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How to View Invoices and Download Receipts in the Mobile App

This feature is crucial for keeping track of your expenses and ensuring accurate financial records. By easily accessing your invoices and receipts, you can monitor your spending habits and prepare for tax season. Additionally, having digital copies readily available reduces the risk of losing important documents.

Here are the steps to view invoices and download receipts in the Mobile App:



1. Go to Revenue > Settings > Receipts and tick on "Enable automatic sales receipts for payments".

2. You can change the Title of your receipts, Receipt Prefix and Receipt start number.

3. Additionally, customize the From Name, From Email, Subject, and Email Template to suit your preferences and click Save.


Download Receipts In the Mobile App

You can access this feature by clicking the "Double Arrow Icon" button on the bottom right corner of your mobile device.

Click "View Breakdown"

To download the receipts in PDF format, "Click here".


Click "Download Receipt"

Using this feature, you can send and share your receipt via airdrop, email, text or Bluetooth.

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