To view invoice and quotes you must first create and/or send a quote or invoice to a contact using the web app, for more information on:

• Invoices click here
• Quotes click here

How to view the money card in mobile app

1. Navigate to the contact that the quote and/or invoice was sent to
   
   
2. The "Money" card will display under the contacts activity
   
   

Money Activity feed

Under the Activity feed the "Money" card will display a summary of invoices and quotes to that contact 

1. When you tap on the "Money" card, you'll see a list of quotes and invoices
   
   
2. Once you tap on the quote or invoice, you'll see the details of that type
   
   

How to send a confirmation email when a quote is accepted

When a quote is accepted there will be a "Send confirmation" button within the quote details.

1. Click "Send confirmation"
   
   
2. Add and/or change default text
   
   
3. Click "Send"
   
   

How to send a thank you email when an Invoice is paid

When an Invoice is paid there will be a "Send Thank you" button within the invoice details.

1. Click "Send Thank you"
   
   
2. Add and/or change default text
   
   
3. Click "Send"
   
   

Push notifications

The app will send you a notification when an invoice is paid and when a quote is accepted. This is dependent on allowing notifications under Settings > Notifications.

FAQ

Can I send a new quote or invoice from the mobile app? 

Currently there is no option to send from the app. You will only see sent invoices and quotes.