invotrak on the iphone
DESCRIPTION
Check out how to create and manage invoices and timesheets on your iPhone or iPod Touch using the FREE Invotrak app. Create and track invoices, create and send PDF copies to your clients, record time spent on projects, and manage client contact information all from your iPhone.Designed for freelancers, small-business owners, consultants, and anyone who issues invoices, the Invotrak app on the iPhone can be used anywhere. Create professional invoices using your phone, email them to your clients, track payments, and more.This slideshow shows off the unique and handy features of the Invotrak application.TRANSCRIPT
INVOTRAKON THE IPHONE
Manage your invoices, timesheets and morewhile on the go, for FREE, on your iPhone or iPod Touch
invotrak.com
Manage Invoices
‣ Track your currently outstanding and paid invoices
‣ Overdue invoices are in red
‣ Tap the + icon to create a new invoice
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‣ Enter invoice details (like amount and due date)
‣ Add line items and entries from your timesheet
‣ Save automatically syncs with invotrak.com
Create an Invoice
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‣ See an invoice’s details, including it’s due date
‣ The app reminds you when an in invoice is paid or overdue
‣ See current line items for the invoice
View Invoice Details
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‣ Line items are either total amounts or based on hours worked.
‣ Invotrak automatically adds up line items
‣ Tap the Generate button to create a PDF
Invoice Line Items
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‣ Create professional, stylish looking invoices as PDF files
‣ Automatically stores these PDFs on invotrak.com
Create PDF Files
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‣ Use the built-in templates to give your invoices extra flare
‣ Email invoices to your clients or customers
Invoice Templates
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‣ Track the time you spend on projects using Invotrak
‣ Automatically syncs with invotrak.com
‣ Create entries for different dates
Timesheets
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‣ Timesheets can be added using the timer function
‣ More accurately tracks your billable hours
‣ Set details for an entry and save it
Add Timesheet Entries
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‣ Manually enter durations for timesheet entries
‣ Modify existing entries to be the correct duration
Manual Timesheets
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‣ Keep important client information available
‣ Some clients are inactive if you’re not currently doing work for them
‣ Tap a client name to get more info
Clients
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‣ Get important contact information for your clients on your iPhone
‣ Tap phone number or email to contact
‣ Hourly rate determines how to calculate timesheet entries
View Client Details
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‣ Make modifications to your contact’s details while on site
‣ Other users on your invotrak.com account can also view this information (except employees!)
Edit a Client
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GET STARTED
Signup for an account at invotrak.com
Free accounts are available (upgrades start at $9/month)
The Invotrak iPhone app is free in the App Store!
Copyright 2009 Draconis Software LLC