Invoice Tracker Email PDF 3.1

Invoice Manager Pro provides a comprehensive solution for creating and managing invoices, estimates, purchase orders, and credit memos directly from iPad and iPhone devices. The application supports a range of features designed to facilitate financial document handling for various business types.

Key features include:

• Compatibility with both product-based and service-oriented businesses.
• Support for managing multiple companies within a single application environment.
• Configurable invoice settings at the company level, with the ability to override specific settings at the individual invoice level.
• Multiple invoice templates to suit different branding or format requirements.
• Adjustable tax configurations to accommodate various taxation policies.
• Automated calculations for subtotal, discounts, taxes (based on percentage), as well as total amounts, payments received, and outstanding balances.
• Generation of invoice PDFs with options to preview before sending via email to the customer.
• Profit and loss calculations integrated into the financial overview.
• Expense tracking capabilities at the invoice level and for miscellaneous expenses.
• Support for products with multiple units of measurement, including Kg, lbs, meters, tons, among others.

Reporting functionalities encompass:

1. Sales reports segmented by monthly, quarterly, and yearly periods, with list and itemized views.
2. Purchase reports covering similar timeframes and details.
3. Payments reports categorized by monthly, quarterly, and list views, also including type-specific breakdowns.
4. Expense reports organized by list and category.
5. Customer reports that facilitate sales and payment tracking over time.

The application also includes robust file management features:

• A fully functional local file manager for organizing business documents into folders.
• Integration with cloud storage services such as Google Drive and OneDrive, allowing direct access from within the app.
• Options to upload and download documents seamlessly between local storage and cloud drives.