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INVOTRAK ON THE IPHONE Manage your invoices, timesheets and more while on the go, for FREE, on your iPhone or iPod Touch invotrak.com

Invotrak: Invoices and Timesheets on the iPhone

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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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Page 1: Invotrak: Invoices and Timesheets on the iPhone

INVOTRAKON THE IPHONE

Manage your invoices, timesheets and morewhile on the go, for FREE, on your iPhone or iPod Touch

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Page 2: Invotrak: Invoices and Timesheets on the iPhone

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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Page 3: Invotrak: Invoices and Timesheets on the iPhone

‣ 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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Page 4: Invotrak: Invoices and Timesheets on the iPhone

‣ 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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Page 5: Invotrak: Invoices and Timesheets on the iPhone

‣ 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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Page 6: Invotrak: Invoices and Timesheets on the iPhone

‣ Create professional, stylish looking invoices as PDF files

‣ Automatically stores these PDFs on invotrak.com

Create PDF Files

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Page 7: Invotrak: Invoices and Timesheets on the iPhone

‣ Use the built-in templates to give your invoices extra flare

‣ Email invoices to your clients or customers

Invoice Templates

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Page 8: Invotrak: Invoices and Timesheets on the iPhone

‣ Track the time you spend on projects using Invotrak

‣ Automatically syncs with invotrak.com

‣ Create entries for different dates

Timesheets

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Page 9: Invotrak: Invoices and Timesheets on the iPhone

‣ 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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Page 10: Invotrak: Invoices and Timesheets on the iPhone

‣ Manually enter durations for timesheet entries

‣ Modify existing entries to be the correct duration

Manual Timesheets

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Page 11: Invotrak: Invoices and Timesheets on the iPhone

‣ 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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Page 12: Invotrak: Invoices and Timesheets on the iPhone

‣ 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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Page 13: Invotrak: Invoices and Timesheets on the iPhone

‣ 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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Page 14: Invotrak: Invoices and Timesheets on the iPhone

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