How to Manage Invoices (On the Mobile Version)

Easily manage all your Invoices. Send automatic reminders to clients whose payments are overdue and effectively keep track of all your invoices.

To get started, follow these steps when using the Mobile Version of Vagaro. 

• Tap More at the bottom of the screen. 
• Select Settings. 
• Select Invoices to get to the main page where you can manage all your items. Then you're all set!

Related Article: 

• How to Create a New Invoice on the Desktop Version.

Managing Invoices on the Mobile Version

1. Tap More at the bottom of the screen. 

2. Tap Settings. 

3. Select Invoices under Things We Sell. 

4. Once you get to the main Invoices page, you'll be able to search for specific items by entering the name or value in the Search box at the top of the screen. For example, if you enter an Invoice Number that's been assigned to an item, you'll be able to find the invoice with that specific number on your list. Tap the green search button on the right side of the screen when you're finished entering the value. 

You can also search for invoices based on a specific status. To the right of the Search function, tap the All Statuses drop-down to get started. 

5. Once you tap the All Statuses drop-down, a popup will appear, allowing you to search by these statuses: Draft, Sent, Paid, Overdue, and Void. For example, if you select Overdue, you can see all the invoices that are overdue.

Let's look at all these options in more detail. 

Draft

These include invoices that you are still working on and have not been sent to clients. Once you tap the three lines that correspond to the invoice you're looking for, you'll be able to do the following:

• View details of the invoice.
• Delete the item.  
• Send a reminder email to a client. You'll be able to enter an email and send a copy of the invoice to the customer. You can enter multiple recipients by separating each person's email address by a comma. The reminder email will also include an option to Pay. 
• Create a duplicate copy. This generates a copy of the invoice with a new invoice number. The duplicate will be added to your Drafts.
• Print a paper copy. 

Sent

These include invoices that have been sent or emailed to the client. Once you tap the three lines that correspond to the invoice you're looking for, you'll be able to do the following:

• View details of the invoice.
• Void the item. 
• Send a reminder to the client. You'll be able to enter an email and send a copy of the invoice to the customer. You can enter multiple recipients by separating each person's email address by a comma. The reminder email will also include an option to Pay. 
• Create a duplicate copy. This action generates a copy of the invoice with a new invoice number. The duplicate will be added to your Drafts.
• Print a paper copy. 

Overdue

If an invoice has been sent but it hasn't been paid, it will have a status of Overdue. The overdue invoices appear on the Notifications Panel. Once you select it on the panel, you'll be taken to a listing of all your overdue invoices.

After tapping the three lines that correspond to the invoice you're looking for, you'll be able to do the following:

• View details of the invoice.
• Delete it.  
• Send a reminder to the client. You'll be able to enter an email and send a copy of the invoice to the customer. You can enter multiple recipients by separating each person's email address by a comma. 
• Create a duplicate copy. This action generates a copy of the invoice with a new invoice number. The duplicate will be added to your Drafts.
• Print a paper copy. 

Void

These are invoices that have been canceled or removed. Once you tap the three lines that correspond to the invoice you're looking for, you'll be able to do the following:

• View details of the invoice.
• Print a paper copy. 

Paid

These are invoices the customer has paid. Once you tap the three lines that correspond to the invoice you're looking for, you'll be able to do the following:

• View details of the invoice.
• Create a duplicate copy. This action generates a copy of the invoice with a new invoice number. The duplicate will be added to your Drafts.
• Print a paper copy.