Invoice Overview (App)

Ways to Access an Invoice Profile

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.

Invoice Details Section This section displays the basic invoice and project information: Client Name Invoice ID Invoice Status Invoice Created or Issued Date Estimator Assigned to the Project Project Address (Can be different from the Billing Address) Project Tags
Services and Pricing Section This section shows the services or products included in the invoice along with their corresponding prices.

Payments, Files, and Totals Section 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.

This layout allows you to quickly review invoice status, services, payments, and balances directly from the ArboStar app

Payments

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 Order - indicates the sequence of the payment

• Payment Type

• Payment Method

• Payment Date - the date the payment was made

• Payment Amount

• Tips

• Payment Notes

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

Invoice Options

Within the Invoice Profile, tap the three-dot icon at the bottom of the screen to open Invoice Options. This menu provides quick access to common invoice-related actions:

• Client Profile
  Opens the associated client profile.

• Copy
  Copies the entire project to the same client or to a different client profile.

• Change Status
  Allows you to update the invoice status.

• Call
  Launches your device’s phone app and calls the contact person assigned to the project.

• Send Email / SMS
  Opens the email pop-up. Scroll to the bottom of the pop-up to enable the option to also send an SMS.

• Add Payment
  Let's you record a partial or full payment for the invoice.

• Invoice PDF
  Opens the invoice PDF, which you can download or print directly from the app.

• Edit Notes
  Allows you to add or update crew notes and office notes.

• Navigate
  Opens Google Maps and shows directions from your current location to the project address.

• Invoice Portal Page
  Let's you copy the invoice portal link or open it directly in your phone’s browser.

• Add Credit Note
  Creates a credit note linked to this invoice to apply a discount, correct an overcharge, or issue a partial or full credit. The credit note reduces the outstanding balance and is recorded in the client’s billing history.

• Delete
  Deletes the invoice. Deleting an invoice does not affect the status of other project stages.