estimate, or quote. Is it possible to retrieve it?
Q: I have deleted an invoice, estimate, or quote. Is it possible to retrieve it?
No its not possible currently.
Q: Can I send invoices by messages or WhatsApp?
Q: Can I send invoices by messages or WhatsApp?
Yes, you can send invoices by messages or WhatsApp. Use the "Send Invoice" button and choose the PDF option. Once you have the PDF, you can send it through any method your phone supports, such as AirDrop, WhatsApp, message, Messenger, etc.
Q: How can I know if my client made a payment?
Q: How can I know if my client made a payment?
To be notified when a client makes a payment, you need to enable notifications from the app on your phone, if not you can find them by following these steps:
Go to Settings > More Options > Notifications to view any payment notifications.
Q: Can I add photos to invoices?
Q: Can I add photos to invoices?
Yes, you can add photos to your invoices. To do this, simply follow these steps:
Open the invoice you want to create or edit and you can add photos right under the payment info section and before the notes section.
Q: Does your system allow for recurring billing automation? And is there an automatic payment option?
Q: Does your system allow for recurring billing automation? And is there an automatic payment option?
No, our system does not currently support recurring billing automation or automatic payment options.
Q: How can I enable online payments for my invoices?
Q: How can I enable online payments for my invoices?
To enable online payments for your invoices, follow these steps:
Set Up a PayPal or Stripe Account.
Link your PayPal or Stripe account to InvoiceGo through the settings.
Open the invoice for which you want to enable online payments.
Scroll down until you see the PayPal or Stripe option with a toggle switch next to it.
Turn on the toggle switch to enable payments for that invoice.
Q: How do I change the currency in InvoiceGo?
Q: How do I change the currency in InvoiceGo?
To change the currency in InvoiceGo, follow these steps:
Launch the InvoiceGo app and click on the Settings icon situated in the top left corner of the screen.
Within the settings menu, go to the App section.
Select Tax and Currency.
Tap on Currency in the Location section and select your preferred currency.
Q: How do I modify tax settings in InvoiceGo?
Q: How do I modify tax settings in InvoiceGo?
To modify tax settings in InvoiceGo, follow these steps:
Launch the InvoiceGo app and click on the Settings icon situated in the top left corner of the screen.
Within the settings menu, go to the App section.
Select Tax and Currency.
Below the currency settings, you can adjust the Tax Type, Tax Label, and Tax Rate based on your requirements.
Q: How do I create an invoice in InvoiceGo?
Q: How do I create an invoice in InvoiceGo?
To create an invoice in InvoiceGo, follow these steps:
Go to the Invoices page.
Click on Create New Invoice.
Add a client to the invoice by providing the necessary details.
Add items to the invoice, specifying each item's details.
Customize the invoice with additional parameters such as: Invoice name, Tax settings, Discounts, Include images, Payments, Mark as paid, Online payment method, Bank details...
Once the invoice is complete, click on Save in the top right corner of the screen.
Upon saving, you'll be redirected to the Preview Invoice screen. Here, you can review the invoice details and make any final adjustments.
Q: How do I add a client to an invoice in InvoiceGo?
Q: How do I add a client to an invoice in InvoiceGo?
To add a client to an invoice, follow these steps:
Click on Create New Invoice from the Invoices page.
Provide the necessary details for the client, such as name, contact information, and address.
You can add an existing client by searching for them, or add a new client by clicking on Add Client in the bottom right corner.
Note: To change a client on an existing invoice, please refer to our specific instructions for that process.
Q: How do I add items to an invoice in InvoiceGo?
Q: How do I add items to an invoice in InvoiceGo?
To add items to an invoice, follow these steps:
Click on Create New Invoice from the Invoices page.
Specify each item's details, such as description, quantity, and price.
You can add a new item or search for an existing item by clicking on the magnifying glass icon. Even when selecting an existing item, you can still modify its details.
Q: How do I customize tax settings on an invoice in InvoiceGo?
Q: How do I customize tax settings on an invoice in InvoiceGo?
To customize tax settings, follow these steps:
Click on Create New Invoice from the Invoices page.
Adjust the tax settings as needed, including tax type, tax label, and tax rate. You can choose to add the tax per item, on the total, or none at all.
Q: How do I add discounts to an invoice in InvoiceGo?
Q: How do I add discounts to an invoice in InvoiceGo?
To add discounts to an invoice, follow these steps:
Click on Create New Invoice from the Invoices page.
Specify any discounts to be applied to the invoice, including percentage or fixed amount.
Q: How do I add payments to an invoice in InvoiceGo?
Q: How do I add payments to an invoice in InvoiceGo?
To add payments to an invoice, follow these steps:
Click on Create New Invoice from the Invoices page or Select an existing one and press on Edit.
If someone has already paid a part of the invoice, you can add this by specifying the payment method, date, and details.
Q: How do I mark an invoice as paid in InvoiceGo?
Q: How do I mark an invoice as paid in InvoiceGo?
To mark an invoice as paid, follow these steps:
Click on Create New Invoice from the Invoices page or Select an existing one and press on Edit.
Toggle the option to mark the invoice as paid.
Q: How do I customize the invoice name in InvoiceGo?
Q: How do I customize the invoice name in InvoiceGo?
To customize the invoice name, follow these steps:
Click on Create New Invoice from the Invoices page.
Click on the name field to customize it as needed.
Additional Customizations:
Modify the date of creation for the invoice.
Specify a due date for the invoice.
Enter a purchase order (PO) number if applicable.
Include a headline for the invoice.
Q: How do I create and send a new invoice in InvoiceGo?
Q: How do I create and send a new invoice in InvoiceGo?
To create and send a new invoice, follow these steps:
Follow the steps outlined in our guide here.
Once on the preview screen of the newly created invoice, click the Send Invoice button.
Q: How do I send an existing invoice in InvoiceGo?
Q: How do I send an existing invoice in InvoiceGo?
To send an existing invoice, follow these steps:
Find the existing invoice in the Invoices section and click on it to access the preview screen.
On the preview screen, find and click the Send Invoice button.
Q: What are the options for sending an invoice in InvoiceGo?
Q: What are the options for sending an invoice in InvoiceGo?
After clicking Send Invoice, you can choose one of the following options:
Send by Email: Open email and send the invoice directly.
Send Link: Generate a shareable link to the invoice and share it with the recipient.
Send PDF: Download the invoice as a PDF file and share it manually.
Q: How do I send an invoice by generating a link in InvoiceGo?
Q: How do I send an invoice by generating a link in InvoiceGo?
To send an invoice by generating a link, follow these steps:
Create a new invoice or open an existing one and go to the preview screen.
Click the Send Invoice button and select Send Link.
The app will generate a shareable link to the invoice. Share this link with the recipient.
Q: How do I send an invoice as a PDF in InvoiceGo?
Q: How do I send an invoice as a PDF in InvoiceGo?
To send an invoice as a PDF, follow these steps:
Create a new invoice or open an existing one and go to the preview screen.
Click the Send Invoice button and select Send PDF.
Download the invoice as a PDF file and share it manually with the recipient.
Q: How do I enable online payment on an invoice in InvoiceGo?
Q: How do I enable online payment on an invoice in InvoiceGo?
Once you have configured the desired online payment method (PayPal, Stripe, or both), follow these steps to enable or disable them for each invoice:
Click on the invoice you want to edit.
Click on "Edit Invoice" and scroll down to find the option to enable or disable the selected online payment method.
After enabling or disabling the selected online payment method for the invoice, click on "Save" to store the changes.
Q: How do I edit a client's information in InvoiceGo?
Q: How do I edit a client's information in InvoiceGo?
To edit a client's information, follow these steps:
Go to Clients in the menu at the bottom of the screen.
Select the client you want to edit.
Click on Info.
You can add or change the following details: name, email, phone, address, tag, ID number, and fax.
Q: How can I add items before creating invoices in InvoiceGo?
Q: How can I add items before creating invoices in InvoiceGo?
To add items before creating invoices, follow these steps:
Go to Tools in the menu at the bottom of the screen.
Click on Manage Items.
Click on the Add Item button in the bottom right corner to add new items.
Q: How do I add and manage expenses in InvoiceGo?
Q: How do I add and manage expenses in InvoiceGo?
To add and manage expenses, follow these steps:
Go to Tools in the menu at the bottom of the screen.
Click on Expenses.
You can add expenses manually or scan a receipt.
Include the expense date, merchant, categories, total, tax, and description.
When adding a category, click on the Plus button in the upper right corner to create a new category.
Q: How can I export invoices, expenses, and reports in InvoiceGo?
Q: How can I export invoices, expenses, and reports in InvoiceGo?
To export invoices, expenses, and reports, follow these steps:
Go to Tools in the menu at the bottom of the screen.
Choose to export Invoices, Expenses, or Reports.
Choose Format:
For Invoices: Export in CSV, PDF, or sync to Google Drive.
For Expenses: Export in CSV or ZIP.
For Reports: Export in CSV, PDF, or Excel.
Q: How do I view reports on invoices, expenses, or balance in InvoiceGo?
Q: How do I view reports on invoices, expenses, or balance in InvoiceGo?
To view reports, follow these steps:
Go to the Reports section in the menu at the bottom of the screen.
Choose to view reports on invoices, expenses, or balance.
You can view the reports in column charts or area charts.
Customize the period by lifetime, year, month, or quarter. You can also filter reports for all clients or by individual client.
Report Details:
Invoices: View total, paid, and unpaid amounts.
Expenses: View the total expenses.
Balance: View invoices, expenses, and balance.
Sales by Client: View sales categorized by client.
Q: Can I request client acceptance for an estimate in InvoiceGo?
Q: Can I request client acceptance for an estimate in InvoiceGo?
To request client acceptance, follow these steps:
While creating the estimate, toggle the Request Sign & Acceptance option.
Once the client signs, you will be notified, and the estimate will be marked as accepted.
Q: Why can't I log in to my account on a different device when using my Apple ID?
Q: Why can't I log in to my account on a different device when using my Apple ID?
If you're having trouble logging into your account on a different device using Apple, there are a few things you should check:
Private Relay Email: When you use "Sign in with Apple," Apple can provide a unique, private email address that forwards to your personal email. Ensure you are using the same method ("Sign in with Apple") to log in on the new device.
Same Apple ID: Make sure you are logged into the same Apple ID on both devices. The subscription and account information are tied to your Apple ID, so using a different ID could cause login issues.
App Version: Ensure that the app is updated to the latest version on both devices. Updates often include important bug fixes and improvements.
You can read more about Apple IDs here.
Q: Why are my payments not working, and how can I connect to my Stripe account to check for issues?
Q: Why are my payments not working, and how can I connect to my Stripe account to check for issues?
If you're experiencing issues with payments not working, you can connect to your Stripe account and check for any messages or alerts that could explain the problem. Here’s how you can do it:
Go to Stripe Dashboard by clicking on this link
Q: Can I set up a Stripe account without having a website?
Q: Can I set up a Stripe account without having a website?
Having a website is a requirement for setting up a Stripe account. Stripe requires a publicly accessible web page that provides information about your business and services. You can read more about it at the link here.
However, if you do not have a website, you may consider using PayPal instead. PayPal does not require a website to set up an account and start accepting payments.
Q: Do you have a customer support phone number?
Q: Do you have a customer support phone number?
No, we do not have a customer support phone number. However, our support team is available to assist you via email.
Q: Can I use the same account on two different phones?
Q: Can I use the same account on two different phones?
Yes, you can use the same account on two different phones. However, you need to ensure that both phones have a good internet connection to avoid any synchronization issues.
Q: Can you store cards on file?
Q: Can you store cards on file?
No, we do not have the capability to store cards on file at this time.
Q: How can I upload my bank information so payments go there directly?
Q: How can I upload my bank information so payments go there directly?
Payments are managed through our providers, Stripe and PayPal. Here’s a general overview of how the process works:
Stripe:
First Payout: Your initial payment will typically be transferred to your bank account within 7-10 days after your first transaction. This period is necessary for compliance and fraud prevention.
Subsequent Payouts: After the initial period, payout times vary by location, generally up to 2 business days in the United States and Australia, and up to 7 business days in Canada, the UK, and Ireland.
Payment Handling: Stripe manages all card payments, including processing and bank deposits. For current payment status and settings, check your Stripe Dashboard.
PayPal:
First Payout: Payments are transferred to your PayPal account immediately after your first transaction. You can then transfer the funds to your bank account.
Subsequent Payouts: Funds can be transferred instantly to your bank account for a small fee, or within 1-3 business days for free.
Payment Handling: PayPal manages all card payments, including processing and bank deposits. For current payment status and settings, check your PayPal account.
Q: How long does it take for a payment to arrive in Stripe?
Q: How long does it take for a payment to arrive in Stripe?
The time it takes for a payment to arrive in your Stripe account depends on several factors:
First Payout:
Initial Holding Period: Your first payment will be transferred to your bank account 7-10 days after your first transaction. This period ensures compliance with anti-money laundering regulations and minimizes fraud risk. Verify that your business and bank account details in your Stripe account are accurate.
Subsequent Payouts:
United States and Australia: Up to 2 business days
Canada, the UK, and Ireland: Up to 7 business days
Q: Can I transfer information from my current invoice provider?
Q: Can I transfer information from my current invoice provider?
No, we do not offer a service for transferring information from your current invoice provider at this time.
Q: What is the percentage rate held if I use Stripe to accept payments?
Q: What is the percentage rate held if I use Stripe to accept payments?
A: The percentage rate for using Stripe to accept payments varies based on your account and transaction details. For the most current and detailed information, please visit the Stripe Pricing Page.
Q: What is the percentage rate held if I use PayPal to accept payments?
Q: What is the percentage rate held if I use PayPal to accept payments?
The percentage rate for using PayPal to accept payments varies based on your account and transaction details. For the most current and detailed information, please visit the PayPal Fees Page.
Q: Can customers pay with credit cards?
Q: Can customers pay with credit cards?
Yes, customers can pay with their credit cards. However, the payments are processed by providers like Stripe and PayPal.
Using these providers ensures that all transactions are secure, compliant with financial regulations, and processed efficiently. Stripe and PayPal offer robust security measures, fraud detection, and support for multiple payment methods, making it easier and safer for both you and your customers to handle payments.
Q: I got a new phone. How can I transfer my invoice app to the new device?
Q: I got a new phone. How can I transfer my invoice app to the new device?
If you are connected to the same account, your data should normally be centralized and accessible on your new phone. However, mishaps can happen due to various reasons such as:
Synchronization Issues: Sometimes, there can be delays or issues with data syncing across devices.
App Version Differences: Ensure that the app is updated to the latest version on both your old and new phones.
Network Connection: A stable internet connection is required to sync data between devices.
Q: How do I correctly change the client on an invoice? I have invoices from one client under another client.
Q: How do I correctly change the client on an invoice? I have invoices from one client under another client.
The problem occurs because instead of changing the client on the invoice, the information for the existing client was edited. To correct this, follow these steps:
Access the list of clients in your app.
Locate the invoice that is under the wrong client and click on it.
Click on the "Edit" button to modify the invoice.
Press the "X" button next to the current client's name to remove them.
An "Add Client" button will appear. Choose the correct client from your client list.
Save the changes to update the invoice with the correct client.
Q: I deleted my account and didn't cancel my subscription. What should I do?
Q: I deleted my account and didn't cancel my subscription. What should I do?
If you deleted your account but did not cancel your subscription, you can follow these steps based on where you initially subscribed:
Apple: Go to your device settings, select your Apple ID, then go to Subscriptions and cancel the subscription.
Google Play: Open the Google Play Store app, tap on the menu, select Subscriptions, and cancel the subscription.
Directly on Our Website: Please contact our support team for assistance with canceling your subscription.
Q: I deleted my account and I am still being charged for the subscription. Why is this happening?
Q: I deleted my account and I am still being charged for the subscription. Why is this happening?
Deleting your account does not automatically cancel your subscription. You need to cancel the subscription separately to stop further charges.
Apple: Go to your device settings, select your Apple ID, then go to Subscriptions and cancel the subscription.
Google Play: Open the Google Play Store app, tap on the menu, select Subscriptions, and cancel the subscription.
Directly on Our Website: Please contact our support team for assistance with canceling your subscription.
Q: How can my customers pay the invoice online?
Q: How can my customers pay the invoice online?
To pay the invoice online, your customers can click the payment button displayed on the invoice. This button will redirect them to a checkout page where they need to enter their payment information to complete the transaction. The payment option disappears once the invoice is paid.
Q: What is the purpose of the payment button inside the invoice PDF?
Q: What is the purpose of the payment button inside the invoice PDF?
The invoice PDF includes a payment button that allows customers to pay the invoice directly from the PDF. This button is useful for verifying that the payment option is enabled for the invoice. Once the invoice is paid, this button will disappear, and the balance due will be updated.
Q: Why am I having trouble connecting my Stripe account to InvoiceGo?
Q: Why am I having trouble connecting my Stripe account to InvoiceGo?
If you're experiencing issues connecting your Stripe account, it might be due to a timeout or account-related problems. Ensure your Stripe account is active and verify the connection by logging into your Stripe Dashboard.