What is Receipt Bank's Invoice Tracker?
Invoice Tracker is a new feature in Receipt Bank that keeps track of your invoices to understand what to pay and when. You get an immediate and simple overview of what is owed, which helps you work out when it is best to pay. Invoice Tracker takes out the hassle of keeping track of your invoices, so you can focus on running your business.
During the initial early-testing period, the Invoice Tracker is a separate mobile app to Receipt Bank, which you will need to download through a system called Testflight.
How to use the Invoice Tracker
Note: The Invoice Tracker app is compatible with devices running iOS 11 or later.
- You will receive a link to download the TestFlight app from the App Store and access the Invoice Tracker. You should install TestFlight on the iOS device that will be used for testing during the testing period.
- Once TestFlight is installed, tap the link (in the access email - see above) and follow the onscreen prompts.
- The Invoice Tracker will be installed as a new application, and can be identified by its Receipt Bank icon on a white background.
- Launch the iOS app and login using your normal Receipt Bank username and password. The Invoice Tracker app can be used in addition to the current Receipt Bank app, and all data will be synced across both applications.
- Submit documents in the same ways as you would to Receipt Bank: the Invoice Tracker contains its own camera function, but items can also be sent via email, Fetch, or any other Receipt Bank submission method.
- Submitted items are separated into paid and unpaid, and then into overdue, upcoming and past payments in various date ranges. Tap the arrows to move between Today, 7 Days, 14 Days, and 30 Days.
- Tap View Unpaid Invoices or View Paid Invoices to view the inbox, which is split into Unpaid, Paid, and Processing. Each section indicates when an invoice is to be paid, or when it was paid.
- Tap an invoice to view and edit its details. Once you have paid an invoice, tap Mark as Paid.
- Once the invoice has been marked as paid, it will be moved to the Paid section of the inbox.
- Items can then be processed through Receipt Bank as usual, and published to accounting software. If your accountant or bookkeeper uses Receipt Bank on your behalf, they’ll also be able to start processing your accounts. Publish the item in the Invoice Tracker by tapping the menu icon in the top-right, then tapping Publish:
Anything submitted through the Invoice Tracker can be viewed, edited, and published in Receipt Bank. Similarly, anything submitted through Receipt Bank can be viewed, edited, and published in the Invoice Tracker.
The Paid status is provided by you to Receipt Bank. We currently do not pull across the paid status of invoices from your integration.