Using The LeadConnector 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.

When it comes to managing invoices on the go, subaccount admins and users can simply create, view, and manage invoices directly from their mobile devices, either from the dedicated Invoices section or the Point-of-Sale (POS) area. This article will guide you through the key features, benefits, and easy steps to use the invoicing flow.

Key Features and Benefits

• Invoice Dashboard: Gain a clear overview of your earnings, with visual representations of amounts collected versus outstanding payments.
• Invoice Listing: Easily access and filter all invoices (draft, due, paid, etc.) in one place, whether created on mobile or web.
• Interactive Invoice Cards: Perform quick actions such as editing, recording payments, or converting invoices to templates with simple tap, long-press, or swipe gestures.
• 4-Step Invoice Creation Flow: Create invoices in under 45 seconds with a streamlined process:
  1. Initial Details: Add the recipient, start date, due date, and set payment frequency for recurring invoices.
  2. Items: Select products from your catalog or add custom items, including taxes and quantities.
  3. Terms and Notes: Review and set invoice terms, including late fee conditions.
  4. Review and Send: Make final adjustments, add discounts, and preview the invoice before sending it out via email or SMS.
• Real-Time Tax Selection: Easily apply taxes linked to products using the mobile or web product settings.
• Partial Quantity Support: Add precise quantities with up to two decimal places, perfect for services or products sold in fractions.
• POS to Invoice Conversion: Quickly generate invoices from POS transactions, with all essential details auto-filled.

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

Click on 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.

How to Use the Mobile Invoicing Feature

1. Access the Invoices Section:

• Open the mobile app and tap the hamburger menu on the top left .
• Select "Invoices" to view the dashboard with collected and pending payments.

2. Create a New Invoice:

• Tap the floating "+" button at the bottom right.

• Choose between a one-time or recurring invoice.

3. Fill Out the Invoice Details:

• Enter the recipient’s information, start date, and due date.

• For recurring invoices, set the payment frequency.

4. Add Items and Taxes:

• Select products from your catalog or add custom items.

• Include a one-time setup fee for products when creating a recurring invoice. The setup fee will be applied to the first invoice, while subsequent invoices will only reflect the regular recurring costs. Ensure you have a recurring product assigned to the invoice.

• Adjust the quantity and select applicable taxes.
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5. Set Terms and Notes:

• Define your invoice terms, including any late fee conditions.
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6. Review and Send:

• Review all details, apply discounts, and preview the invoice.
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• Choose the delivery method (email, SMS, or both) and send.

7. Manage Invoices:

• Swipe left on any invoice card to reveal actions like editing or recording payments.
• This is the final look of the invoice.

Hardware Support for Payments Terminal on Mobile and Tablet

Mobile payments support payment terminals. These allow users to connect select Stripe-sold terminals to the mobile app for payment acceptance. Businesses can accept payments by tapping, inserting, or swiping cards on devices like the Stripe M2 reader and BBPOS WisePOS E. 

A hardware settings page has been added to help users manage terminal connections and updates easily. This simplifies the payment process for businesses, allowing them to process transactions directly through their mobile devices.

To use this feature:

Click on the gear icon to go to Settings > Payment Device and ensure the terminal is connected through the mobile app’s settings page and keep the app open during device updates.

Now, when you need to make a payment, simply click “Pay via Hardware”. The rest of the steps are the same for all payment instruments.

Availability is only for LeadConnector app version 3.84 or higher.

Pro Tips

• Link Taxes to Products: Before creating invoices, ensure taxes are linked to products in the product settings. This will streamline tax selection during invoice creation.
• Use Templates for Recurring Invoices: Save time by creating invoice templates for frequently used formats. Access these templates in the Invoices section.

FAQ

1. Can I create recurring invoices?
Yes, when creating a new invoice, you can choose the recurring option and set the payment frequency.

2. How do I apply partial quantities in an invoice?
Tap the quantity field while adding items, and enter the relevant amount with up to two decimal places (e.g., 1.25 or 4.50).

3. What payment options can I record for an invoice?
You can record payments using tap-to-pay, cash, saved cards, or manual entry.

4. How do I convert a POS transaction into an invoice?
During a POS transaction, add items and select "Convert to Invoice" on the payment screen. The invoice will be auto-filled with details from the transaction.

5. What happens if I don’t link taxes to products?
If taxes aren’t linked in the product settings, you’ll need to manually add applicable taxes during invoice creation, which can slow down the process.

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