Menu > Business Info > then update the business logo, name, address, phone number, email, tax rate, and currency.
Go to Menu > Add Customer > You can either add a new customer manually or select an existing one from your contact list.
On the customer list, swipe right on the customer you wish to update, then tap the edit button to modify their details.
On the customer list, swipe right on the customer you wish to remove, then tap the delete button and confirm deletion.
Select a customer, open the menu, tap 'Invoice', click Customize, choose Invoice or Estimate, and customize colors. Then, text, email, or share your PDF invoice.
Tap 'Customize' in the invoice preview, pick a new accent color, and the PDF will update automatically.
Tap 'Invoice' in the invoice preview. Click Send Document to open the share sheet and text or email your invoice. You can also AirDrop it or save it to Files.
Select a customer, open the Menu, then tap Add Task to create a new work or task item.
In the task details screen, swipe left on a task, then tap the complete button to mark it completed or undo completion.
In the task details screen, swipe right on the task you wish to remove, then tap the delete button and confirm deletion.
On the Task details screen, swipe right on the task you wish to edit, then tap the edit button to modify its details.
Subscriptions are managed directly through Apple. On your phone, go to Settings, then tap on your profile icon. Hit the Subscriptions tab, click Invoice Pal, and click Cancel Subscription.