Viewing sales invoices in the Netvisor mobile application
In the Netvisor mobile sales invoice section, you can view existing sales invoices and also create new sales invoices. In the sales invoice view, you can choose whether to display all the company's sales invoices or only your own offers, orders, and invoices. The view shows the number and total value of offers, orders, and invoices. You can also drill down into orders and invoices to check order and invoice-level details.
New invoice: You can select a customer and products already established in Netvisor for the invoice.
From the invoice row selection, you can add existing product rows to the invoice. If a product is missing, it must be added via the browser version of Netvisor. You can also add text rows and subtotal rows to the invoice.
Once the necessary rows are added, you can save and preview the invoice or save it as a draft.
Approve for sending: When the invoice is ready, you can approve it on mobile. After this, the invoice is ready to be sent in the browser version of Netvisor. You can also automate the actual sending of invoices in the browser version of Netvisor, allowing invoices approved on mobile to be sent completely automatically.
Copy old invoice: Save time and create a new invoice using a previous invoice as a template.
Sales invoice view options
You can choose whether to display all the company's sales invoices or only your own offers, orders, and invoices. The view shows the number and total value of offers, orders, and invoices. You can drill down to the invoice level and view existing invoices.
Keywords: Netvisor mobile application, Sales invoices, Offers, Orders, View
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