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How to manage your AR tasks on the Mobile App?
How to manage your AR tasks on the Mobile App?

Monitor and handle your receivables on the go. Quickly track pending actions, update client info, and follow up effectively.

Updated over 3 weeks ago

How to track Follow-up Actions?

  • Go to Follow-up Actions at the top of the Clients list.

  • Choose filters by Client or Type to refine your view.

  • Tap any action to see details (client, invoice status, etc.)

  • Mark as Done or Cancel once you’re finished.

  • For Letter actions, you must use the Desktop app to send the letter.

How to manage your Client List?

  • In the Clients tab, see all your clients with pending invoice counts.

  • Instantly spot outstanding and due amounts (in red).

  • Tap on a client to see:

    • Outstanding Amount

    • Due Amount

    • Average Payment Delay

    • All pending invoices (read-only; open PDF if available)

    • Contacts (you can add, edit, or remove them and create notes)

💡 Tips

  • Use the Filters on the Follow-up Actions list to focus on the most urgent tasks.

  • Always keep your app updated to benefit from the latest improvements.

  • Add notes on the go to keep real-time updates on contacts or listings.

FAQ ❓

Can I edit an invoice directly from the mobile app?

No. Mobile access only lets you view invoice details. To edit invoices, please use your Desktop app.

Why can’t I send letters from my phone?

Sending letters is only supported on Desktop. You can view the action details on mobile, but must switch to Desktop to complete it.

How do I delete or update a client contact?

Open the Clients tab, select the client, go to Contacts, and tap on the contact you want to edit or remove. You can save changes instantly.

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