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Coming Soon: New invoice workflow

Coming Soon: New invoice workflow

February 24, 2019

Kindra K., Marketing Coordinator

In the next few weeks, we will be rolling out a series of updates to the mobile apps to make room for new features, like viewing and adding segments from the app. One of the first changes you’ll see is a new flow for previewing & sending an invoice, as well as an updated job details page on both iOS and Android.

Current flow:

Current invoice flow

New flow:

New invoice flow

In order to make room for segments, we will be removing the job/invoice toggle on the job page. Instead, you can both preview and send your invoice from the invoice button on the top of the job page. On the preview invoice page, you will be able to edit your invoice settings, print your invoice, and add attachments to your invoice. When you click ‘Send’ on the invoice preview page, you will be able to choose how to send your invoice (email or text), and edit the email your customer will receive.

Coming soon:

Segments on mobile

The ability to view and add segments from the mobile apps!


LEARN MORE

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