Invoices & reminders from mobile

The mobile app isn’t limited to viewing your invoices: you create them, you chase overdue ones, and you can even validate an accounting piece — the sales cycle closes on the phone.

View invoices

The invoice list offers four tabs: All, Unpaid, Overdue, Paid, each with a count, a search and infinite pagination.

The Sales tab: all your invoices, filtered by status, with amounts in CFA francs.

An invoice’s detail shows the amounts (excl. VAT / VAT / incl. VAT / deposit), the payment status, an overdue badge beyond 30 days, and the reminder history.

Create an invoice

1. Tap the + at the top of the invoice list.

2. Select an existing customer, or create one on the fly (the 411 sub-account is created automatically).

3. Add the lines (description, quantity, unit price, VAT). The excl. VAT / VAT / incl. VAT totals compute live.

4. Save: the invoice is created as a draft and you are taken to the piece to validate it.

Invoice creation: customer, due date, withholding tax — all from the phone.

The draft, then validation

Creating the invoice produces a draft. Validation — which seals the entry — happens at the piece step (see below). The server remains the barrier: role, open fiscal year, immutability once validated.

Chase an overdue invoice in a gesture

On an overdue invoice (or from the Activity screen), tap Send reminder: after confirmation, the reminder goes out according to your configuration. The reminder history is updated.

Other actions on an invoice

From the detail, you can also send by email, mark as sent specifying the channel (WhatsApp, manual email, printed, SMS, other) and link a bank transaction when an amount is still due.

Validate an accounting piece

This is what closes the field → accounting loop. From the Pieces tab:

1. Open a piece with the draft status.

2. Check the entry schema (number, debit/credit lines).

3. Tap Validate (right required). The piece is sealed and the entry appears.

Aware of the approval circuit

If an approval circuit is active, the app clearly indicates it: instead of a false “validated”, you see “request created”. The real validation happens at the last approval. See the approval engine on the settings side.

Further reading

• Create a customer invoice (web) — the full journey
• Automatic payment reminders — configure reminders
• Banking & reconciliation — collect the invoice