This article covers how to view invoices and quotes in the Keap™ Mobile app, including how to send a confirmation email when a quote is accepted, how to send a thank-you email when an invoice is paid, and how push notifications work. To use these features, first install Keap Mobile on an iOS or Android device.

Invoices and quotes must be created and sent to a contact from the Keap web application before they can be viewed in the mobile app. For help creating invoices and quotes, see:

• How to create and send invoices in Keap

• How to create and send quotes in Keap

View the Money Card on a Contact Record

1. Navigate to the contact record for the contact the invoice or quote was sent to.

   

   The screenshot above shows a Keap Mobile contact record with the Money card in the activity feed.

2. The Money card displays in the contact's activity feed showing a summary of invoices and quotes for that contact.

   

   The screenshot above shows the Money card in the contact activity feed.

View Invoice and Quote Details

1. Tap the Money card to see a list of all invoices and quotes for the contact.

   

   The screenshot above shows the expanded Money card with the full list of invoices and quotes.

2. Tap an invoice or quote from the list to view its full details.

   

   The screenshot above shows the invoice detail screen in Keap Mobile.

Send a Confirmation Email When a Quote Is Accepted

When a quote is accepted, a Send confirmation button appears in the quote detail screen.

1. Tap Send confirmation.

   

   The screenshot above shows the Send confirmation button on an accepted quote detail screen.

2. Review the pre-filled confirmation message and edit the text as needed.

   

   The screenshot above shows the confirmation email editor with the pre-filled message text.

3. Tap Send.

   

   The screenshot above shows the Send button on the confirmation email composer.

Send a Thank-You Email When an Invoice Is Paid

When an invoice is paid, a Send Thank you button appears in the invoice detail screen.

1. Tap Send Thank you.

   

   The screenshot above shows the Send Thank you button on a paid invoice detail screen.

2. Review the pre-filled thank-you message and edit the text as needed.

   

   The screenshot above shows the thank-you email editor with the pre-filled message text.

3. Tap Send.

   

   The screenshot above shows the Send button on the thank-you email composer.

Push Notifications for Invoices and Quotes

Keap Mobile sends push notifications when an invoice is paid and when a quote is accepted. Push notifications must be enabled in the device settings. Navigate to Settings, then select Notifications to enable or adjust notification preferences.

Frequently Asked Questions

What does this article cover?

This article covers how to view invoices and quotes in the Keap Mobile app, how to send confirmation and thank-you emails, and how push notifications work for invoice and quote activity.

Can invoices and quotes be created from the Keap Mobile app?

Invoices can be created from the Keap Mobile app. Quotes must be created from the Keap web application. For help creating invoices in Keap Mobile, see how to create and send invoices in Keap.

Why are push notifications not appearing for invoice and quote activity?

Push notifications for invoices and quotes require notifications to be enabled in the Keap Mobile app settings. Navigate to Settings, then select Notifications, and ensure that invoice and quote notifications are turned on. Device-level notification permissions must also be granted to the Keap Mobile app.