The upgraded 'Accounting' tab on all Exchange mobile apps

We’ve upgraded the look and feel of the ‘Accounting’ tab on all Exchange mobile apps – to make raising, sorting, and filtering invoices a better experience for you!

 1. See all invoices on your booking screen

View each invoice ­– and its payment status – in one place.

2. Tap on an invoice to view delivery and load details

 You can also edit, email, view or download your invoices.

• For Android users, your invoices will download as a pdf
• For iPhone users, your invoices will open in the app

3. Create new invoices

 Click the ‘+ Create Invoice’ to create new invoices for:

• Bookings completed on the Exchange
• Bookings completed off the Exchange

4. Filter your existing invoices

 You can filter your invoices by:

• Customer
• Invoice date or due date
• Invoice status

 To do this, click the filter icon at the top right 

Then filter your existing invoices accordingly. Once you’ve chosen the correct filters, click ‘Apply filters’.

If you have any questions, please submit a support request here.