What is Receipt Bank's Invoice Tracker?
One of small business owners’ most stressful tasks is trying to keep track of upcoming payments, and managing their cash flow to keep their business running. Receipt Bank’s Invoice Tracker is a dedicated tool that enables your clients to do just that.
The Invoice Tracker is an outgoings management tool that gives your clients an immediate, simple and clear overview of their past and upcoming payments, so they have the confidence to make the right decisions for their businesses.
During the initial early-testing period, the Invoice Tracker is a separate mobile app to Receipt Bank, which your clients will need to download through a system called Testflight.
How do clients use the Invoice Tracker?
Note: The Invoice Tracker app is compatible with devices running iOS 11 or later.
- Your client will download the TestFlight app from the App Store onto the iOS device that will be used for testing during the testing period.
- Once TestFlight is installed, your client should tap the link (in the access email - see more information below) and follow the onscreen prompts.
- The Invoice Tracker will be installed on your client’s device as a new application, and can be identified by its Receipt Bank icon on a white background.
- Launch the iOS app and your client should login using their 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.
- Clients submit documents in the same ways as they 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 methods.
- Submitted items are separated into paid and unpaid, and then into overdue, upcoming and past payments in various date ranges: 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. If the invoice is unpaid, tap Mark as Paid in the top-right once the payment has been made.
- 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. 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.
How do I give my clients access to the Invoice Tracker?
Contact your Receipt Bank Account Manager and they can get sent out to your clients a link to access Testflight. This is a service that Apple provides to host apps during testing periods.
Don’t know who your Account Manager is? Get in touch at firstname.lastname@example.org and we’ll connect you.