Accessing Invoices and Receipts in the Mobile App

You can view your payment history and download receipts for any transactions you've made directly within the CRM mobile app. This allows you to quickly reference your purchases or subscriptions on the go.

Steps to View and Download

Follow these steps to access your invoices and receipts:

1. Open the CRM mobile app on your device and log into your account.
2. Navigate to the main menu, typically accessible from a menu icon or your profile picture.
3. Locate and select the Settings option from the menu.
4. Within the Settings menu, find and tap on Invoices. This will display a list of all your past transactions.
5. To view the details of a specific invoice or to obtain a receipt, tap on the individual invoice from the list.
6. On the invoice detail screen, look for and tap the Download button. This action will save a copy of the receipt to your mobile device, typically in your device's downloads folder or a location where you can access it for your records.

Your downloaded receipt is a standard file that can be printed, emailed, or saved for accounting purposes.