Using The LeadConnector Mobile App: Invoicing

Key Features and Benefits

Mobile invoicing helps you collect payments faster and keep records updated—without waiting to get back to your desk.

• Invoice dashboard: View key numbers like earnings and outstanding balances.
• Invoice listing: Filter invoices by status (draft, due, paid, etc.).
• Interactive invoice cards: Quickly edit, record payments, or take action from the list view.
• Fast invoice creation: Add details, items, terms, and send from your phone.
• Real-time tax selection: Apply taxes that are linked to products (when configured).
• Partial quantities: Use decimal quantities for precise billing.
• POS conversion: Convert a POS sale into an invoice with details auto-filled.
• Hardware payments: Accept card payments with supported Stripe/terminal devices (when available).

How to Use Mobile Invoicing

Create one-time or recurring invoices, add items and taxes, then send by email/SMS while tracking status from the dashboard.

1. Open the Invoices section from the main menu.
2. Tap the + button to create a one-time or recurring invoice.
3. Enter the recipient, start/due dates, and set the frequency (if recurring).
4. Add catalog items or custom items, then adjust quantities (including decimals).
5. Select applicable taxes (linked taxes will save time if already set up).
6. Set terms (late fees, notes, and other conditions as needed).
7. Preview and send via Email, SMS, or both (based on your options).
8. Track invoice status (draft/due/paid) from the invoice list/dashboard.

Recurring Invoices and Partial Quantities

If you bill clients on a schedule (monthly retainers, memberships, maintenance, etc.), recurring invoices can reduce repetitive work.

• Recurring invoices: Choose recurring during creation, then select a billing frequency.
• Partial quantities: Enter quantities with up to two decimals (example: 1.25).
• Best practice: Use catalog items for consistent names, pricing, and taxes.

Receipts and POS Transactions

If you use POS on mobile, you can often share receipts immediately and convert POS transactions into invoices when needed.

• Enable receipt behavior in the web app under Payments settings (if available).
• Complete a POS sale and share the receipt by text or email (based on your configuration).
• Convert to Invoice: Use the Convert to Invoice option to auto-fill an invoice from the POS transaction.

Taxes: Link Them for Faster Checkout

Linking taxes to products can speed up invoicing because taxes will appear automatically when you add catalog items.

• If taxes are linked to products, you can select them quickly during invoice creation.
• If taxes are not linked, you may need to add them manually each time.
• Confirm your tax setup in the web/desktop app so your team uses consistent rates.

Hardware Support

Some accounts support in-person card payments using compatible devices (for example, Stripe-supported terminals).

• Connect devices from mobile under settings such as Payment Device (if available).
• Accept tap, insert, or swipe payments depending on the hardware and configuration.
• Keep the app updated to access the latest payment and device features.

Pro Tips

• Link taxes to products: Faster invoice creation and fewer mistakes.
• Use recurring invoices: Ideal for retainers and repeat billing.
• Use list actions: Edit or record payments quickly from invoice cards.