Basics

Change the customer on an Estimate or Invoice

The customer on an Estimate or Invoice cannot be changed from within Street Invoice. If you need to change the customer, as long as no payments have been made on the invoice or estimate, contact support@streeti...

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Track Costs & Profits

To track item costs and your profits: Open the invoice line item. Enter the Cost for that line item. Save the invoice. Your profits are automatically calculated as your total sale minus item co...

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Save without sending

Q: I want to save my invoice, and I only see a button that reads "Save & Send". I am not ready to send it now. How can I just save the invoice? A: On the left side of the screen, towards the bottom, you'll...

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How to view compact or compressed invoice list

With version 1.7 Street Invoice has introduced an expanded invoice list view, that offers a deeper view into the status of your invoice. You can also switch back to the condensed view. Just tap the icon on the ...

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How to filter invoice list view

Smartphone Tap the Filter icon on the bottom left of the screen. Select the filter you would like to apply. You can select: Date Terms Sales Rep Sent Status (Company) Customer Amount Tap Apply....

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View invoices

1. Search Tap to begin searching. Results will appear as you type. Tap Advanced Search to search within invoices. 2. Switch to Condensed View Revert to the classic condensed view to display more invoice...

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Change Invoice Date

Smartphone Open the invoice. Tap the Invoice Options icon (on the top bar of the screen) Change the invoice date. Tap the Checkmark or press Done and Save the invoice.

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Re-arrange invoice items

You can change the order of invoice items within an invoice. Mobile Select Re-order items from the menu. Drag the items to re-arrange them. Tap Done. Desktop Select an invoice line that ...

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An invoice seems to be missing

You may need to clear the filter on your invoice list. If you see Filter On in the bottom left corner, tap that icon, and tap clear. Tap the search icon and type in the invoice number. ...

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