Sending Invoices and Receipts

This screen is displayed by tapping Send in the transaction form for either an invoice or payment. From this screen you can:

  • Send the displayed invoice in PDF format by email, message or open it in another app.
  • Change the customer details, e.g. address, payment terms.
  • Update your business details, e.g. address, logo, standard payment terms.
  • Change the wording of the text labels.
What else can I do?

In addition to the above, you can:

  • Show or hide currency symbols displayed on invoices.
  • Change paper size between A4 and US-Letter.
  • Switch between invoice and delivery note.

    Note: You can only toggle between sending an invoice and a delivery note. When sending a receipt, these options are not available.
How do I change the customer details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the CUSTOMER section, tap the item you want to change. You can change the Invoice Address, Delivery Address, Their Reference, Payment Terms or Email Address.

    Note: Changes to these fields update all invoices stored in the app, including past entries.
How do I change my business details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the YOUR BUSINESS section, tap the item you want to change. You can change your business address, Logo, Signature, Standard Terms, or Footer.

    Note: Changes to these fields update all invoices stored in the app, including past entries.
How do I change the wording on the invoice?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Scroll down to the section titled TEXT LABELS and tap on the text label you want to change.


Further Information

For details of how to carry out tasks in the Sales screen, please refer to: