SalesVu technical support shows how to check quote and invoice status in the app. View all invoices lists what you've sent, open any item to see details or update it, and online card payments auto-mark as paid while cash and checks need manual marking.
Today we're going to show you how to view the status of each quote or invoice. First touch on View all invoices. From here you can see all the quotes and invoices that have been emailed. You can touch on the individual invoices to see the details or you can update them. Now we're going to switch to invoices. Here you can actually see which invoices have been paid and which are still due. If the customer submitted the credit card payment online, it will automatically be marked as paid. If not, then you can also mark these invoices as paid if you took cash or check. Thanks for watching. Let us know if you have any questions.
