Invoice Overview (App)

There are multiple ways to open an invoice profile in the app:

Search by Invoice ID
Tap the magnifying glass icon and enter the Invoice ID.
From the Client Profile
Go to the Client Profile, open Projects, then tap the Invoice stage of the project.
From the Invoices Section
Navigate to Invoices, then:
- Enter the Invoice ID in the search bar, or
- Use filters to narrow down results and select the invoice you want to open.

Inside the Invoice Profile

To make it easier to follow, the invoice profile is broken down into sections.

This section displays the basic invoice and project information:

This section shows the services or products included in the invoice along with their corresponding prices.

Below the services list, you’ll find payment details, attached files, and invoice totals:

Deposit
Displays any deposit made to the project. This section also allows you to add a payment.
Files
Shows files attached to the project and invoice.
Total for services
The total amount for completed service line items that were added to the invoice.
Discount
Discounts applied to the invoice. These are set during the estimate stage.
Total for invoice
The invoice total after discounts are applied.
Tax
Displays tax applied to the project
Total with tax
The invoice total after tax is applied.
Payment
Shows the amount paid so far. This field is clickable if you want to add a payment.
Total Due
The remaining balance after all payments, discounts, and taxes are applied.

Payments made for the invoice are recorded in the Payment profile. Swipe right on the screen and tap Payments to view them.

Inside the payment profile, you’ll find the following details:

Payment notes are editable. Tap the pencil icon, update the note, and save your changes.