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This slideshow shows off the features of the new Invotrak application for iPhone and iPod Touch. Learn how to create and track invoices, create and send PDF copies to your clients, record time spent on projects, manage client contact information, and more.
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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
invotrak.com
‣ 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
invotrak.com
‣ 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
invotrak.com
‣ 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
invotrak.com
‣ Create professional, stylish looking invoices as PDF files
‣ Automatically stores these PDFs on invotrak.com
Create PDF Files
invotrak.com
‣ Use the built-in templates to give your invoices extra flare
‣ Email invoices to your clients or customers
Invoice Templates
invotrak.com
‣ Track the time you spend on projects using Invotrak
‣ Automatically syncs with invotrak.com
‣ Create entries for different dates
Timesheets
invotrak.com
‣ 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
invotrak.com
‣ Manually enter durations for timesheet entries
‣ Modify existing entries to be the correct duration
Manual Timesheets
invotrak.com
‣ 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
invotrak.com
‣ 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
invotrak.com
‣ 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
invotrak.com
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