Invoice & Estimate with Alto is a powerful tool that helps entrepreneurs manage the invoicing process. It addresses the challenges that today’s users face by ensuring a secure and efficient exchange of documents with your business partners and clients.
Alto e-invoicing is user-friendly and combines many useful features with advanced functionality. In this series, we walk through the app and explain it.
- App Walkthrough Part 1: Clients
- App Walkthrough Part 2: Settings
- App Walkthrough Part 3: Invoices
- App Walkthrough Part 4: Projects
- App Walkthrough Part 5: Vendors & Expenses
- App Walkthrough Part 6: Estimates
- App Walkthrough Part 7: Reports
The Invoices tab displays a list of all your invoices. If you want to view invoices for a particular client, go to the Clients tab, select a name, and tap the Invoices row.
Create an Invoice
To create a new invoice, tap the Plus icon at top right.
To modify any existing invoice, open the invoice and tap Options then Edit.
To edit any field, just tap on it.
Title is the name of this document as it appears in your invoices list.
ID is the identifier that will appear on each invoice.
Tap Choose Client to change which client this invoice is assigned to.
Touch Date to set the invoice date.
Tap Due to assign a payment due date. The options are:
- Upon receipt
- 7 days
- 14 days
- 30 days
- 60 days
- Other: Tap to assign a specific date
To add a new item, tap Add Product.
Enter the Quantity, Unit (Options are hours, days, services, products, items, or expenses), and Price for your item.
The Description can be custom text, selected from a list of tags, or both.
Repeat for as many products as you want to include. In a future article, we’ll show you how to automatically generate new invoices using recorded time and expenses as products.
Tax and Discount
If your product requires sales or other taxes, you can include up to two. Tap Tax 1 and Tax 2 and enter a description and percentage to add them.
If you want to provide a discount for this invoice, tap Discount and enter an amount.
Invoice & Estimate with Alto will automatically calculate them into the total.
Notes and Attachments
Each invoice includes a thank you message in the Notes field by default. Touch Notes to edit or delete this message.
You can include attachments in the web version of your invoices. Tap Add Attachments to choose files from your Dropbox account or photos from your device.
You can include four types of digital payment. These will only be visible on the web version of your invoice.
- Pay via Stripe
- Pay via Cash app
- Pay via PayPal
- Pay via Bitcoin
To include any or all of these payment options, tap the toggle and enter your ID as requested.
Review Invoice Details
You can view your invoices in two ways, either in Web or PDF mode. Both include the same information, but the web view also includes links for attachments and digital payment options.
You can manage this invoice using the buttons at the top right of the screen.
Tap Options to:
- Open in Safari
- Share / Print
Tap Send to open the Send Invoice screen and create an email with a link to view the invoice online.
On this screen, you can:
- Select recipients
- Customize the description
- Include a PDF version
- Personalize the email message
Tap the Eye icon to preview how your email will look.
If everything looks good, tap the Paper Airplane icon to send. Your client will receive the message almost immediately.
Once the invoice has been sent, the Send button changes to Add Payment.
When you’re received funds, tap this to enter the date and amount of payment. In a future article, we’ll look at how Invoice & Estimate with Alto uses this information to generate reports.
Invoice & Estimate with Alto was built for Freelancers, Consultants and Small Businesses, by a creative team of Freelancers and Small Business makers.
Create your free account today and discover why 30,000+ Freelancers and Small Business Owners love Invoice & Estimate with Alto.