How to use the Zervant mobile app with Android



Invoice list
 
When you open the app, you will right away be brought to your Invoices tab with all invoices listed no matter their status.
  • You can filter your invoices by their status like in the web app or see more details of an invoice by tapping on the invoice.
  • You can mark as invoice as paid by selecting an invoice, and tapping on the status button in the middle of the screen. From this view, you can also send the invoice, edit or delete it.
 
 

Invoice creation
 
1. You can create a new invoice by tapping on the big green plus on the bottom right-hand corner of the screen. This takes you to the editor, where you can select your client, add your invoice rows and specify any other details you wish to include.
 
 
From the settings icon at the top, you can specify other aspects of your invoice, such as discount, reference number, currency and the language of the invoice.
 
Using the three dots icon next to ADD ITEM, you can add titles, text fields and subtotals to your invoice.
 
2. Once you're ready to send your invoice, tap on either NEXT to preview the invoice, or the three dots icon beside it to save the invoice as a draft. From the preview, you can click on the arrow in the top right-hand corner to send your invoice.
 
The current delivery options supported in the mobile app are:
  • Send by email
  • Download PDF
  • Share with a link
  • Approve and close
 

Customers and products
 
By tapping on the three horizontal lines in the invoice list (top left-hand corner), you can navigate to your customer and product lists.
 
 
Here, you can add customers and products via the green plus button, along with add any additional information. To add them to your registry, tap on the check mark icon in the top right-hand corner.
 
 
Additional features
 
For now, you can also read more about our application from the About us section or contact our customer support by opening the tab Support. We are constantly improving the app and will expand the list of supported features in the future.




Last Updated: Sep 12, 2019 02:39 PM

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