Using Invoice2go From Appointment to Customer Review
July 12, 2026
By Derek Morgan, field-service billing support lead with 9 years of experience configuring mobile invoicing workflows
Last reviewed: July 12, 2026
Invoice2go is a mobile and browser-based service for scheduling supported appointments, preparing estimates and invoices, collecting customer payments, and requesting feedback after a completed transaction. This independent guide is not affiliated with Invoice2go or BILL.
Existing users should sign in through the verified Invoice2go account page. Service businesses should test the entire customer route before using it live because appointments, payment options, tips, receipts, and reviews depend on separate settings and conditions.
What Invoice2go can handle
Invoice2go combines invoices, estimates, clients, projects, expenses, payments, reports, reminders, integrations, and mobile access. Its support documentation also covers appointments, customer reviews, tips, receipts, and in-person QR payments.
This creates a longer workflow than simply emailing a bill.
A service business can create a customer record, schedule work, prepare an estimate, issue the invoice, present an in-person payment code, record the transaction, send a receipt, and later receive a customer rating.
Each action has its own trigger.
Scheduling an appointment does not automatically create an invoice. Sending an invoice does not guarantee that the online payment option is enabled. Marking a transaction manually as paid does not necessarily reproduce the same post-payment experience as a customer completing an eligible online payment.
Test those boundaries early.
Start with the verified Invoice2go login
The Invoice2go account page is hosted on the account.2go.com domain. It presents Email, Password, Forgot password?, and a registration option.
Invoice2go also allows existing users to access their account from supported iOS and Android devices or through a browser. Its documented login methods include email and password as well as a previously linked Google or Apple account.
Use the original method first.
A user who registers with another email may open a valid but empty profile containing none of the established customers, appointments, invoices, or subscription history. Before recreating records, verify the address used for the original account.
Repeated unsuccessful attempts can lead to login trouble. Invoice2go directs users toward Forgot password?, advises checking spam and trash folders, and recommends adding its notification address to the email provider’s contacts or safe-sender list when reset messages do not arrive.
Do not send credentials, financial information, or verification codes in a support request.
Create a client record before scheduling work
Invoice2go allows a client to be created directly from the client list or saved while preparing an invoice. On mobile, the documented route is Clients, the plus sign, the available client fields, and Save.
A clean client record reduces repeated entry and delivery mistakes.
Use one consistent customer name, current email address, billing address, contact person, and payment terms. Avoid creating separate records for minor variations such as “Smith Repair,” “John Smith,” and “J. Smith” when they refer to the same customer.
Duplicate profiles divide the history.
One invoice may appear under the company name, another under the owner, and an appointment under a third spelling. That makes statements, outstanding balances, and later searches harder to interpret.
My first priority would be one accurate client record. Skip creating another customer until the existing list has been searched.
How Invoice2go appointments work
Invoice2go describes Appointments as a feature for scheduling work and connecting that work with the payment process. Access depends on the selected Invoice2go plan.
This can suit consultants, technicians, cleaners, mobile repair providers, tutors, and other businesses that perform work at a defined time.
The appointment should contain enough context for the person completing the job. That may include the customer, date, time, service, location, and relevant notes.
Keep billing details separate from operational notes.
A technician may need access instructions or a short description of the problem. The customer invoice needs the final service description, amount, tax treatment, and payment terms. Copying every internal appointment note onto the invoice can expose unnecessary information or create a confusing document.
Appointments can help organize work, but they do not replace an approved estimate or customer agreement when one is required.
Move from the appointment to the invoice
Invoice2go’s invoice-creation screen supports clients, items, comments, photos, payment settings, and other document controls. From the preview and management screen, users can send the invoice, add a payment, print it, or configure recurring invoicing when the plan supports that function.
Review the document after the appointment is completed.
The service initially scheduled may differ from the work actually performed. A visit could require extra labour, fewer materials, a changed tax amount, or a customer-approved addition.
Do not invoice from the calendar entry alone.
Check the client, completed service, quantities, rates, discounts, taxes, payment terms, due date, and any amount already collected. Then preview the customer-facing document.
A clear line item should describe recognizable work. “Appointment” says little. “Annual furnace inspection completed July 9” is easier for both parties to understand later.
Accepting payment in person with a QR code
Invoice2go supports in-person payment through a QR code displayed from the mobile application. The customer scans the code using a compatible phone and proceeds through the payment page. Invoice2go says the invoice does not need to be printed or emailed for this route.
This can be practical when the customer is present at the completion of the job.
Before showing the code, verify the invoice total, currency, taxes, deposit credit, and customer. A QR code makes the existing invoice payable; it does not check whether the underlying document is correct.
Internet access is needed for the payment route.
A weak connection at the customer’s location can interrupt loading or confirmation. Keep another approved delivery method available, such as emailing the invoice after connectivity is restored.
My second priority would be confirming the invoice before presenting the code. Skip editing the amount while the customer is already on the payment screen.
Tips require online payments
Invoice2go allows businesses to enable customer tips from the Client payment options area. On mobile, the documented route begins with the profile icon; on the web, it starts with the company name and Account and settings. The Allow tips option is available only when online payments are accepted.
When the customer selects Pay now, the payment portal can offer a suggested or custom tip before payment is completed. Invoice2go states that tips are subject to online processing fees.
Tips should remain optional.
The customer should be able to distinguish the invoice balance from the voluntary amount. A tip should not be used to hide a service fee, tax, surcharge, or previously agreed charge.
This distinction is especially important when the business operates in a region or industry with rules governing gratuities, employee distribution, card fees, or taxable amounts.
Availability varies by region and payment setup. Confirm the option inside the active account rather than assuming every customer will see it.
What happens when the invoice is partially paid
Invoice2go automatically records an eligible online partial payment. It also allows a business to enter payments received through other methods, including cash or check. The partial amount is applied to the invoice, and the remaining balance is recalculated.
A partial payment does not complete the billing process.
The invoice remains unpaid in full, and automatic reminders can continue while a balance remains. Invoice2go’s published reminder schedule includes three days before the due date, the due date itself, three days after, and seven days after.
This can become awkward when the customer has an agreed instalment plan.
Suppose the customer pays half at the appointment and the other half is not due until installation is completed. If the invoice retains the original due date, automated reminders may chase the remaining amount too early.
Review the due date and reminder option after recording any partial payment.
Marking an invoice fully paid
Invoice2go allows users to mark an invoice as fully paid when payment was received outside the automatic online process. The document then moves to the paid section, and a payment for the full amount is added to its payment history.
That action changes the invoice record. It does not create a real financial transaction.
Confirm the check, cash, external transfer, or other payment before using the full-payment control. Recording an expected transfer as received can produce inaccurate revenue and customer-balance information.
Invoice2go notes a mobile limitation: when marking an invoice fully paid from a mobile device, the payment date cannot be changed.
That is a small but practical detail. A payment entered several days late from a phone may carry a date that does not match the actual receipt date. Review the transaction history and use the appropriate platform when the original date matters for reconciliation.
When Invoice2go requests a customer review
Invoice2go can invite customers to review a business after they fully pay an invoice online. The customer can assign ratings in five categories: communication, timeliness, quality, value, and general experience.
The customer may also leave a short written review.
Invoice2go does not request a review after a partial payment. Its documentation also states that reviews are limited to one per customer.
This means the review trigger is narrower than many users expect.
A manually recorded cash payment may not produce the same review prompt as an eligible online payment. A repeat customer who has already submitted a review may not be asked again after every later invoice.
Do not promise a customer that a review request will definitely appear. The payment status, payment method, prior review history, plan, and product availability can affect the route.
Customer reviews are not payment evidence
A positive review can confirm that a customer chose to leave feedback after an eligible transaction. It should not replace invoice, payment, and project records.
Keep the approved estimate, final invoice, payment transaction, receipt, and relevant work evidence separately.
A review may praise service quality while the invoice record still contains an incorrect payment date. A customer may decline to write a review even though the transaction was entirely successful.
Treat feedback as reputation data, not accounting data.
This separation also helps during disputes. The original billing and service records provide the transaction history; the review provides the customer’s voluntary assessment at that moment.
Pricing determines which workflow is available
Invoice2go’s current US pricing page displays Premium, Professional, and Starter plans. It lists unlimited invoices for Premium, 100 per year for Professional, and 30 per year for Starter. Published card-processing percentages are 2.9%, 3.0%, and 3.5%, respectively.
Recurring invoices are shown under Premium. Estimates, projects, clients, team members, reminders, and client-activity notifications appear across the displayed plans. Accounting integrations are listed for Premium and Professional rather than Starter.
Appointment access can also depend on the plan, according to Invoice2go’s support documentation.
Check the current comparison before subscribing. Pricing, feature availability, currencies, and payment terms can vary by region.
A business should estimate annual invoice count, card volume, appointment needs, recurring billing, and integration requirements before selecting a tier.
Cancelling does not immediately erase the workflow
Invoice2go says a subscription can be cancelled through iOS, Android, or the web. The subscription expires at the end of the current billing cycle rather than immediately when cancellation is submitted.
Cancellation can also end promotional pricing, which means a later renewal may use the then-current rate. Invoice2go states that it does not provide a refund for unused time remaining in the current subscription term.
Export needed information before expiration.
Customer records, invoices, payment history, appointment details, and reviews may be relevant to tax preparation, future service, warranty questions, or disputes.
When an account expires without payment, Invoice2go says it enters a deactivated state. Users retain limited list and dashboard access but cannot open or edit individual documents or view detailed reports until the subscription is renewed.
Frequently asked questions
What is Invoice2go?
It is a web and mobile invoicing service with estimates, payments, clients, projects, expenses, reports, appointments, and related billing features.
Where is the Invoice2go login?
Use the verified account page on the account.2go.com domain.
Can Invoice2go schedule appointments?
Yes, depending on the selected plan.
Can a customer pay without receiving an invoice email?
Yes. Invoice2go’s mobile app can display an in-person QR code that the customer scans to access the payment route.
Can customers add tips?
Yes, when tips and online payments are enabled. Tips are added through the payment portal and are subject to processing fees.
Does a partial payment trigger a review request?
No. Invoice2go says customers are not asked to review the business after a partial payment.
Can every customer leave several reviews?
No. Reviews are limited to one per customer.
Will cancelling Invoice2go delete my invoices immediately?
No. Cancellation takes effect at the end of the billing cycle. An expired account becomes deactivated with restricted access rather than being immediately erased.