Using The Mobile App: Invoicing

Using the LeadConnector Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone.

Using the icons at the bottom of the app, you can toggle between the various available features/sections.

Click into the Invoices tab to view and manage your Invoices.

View Invoices and Download Receipts for Point of Sale Transactions

This feature on the mobile app allows you to view invoices and download receipts for point of sale transactions. This enhancement is ideal for making in-person sales, such as at live events or farmers markets. You can share a receipt with a customer immediately via text, email, or other methods without needing to print anything.

How to Use:

1. Enable Automatic Sales Receipts:

   • Log in to the web app, navigate to Payments > Settings, and enable automatic sales receipts.

   • Customize your receipt settings, including the title, prefixes, from name, email, and email template. Save your changes.

2. Make a Sale on the Mobile App:

   • Open the mobile app and go to the point of sale section.

   • Select an item or enter a price, add a contact, and complete the sale.

   • Share the receipt immediately through various methods, including text or email, by downloading it from the transaction details.

Check out these pro tips for navigating through the Invoices section:

• View a summary of due and overdue invoices at the top.

• Use the Magnifying Glass to search for a particular invoice.

• Use the Filter icon to filter through invoices, customizing the filters as you wish.

• Customize the settings in the top right using the gear icon.

• Click + in the bottom right to create a new invoice.

Take advantage of the LeadConnector mobile app today so you can conveniently use your system on the go, from virtually anywhere.