How to Use Invoices in the Mobile App

Channel:
United States HighLevel
Subscribers:
68,600
Published on ● Video Link: https://www.youtube.com/watch?v=9NE9URMZ9g0


Duration: 0:00
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Join Tina as she walks you through the mobile app's invoices interface and explores various functionality enhancements. Learn how to create invoices from the dedicated section or point of sale, manage invoice terms and notes, filter invoices by status and type, and utilize templates. Discover the step-by-step process for creating one-time or recurring invoices, adding partial quantities, and sending invoices via email or SMS while on the go.

00:00 Introduction to the New Invoices Interface
00:17 Navigating the Invoices Dashboard
00:57 Filtering and Viewing Invoices
01:24 Interacting with Invoices
02:06 Creating a New Invoice
03:59 Using Invoice Templates
04:17 Sending Invoices from Point of Sale
05:32 Conclusion and Benefits



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