Basics

How can I see a preview of my invoice or receipt?

Windows PC To preview an invoice: Select the invoice from the invoice list. Click Print / Email Invoice Click Print. The PDF version of the Invoice will open. Smartphone In th...

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How do I create an Invoice? (with VIDEO)

Street Invoice 1.5 or later: 1. Create New invoice:​ From the Street Invoice Home Screen, touch Invoice. Touch + (plus sign) to begin creating a new Invoice Select the customer for this invoice. ...

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How do I convert an Estimate to an Invoice?

Smartphone Open the estimate and select Convert to Invoice from the Menu. Tap Save to complete. ​Windows PC 1. Open the estimate and click Convert to Invoice. ​2. Click Yes to confirm, ...

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How do I delete an invoice?

Note: If you delete an invoice that has payments applied to it, the payments will not be deleted, and the payments will still apply as a credit to the customers balance. You can also "void" an invoice. It will...

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How do I add a note to an invoice, estimate or receipt?

The message will appear on the bottom of your printed or emailed invoice, estimate, or receipt. Smartphone 1. In the main screen of your invoice, touch Invoice Options (or Estimate Options). 2. ...

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Send PDF Invoice from my device with attachments

You can customize your outgoing invoice emails, and add any attachments, such as contracts, waivers, warranties or any images, to your estimates or invoice. Here's how: Smartphone Select Share Invoic...

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How do I void an invoice?

When you void an invoice, it will not be calculated in the customer’s balance, but it will still appear among your invoices. Note: If there are any payments applied to the invoice, you will have to remove those...

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How does Street Invoice automatic sync work?

Note: You will need Street Invoice for Android version 1.4 or later for automatic sync to function. Android and iOS devices sync automatically. (BlackBerry 10 users can initiate the same type of sync manually,...

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How does Street Invoice Cloud work?

Street Invoice lets you access your customers, items, invoices, estimates, payments and more, from whatever device you're on -- your desktop, laptop, smartphone or tablet. No setup is required. Just sign in to...

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How to Sort Invoice and Payment lists

You can sort the Invoice, estimate, payment, credit or refund lists by any of the columns: Item number, customer name, date, or amount. On your Mobile Tap on the "Sort" button on the bottom of the scree...

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