itsme invoicey
Mobile screenshot navigation guide
A practical guide captured from the installed Android app on a connected Samsung Galaxy A16. The screenshots are real device captures with company, user, customer, invoice and amount data hidden for safe sharing.
Important: These screenshots have private account details hidden. Confirm the selected customer, company and totals before saving any real document. Features shown depend on your account permissions.
1. Open the app and reach the dashboard
1
Open itsme invoicey from the phone app list.
2
Wait for Bringing your workspace together… to finish.
3
Confirm that the page shows Overview, the refresh status and the main quick actions.
4
If the loading screen remains for a long time, tap Refresh data. If it still does not finish, close and relaunch only itsme invoicey.
2. Use the navigation menu
1
Tap the three-line menu at the upper left.
2
Choose Quotations & proformas, Invoices or Payments under Sales & Payments.
3
Use Find a screen or the global search to find Expenses, Reports, Projects and other modules.
4
Use Company Settings for company profile, logo, document settings, language and theme.
3. Create a quotation
1
Tap New quote on Overview or open Quotations & proformas.
2
Complete the Details step, then continue through Description, Items and Terms.
3
Select the correct customer and verify the auto-filled customer details.
4
Add products or services, quantity, selling price, discount and terms. Review the total before saving.
5
Tap Create document. A quotation is an estimate until your workflow converts it.
4. Create and review an invoice
1
Open Invoices and tap Create invoice, or convert the correct accepted quotation when that option is available.
2
Select the customer and confirm the invoice date, items, prices, payment method and terms.
3
Review stock and payment warnings. Paid or linked documents may become locked to protect accounting history.
4
Tap Create invoice only after checking the document total.
5. Select a customer safely
1
Tap the customer field in a quotation or invoice.
2
Select the matching customer from the list. Do not choose a similar name without checking the address or contact details.
3
Confirm that the document now shows the correct customer before adding items or saving.
6. Expenses and Loss Coverage
1
Open the global search and enter
expenses, then select the Expenses screen.2
Use Add expense for a new operating cost. Select the correct invoice or project link when applicable.
3
Use Loss Coverage to record a loss and select the projects or invoices that cover it. This is an allocation of profit, not a new operating expense.
4
Check the month, year-to-date totals and linked invoice information before saving.
7. Loading and recovery check
The device test reproduced a temporary workspace-loading state after relaunch. Tapping Refresh data recovered the dashboard in the next check.
Back navigation: use the app menu or the app’s visible close controls. On this phone, Android Back can return to the previously used app, so relaunch itsme invoicey if another app appears.
8. Sinhala quick notes / සිංහල කෙටි උපදෙස්
යෙදුම විවෘත කිරීම: itsme invoicey විවෘත කර workspace එක සම්පූර්ණයෙන් load වන තුරු රැඳී සිටින්න. “Bringing your workspace together…” දිගටම පෙනේ නම් Refresh data තට්ටු කරන්න.
Quotation: New quote තට්ටු කර customer, items, quantity, price සහ terms පරීක්ෂා කර Create document තෝරන්න.
Invoice: Invoices → Create invoice වෙත ගොස් customer, date, items, payment method සහ total පරීක්ෂා කර පසුව save කරන්න.
Expense: search එකෙන් expenses සොයා Add expense හෝ Loss Coverage භාවිතා කරන්න. Save කිරීමට පෙර invoice/project link එක නිවැරදිද බලන්න.
ආරක්ෂාව: customer, company සහ ගිණුම් නාම share කරන screenshots වලින් ඉවත් කරන්න.
9. What this device capture verified
| Checked on the connected phone | Result |
|---|---|
| Installed app opens | Invoicey package launched successfully. |
| Overview and Refresh data | Loading state was observed; Refresh data recovered the dashboard. |
| Menu and search navigation | Menu and global search opened the Expenses screen. |
| Quotation and invoice screens | Forms and invoice list opened without saving a new record. |
| Customer picker | Picker opened; no customer was selected or changed. |
| Production data | No record was created, edited, deleted or uploaded during capture. |
This guide is a screenshot supplement to the full visual user guide. It is not a claim that every possible live workflow or every device model has been tested.
10. Customers and suppliers
1
Open Customers or Suppliers from the menu or Find a screen.
2
Create the record with the correct name, address, contact number and email, then save it.
3
Search for the saved record and open it once to confirm the details.
4
Use the saved record in quotations, invoices, purchases and repair or warranty workflows.
සිංහල: Customers හෝ Suppliers module එකෙන් නම, ලිපිනය, දුරකථන අංකය සහ email save කර පසුව Quote, Invoice හෝ Purchase එකේ නිවැරදි record එක තෝරන්න.
11. Products, services and SKU
1
Use Inventory for physical products and Services for work that does not reduce stock.
2
For a product, enter name, SKU, category, unit, purchase cost, selling price, quantity and reorder level.
3
For a service, enter the service name, description, delivery cost if known and selling price.
4
Use the same saved product or service in quotations and invoices. Never use selling price as purchase cost.
සිංහල: Physical product එක Inventory තුළ ද, stock අඩු නොවන වැඩ Services තුළ ද ඇතුළත් කරන්න. Purchase cost සහ Selling price වෙන්ව පරීක්ෂා කරන්න.
12. Purchases and stock
1
Open Purchases and enter supplier, date, product, received quantity and actual purchase cost.
2
Confirm the quantity and cost after saving.
3
Use stock-in or stock-out for later movements instead of creating duplicate products.
4
Remember that services do not change inventory quantity.
13. Payments and invoice follow-up
1
Open the correct invoice and review amount received, balance, status and payment method.
2
Record a payment only after confirming the invoice number and customer.
3
Refresh the invoice list after a payment or another user’s update.
4
Keep payment records linked to the original invoice; do not re-enter the same payment.
14. Projects and profitability
1
Open Projects and select the correct project linked to the document.
2
Review actual revenue, direct product or service cost and allocated project expenses.
3
Use actual purchase or delivery cost—not the selling price—for cost analysis.
4
Quotations remain estimates until conversion. Review net profit and margin after actual revenue and costs exist.
සිංහල: Actual revenue − actual direct cost − project expenses = Net Profit. Quotation එක invoice බවට පත්වන තුරු actual revenue ලෙස නොගන්න.
15. Expense attachments and allocation
1
Open Expenses and tap Add expense.
2
Enter date, category, amount, description and the correct invoice or project link.
3
Attach a receipt image only after checking that it contains no private data intended for public sharing.
4
For a shared expense, use the saved allocation amount or percentage once. Do not duplicate the full expense across projects.
16. Loss Coverage and Company Profit
1
Open Loss Coverage from Expenses.
2
Record the loss date, reason, amount and related project or invoice.
3
Select the projects or invoices covering the loss and enter the recovery amount.
4
Review the outstanding balance before and after saving; never record the same recovery twice.
17. Goods Received, repair and warranty
1
Open the separate Goods Received or Warranty area.
2
Link to a quotation, proforma or invoice when applicable. Keep ordinary inventory separate unless the stock workflow specifically requires it.
3
Enter received date/time, person, contact number, location, item name, fault, inspection and testing notes.
4
For repair, assign the repair centre or supplier and record sent-for-repair and return details.
සිංහල: Goods Received සහ Warranty සාමාන්ය Inventory එකෙන් වෙනම record කරන්න. Quotation හෝ Invoice link කළ හැකි අතර received date, person, location, fault සහ testing note දාන්න.
18. Backup and restore
1
Open Backup & Restore from Administration.
2
Create a backup and keep the
.invoicey file in a secure location.3
Before restoring, confirm the active company and keep a separate recovery copy.
4
Restore only a verified backup, then refresh and check customers, documents, expenses and settings.
සිංහල: Backup & Restore වෙතින් .invoicey file එකක් ගෙන ආරක්ෂිතව තබන්න. Restore කිරීමට පෙර company එක සහ recovery copy එක පරීක්ෂා කරන්න.
19. Company settings, theme and language
1
Open Company Settings for profile, logo, bank, tax, currency and document terms.
2
Use the theme control for light or dark mode, then refresh once and confirm the choice remains.
3
If a language choice is available for your account, choose it and check the menu and form labels. Keep the interface in English if a translation is incomplete.
4
Generate a sample document after saving settings and check the PDF appearance.
සිංහල: Company Settings තුළ ආයතන තොරතුරු, Logo, Bank, Tax සහ Document settings වෙනස් කරන්න. Theme එක සහ Language එක පරීක්ෂා කරන්න.
20. Reports, permissions and safe sharing
1
Open Reports and select a date range before reviewing sales, payments, expenses and profit.
2
Use Administrator Access only for privileged controls. Normal users should see only permitted companies and modules.
3
Before sharing a screenshot or PDF, hide company, customer, address, email, phone, invoice, date and amount data.
4
When reporting a problem, send the screen name, action, date/time and redacted screenshot—never a password or OTP.
සිංහල: Reports තුළ Date range එකෙන් විකුණුම්, ගෙවීම්, වියදම් සහ ලාභය බලන්න. Share කරන screenshot වල private data සඟවන්න.