Using Invoice2go for Estimates, Deposits and Repeat Billing
July 12, 2026
By Cameron Lewis, field-service billing systems coordinator with 8 years of experience configuring estimates and recurring customer accounts
Last reviewed: July 12, 2026
Invoice2go is a mobile and browser-based billing service for creating estimates, requesting deposits, converting approved work into invoices, accepting supported payments, and following up on unpaid balances. This independent guide is not affiliated with Invoice2go or BILL.
Existing users should enter through the verified Invoice2go account page. Businesses with repeat customers should confirm that their plan includes recurring invoices and should test the estimate-to-invoice process before using it for a live project.
What Invoice2go is designed to handle
Invoice2go combines estimates, invoices, clients, projects, expenses, reports, online payments, reminders, and selected accounting integrations. The mobile application is intended for creating and sending documents while away from a desk, while the browser version supports broader account administration and reporting work.
Its strongest use case is not simply producing a PDF.
A contractor can prepare an estimate, send it for customer approval, request a deposit, convert the accepted document into an invoice, and later place suitable repeat work on a recurring schedule. A business with several open invoices for one customer can also send a consolidated client statement.
Each step creates a different record. An estimate presents proposed work. A deposit secures part of the amount. An invoice requests the remaining or full payment. A statement summarizes several invoices.
Do not treat them as interchangeable.
Start at the correct Invoice2go login
The verified account page displays Email, Password, Forgot password?, and a sign-up option. Users should reach it through Invoice2go’s website or the account.2go.com domain rather than an unofficial login directory.
Use the original account email.
A second registration can produce a working but empty account with none of the earlier clients, estimates, invoices, or subscription records. People who originally signed in with Google or Apple should use that same linked method when accessing another device.
When the password is forgotten, use the recovery control on the verified page. Do not keep entering guesses until the account becomes blocked, and do not give credentials or verification codes to anyone offering third-party account recovery.
The priority is simple: recover the existing account first, skip creating another profile.
Create an estimate before committing to the final invoice
Invoice2go’s estimate screen allows a user to select a client, add items, enter descriptions, rates and quantities, apply discounts, include expenses or photos, add comments, request a deposit, and select payment methods.
That makes the estimate useful for work whose final approval must happen before billing.
A detailed estimate should identify the proposed work, pricing basis, quantities, taxes where applicable, exclusions, deposit condition, and expected timing. A line reading “repair work” gives the customer little to approve. “Replace two damaged cabinet hinges and realign left door” creates a clearer record.
Send it for approval.
Invoice2go says a customer receiving the estimate by email can select Approve estimate. After approval, the customer reaches a payment screen and may enter payment details when online payments are enabled.
The software records approval status, but the business should still retain any contract, scope, cancellation terms, or industry-specific paperwork required for the job.
Add a deposit as a percentage or fixed amount
Invoice2go supports deposit requests on invoices and estimates. The user can choose either Percent (%) or Fixed ($), enter the requested amount, select a due date, and decide whether the same percentage should be applied to future documents.
Use the future-document setting carefully.
A standard 25% deposit may suit one type of project but be too low or too high for another. Material-heavy jobs, short appointments, rentals, and long consulting engagements can carry very different advance-payment risks.
For estimate deposits, Invoice2go also allows listed payment methods such as direct transfer, check, cash, or another method to be included. The web setup places those choices inside the deposit request before the due date is saved.
My first priority would be to state the amount and due date plainly. Skip relying on a generic note saying only “deposit required.”
Deposit rules, cancellation rights, and refund obligations vary by state, country, and industry. The presence of a field inside Invoice2go does not make every deposit condition legally appropriate.
What happens when the customer pays the deposit
When online payments are enabled, Invoice2go says a customer can pay the requested estimate deposit through the payment portal. Once paid, the estimate is approved and automatically converted into an invoice.
Offline methods behave differently.
When the customer uses direct transfer, cash, check, or another external method, the customer can notify the business through the portal. Invoice2go then sends an email so the business can confirm receipt. The deposit can also be marked paid manually when that notification is missing.
Confirm the money first.
A customer selecting a notification control does not prove that a check cleared or that a transfer reached the correct bank account. Match the payment with the bank, cash log, or other financial record before marking it received.
This is a common mistake: the business records the deposit because the customer says it was sent, then later discovers that the payment failed or went to an outdated account.
Convert an approved estimate into an invoice
Invoice2go can convert an estimate directly into an invoice without re-entering core information such as the client, date, and amount. The resulting invoice follows the normal invoice-number sequence.
Review it anyway.
The approved estimate may no longer match the completed job. Quantities may have changed, a customer may have added work, taxes may need adjustment, or the deposit may need to be reflected against the final balance.
A converted document should be checked for:
Client details, completed work, total amount, deposit already received, remaining balance, payment terms, and due date.
The conversion tool reduces duplicate typing. It does not confirm that every figure remains correct.
Short step. Big consequence.
Use recurring invoices only for predictable work
Invoice2go’s recurring-invoice feature is intended for repeat customers or jobs that use a regular billing schedule.
The current US pricing comparison lists recurring invoices under Premium, with monthly, biweekly, and weekly intervals. Professional and Starter do not show that feature.
Recurring billing can fit maintenance plans, retainers, cleaning visits, rentals, coaching arrangements, or other services with stable amounts and schedules.
It is less suitable when the quantity, scope, tax, customer contact, or delivery date changes frequently. Automation can reproduce an outdated charge just as efficiently as a correct one.
Review the first generated invoice. Then check the schedule periodically.
Deleting a recurring invoice can also cancel its recurring schedule, according to Invoice2go’s deletion guidance. Do not remove one occurrence casually when the intention is to preserve future billing.
My second priority would be to verify the next generation date and amount. Skip enabling recurrence merely to save a few seconds on an irregular job.
Client statements help with multiple invoices
Invoice2go creates statements at the client level. The option becomes available once the client has multiple associated invoices; it remains disabled when only one invoice exists.
A statement can give the customer one view of several documents rather than requiring them to search through separate emails.
This is useful for property managers, commercial customers, agencies, or repeat clients with several projects in progress. The business can use the statement to present open balances and invoice history together.
Clients may also be able to pay invoices directly from the statement.
A statement is not a replacement invoice. It summarizes the underlying documents, which should remain available with their original dates, numbers, descriptions, taxes, and payment histories.
Check which invoices are included before sending. An old paid invoice appearing as outstanding can undermine the entire collection request.
Record partial and full payments accurately
Invoice2go lets users record a partial payment by entering the amount, payment method, date, and notes. On the web, the control appears after opening the invoice and selecting the Preview or Send tab, followed by Add payment.
A full payment moves the invoice to the paid section and adds the amount to its payment history. The web screen also includes a Mark as fully paid toggle and an option to send a receipt.
Manual recording does not move money.
Entering a $400 cash deposit against a $1,000 invoice changes the invoice balance to $600, but the cash still needs to be deposited and entered in the business’s accounting records.
Use the actual transaction date and method. Do not record an external bank transfer as a card payment merely because both eventually reached the same bank account.
Plan limits can change the workflow
Invoice2go’s current US pricing page lists unlimited estimates and projects across Premium, Professional, and Starter. Invoice allowances differ: Premium shows unlimited invoices, Professional 100 per year, and Starter 30 per year.
That difference can affect the estimate-to-invoice process.
A business may prepare many estimates without hitting an estimate cap, but every converted and issued invoice counts toward the invoice allowance. Thirty invoices per year average only two or three per month.
The pricing comparison also lists card-processing rates of 2.9% for Premium, 3.0% for Professional, and 3.5% for Starter. Pricing, currencies, taxes, and regional feature availability can change, so verify the current page before subscribing.
Choose the plan from actual invoice count and payment volume, not the number of estimates created.
Frequently asked questions
Can Invoice2go create estimates?
Yes. Estimates can include clients, items, rates, quantities, discounts, expenses, photos, comments, deposit requests, and selected payment methods.
Can a customer approve an estimate online?
Yes. The customer can use Approve estimate from the emailed document. Online payment may then be available when it has been enabled.
Can Invoice2go request a deposit?
Yes, as a percentage or fixed amount.
Does a paid estimate become an invoice automatically?
Invoice2go says an estimate deposit paid through the online portal approves the estimate and automatically converts it into an invoice. External payments may require manual confirmation.
Can I edit a deposit request after sending it?
Yes. Invoice2go allows the amount to be edited or the request cancelled. The updated document must be emailed again before the customer can complete the revised request.
Which Invoice2go plan includes recurring invoices?
The current US pricing comparison lists recurring invoices under Premium. Professional and Starter do not display that feature.
Can one statement contain several invoices?
Yes. Client statements are created when multiple invoices are associated with the same client. Customers may also be able to select and pay invoices from the statement.
Does marking a deposit paid confirm it reached my bank?
No. Manual status records what the user entered; the actual transfer, check, or cash receipt should be verified separately.