How to use the Zervant mobile app with iOS



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 it.
  • You can mark an 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 plus button in the top 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 Invoice number button at the top, you can specify other aspects of your invoice, such as discount, reference number, currency and the language of the invoice. Please note, it is not yet possible to change the invoice number in the mobile app!
 
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 box-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 as PDF
  • Share with a link
  • Approve and close
Customers and products
 
By tapping on the corresponding tab, you can navigate to your customer and product lists.
 
 
Here, you can add customers and products via the plus button, along with add any additional information. To add them to your registry, tap on the save button in the top right-hand corner.
 
Additional features
 
By navigating to the More tab, you can also read more about our application from the About us section or contact our customer support by tapping on Support. We are constantly improving the app and will expand the list of supported features in the future




Last Updated: Aug 28, 2019 11:04 AM

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