Under Invoices you find the company's invoices. You can open the individual invoice, book it, send it by email and take payment.
Search the invoices, and change organizational unit at the top.
Tap an invoice to open it.
On the invoice you see customer details and lines, including customer, contact person, address, email, phone, requisition number, currency, invoice date and line items with quantity and amount. Address, email and phone can be opened directly in the map, mail and phone app.
With Book you book the invoice (you confirm first). If it is set up, the app can automatically suggest sending the invoice by email once it has been booked.
Send by email lets you choose the required report and opens the mail window, where you specify:
Recipients (chosen from the customer's contacts).
Subject and message (you can insert ready-made text snippets).
Any attachments.
The report is generated automatically and attached to the mail as a file. You can tap the attachment to view it before sending.
The invoice can only be sent once it is fully booked.
Pay starts a card payment of the invoice via Softpay. Here too, the invoice must be fully booked, and Softpay must be set up on the organizational unit in Financial.
Which invoice reports you can choose is controlled by the report setup in Financial.
The app sends the report you choose. If you need a report in another format – for example Excel – it is generated in Financial.
Automatic mail after booking is controlled by a setting that support can help you set up.
If you cannot see the menu item, you probably do not have permission for it – contact support.
Want to know more?
Read more in these related articles:
Sales orders
Create and work with sales orders in Sapera Mobile: line items, barcodes, time logging, collecting items, invoicing, payment and SMS.
Invoices
Complete walkthrough of the invoice overview and the invoice editor in Financial: fields, invoice lines, all actions, the state flow and the tabs at the bottom.
