Manage Invoices Using the Marketing 360® Mobile App

With the Marketing 360® Mobile App and Marketing 360 Payments, you can quickly create new invoices, see current invoices, and edit invoices while you’re on the go. 

Manage Invoices

1. Navigate to the Payments page, then select Invoices from the top navigation. 
   
   
   
   
2. Here, you can view the total invoice amount from the last 90 days.
   
   
3. Click into an invoice to view more details about that invoice.
   
   

Resend An Invoice

1. To resend an open invoice, click into the invoice and then click the Send Invoice button. 
   
   
   
   
2. This will bring up a prompt that asks if you want to send the invoice to the customer’s email. Click Send to resend the invoice to the email shown. 
   
   
   

Change the status of an invoice

• To change the status of an open or overdue invoice, first select the invoice you would like to edit. 
  
  
• Then, use the overflow menu on the top right corner, and click Change Status. 
  
  
  
  
• From here, you can mark  the invoice as paid, void the invoice, or mark it as uncollectible. ​​ 
  
  
  

Issue a credit note on an invoice

1. To issue a credit on an invoice, select the overflow menu on the top right corner, and click Issue a Credit Note. 
   
   
   
   
2. Select the items to refund, and the reason for the refund. 
   
   
3. Click the blue Credit button to issue the credit.  
   
   
   
   

Download an invoice

1. Select the invoice you would like to download from your Invoice overview page.
   
   
2. Select the overflow menu on the top right corner, and click Download Invoice. 
   
   
   
   
3. Click to download the invoice to your mobile device.