How to manage invoicing on the app

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In this lesson you will learn how to approve an invoice directly within the mobile app. You must have permission to use the Invoicing feature in ServiceM8 - by default, Business Owners and Finance staff have this capability.

Tap 'More' then 'Invoicing'

From the main screen, tap More... then tap Invoicing

Browse jobs Awaiting Approval, Awaiting Payment, and Paid

In the Invoicing screen, swipe up or down to browse a job for approval, awaiting payment and paid jobs.

Tap a job Awaiting Approval

Tap a job from Awaiting Approval list

Tap 'Approve invoice' to proceed

Tap Approve invoice to proceed

Once approved, the job will move to Awaiting Payment or Paid

Once approved, the job will move to Awaiting Payment or Paid

That's it! You can also review it from the Invoicing page > Awaiting Payment page online.

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