You can find all your invoices in you invoice list. This is the default view. You can also select outstanding invoices, drafts, overdue, paid or deleted invoices from the top menu bar.
You can search invoices with invoice number, company name or amount due by clicking on the 🔍 icon.
By clicking on the plus icon on the top right, you can add a new invoice. Read more about creating invoices on your iOS app here: Creating invoices with the iOS app
1. Select an invoice from your invoice list. You can edit, show, delete or approve/send your invoice or draft.
2. Edit your invoice or draft by selecting the invoice and click on the ✏️ icon on the top right
3. Edit the details of the invoice and click "Next" to save the changes.
4. Approve or send your invoice by clicking on the icon and selecting from the options below.
In order to delete an invoice or draft, select the invoice/draft, click on the three dots on the top-right corner and select "Delete".
Change the status of your invoices/drafts
Your invoice automatically changes the status from "draft" to "created" when you approve the invoice (as described above). When sending an invoice through Zervant by email, post or as an e-invoice, the status automatically changes to "sent".
You can mark the invoice as "paid" or "in collection" by selecting the invoice and clicking on the status icon ("created", "sent" or "overdue") in order to change the status. When marking an invoice as paid, you can select between bank and cash.
Unfortunately a full history of the invoice, including creation date and time, sent and viewed status etc., is not yet available for your iOS App. You can view the full history of an invoice on the web version of our software.