Using Invoice2go to Track Work Before You Send an Invoice

By Aaron Foster, small-business billing implementation consultant with 9 years of experience configuring field-service invoicing systems

Last reviewed: July 12, 2026

Invoice2go is a mobile and web invoicing platform that can connect customer records, saved services, tracked time, project expenses, estimates, invoices, and supported payment options. This independent guide is not affiliated with Invoice2go or BILL.

Existing users should sign in through the verified Invoice2go account page. Before issuing real invoices, businesses should decide how labour, materials, reimbursable costs, taxes, and client projects will be recorded so the same charge is not entered twice or omitted.

What Invoice2go can organize

Invoice2go is designed for creating and sending invoices and estimates, accepting supported payments, managing expenses, and keeping common small-business billing records together. Its Help Center separately documents clients, saved items, appointments, time entries, expenses, projects, reports, and document customization.

The service is useful to contractors, consultants, tradespeople, freelancers, and other businesses that need to reconstruct what happened on a job before billing the customer.

That reconstruction matters.

A final invoice may include a standard service, several hours of labour, materials purchased for the job, a discount, tax, and an expense being passed through to the customer. Without a consistent process, the business can forget a legitimate charge or bill the same cost both as an item and as an expense.

Invoice2go provides the fields. The business must decide what each field means.

Use the verified Invoice2go login

The Invoice2go account page is hosted on the account.2go.com domain. It presents Email, Password, Forgot password?, and an option for new registration. Invoice2go’s device-access instructions also support an existing linked Google or Apple account.

Use the original sign-in method first.

A user who registers again with another email can enter a valid but empty account containing none of the original customers, expenses, invoices, or subscription records. A blank dashboard is not sufficient evidence that business data was deleted.

When the password is forgotten, use the recovery control on the verified account page. Invoice2go advises checking spam and trash when the reset message is missing and adding hello@notifications.invoice2go.com to the email provider’s safe-sender list before requesting another email.

Do not provide credentials or verification codes in a support message.

Save common products and services as items

Invoice2go lets users create new items while preparing an invoice or select services and products that have already been saved in the item list. Those entries then appear as invoice line items.

Saved items can reduce repetitive typing and improve consistency. A business might create separate entries for a service call, installation labour, replacement parts, delivery, or a consultation hour.

Use specific names.

“Labour” may be too broad when several employees or rates are involved. “Senior technician labour, hourly” gives the sender and customer a clearer record of what the line represents.

Prices should still be reviewed when adding a saved item. A stored rate may have changed since it was created, and one customer may have different contractual pricing from another.

My first priority would be consistent descriptions and units. Skip adding dozens of nearly identical items until the existing list has been checked for duplicates.

Record time before it becomes an invoice line

Invoice2go’s time-tracking function can store time spent with a customer, retain notes about the completed work, and distinguish billed from unbilled time. A saved time entry can later be added to an invoice.

This is useful when the final amount depends on actual hours rather than a fixed quote.

A time entry should identify the client, date, duration, applicable rate, and a concise description of the work. “Three hours” is difficult to audit later. “Diagnostic testing and replacement-part research” provides context when the customer or business reviews the invoice.

Track time close to the event.

Reconstructing an entire week from memory often produces rounded entries and missing details. A timer or same-day entry is usually easier to defend and reconcile.

Time tracking does not decide whether every recorded minute is billable. Breaks, travel, administrative work, and follow-up communication may be treated differently under the customer agreement.

Create expenses with the correct total

Invoice2go expenses can include an expense date, merchant, category, description, image, total, tax, and tip. Its support instructions say tax and tip entered on an expense should be considered inclusive within the recorded total.

That inclusive treatment is easy to misread.

Suppose a receipt totals $108, including $8 of tax. The recorded expense total should represent the complete $108 rather than $108 plus another $8. Invoice2go separately notes that an additional tax may be applied when the expense is later added to a document.

Check the receipt total first.

The original expense and the amount charged to the customer are not always identical. A business may absorb the cost, pass through the exact amount, apply a contractually permitted markup, or incorporate the cost into another service line.

Those choices should follow the customer agreement and applicable tax rules, which vary by region.

Adding an expense to an invoice

On the web invoice-editing screen, Invoice2go provides an Expenses option under the items area. The user can search for an expense, select it, and choose Add an expense to place it on the document.

Do not also create a separate item for the same charge unless the two lines intentionally represent different amounts.

For example, a purchased replacement component could be stored as an expense and added to the invoice. Entering the same component again as a saved item may bill it twice.

This is a common bookkeeping mistake, not a software error.

Review the final invoice by tracing every line back to its source: saved service, time entry, expense, discount, tax, or manual adjustment.

My second priority would be preventing duplicate recovery of the same cost. Skip assuming that a correct invoice total proves every component was entered correctly.

Use projects to group related records

Invoice2go projects can group invoices and estimates connected with one job. The company states that a single invoice or estimate can be added to only one project.

That limitation affects project structure.

A property renovation with several stages might be treated as one broad project or several separate projects, but each estimate and invoice must have one project association. The business should choose a naming system before many documents accumulate.

A useful project name might include the customer, location, or job reference rather than a vague label such as “Current work.”

Projects help organize records. They do not replace the underlying invoices, estimates, expenses, files, or customer agreement.

When work spans several properties or departments for the same customer, separate projects can make later billing questions easier to answer.

Customize documents without hiding the billing details

Invoice2go provides several document templates and allows users to adjust the logo, colour, header or banner, additional image, and watermark. On the web, these controls are located under Account & settings and the invoice-design area.

A custom logo can be uploaded in JPG, JPEG, or PNG format. Invoice2go specifies a maximum file size of 1 MB and maximum dimensions of 999 by 999 pixels.

Branding should aid recognition.

A customer needs to identify the business, invoice number, service, balance, due date, and payment instructions quickly. A large logo or decorative image should not push essential information onto another page or make the amount harder to locate.

Invoice2go also supports custom labels for document headings, general fields, summaries, shipping details, and remittance fields.

Custom labels are useful for industry terminology, but changing a familiar field to an obscure internal phrase can confuse customers.

Add terms and a signature line deliberately

Invoice2go includes a dedicated terms-and-conditions field with a documented limit of 9,000 characters. The text can be configured through the footer customization controls and then appears at the bottom of documents.

The field can hold payment terms, cancellation language, warranty information, late-payment conditions, or other relevant notices.

It does not create legally suitable terms automatically.

Businesses should use language that matches their actual practices and applicable law. Copying another company’s conditions can introduce obligations or claims that do not fit the service being sold.

Invoice2go also offers a signature-line setting. On the web, users can enable it under Customize invoice options, Footer, and Signature. The support documentation says in-person document signing is available on an iOS device after the line is enabled.

A signature field can document acknowledgement, but the legal effect depends on the document, circumstances, and jurisdiction.

Expense records need backups

Invoice2go can export expense reports together with attached images. Mobile users choose a year and request the export, while web users open Expenses, select Export expenses, choose the year, and receive the files through email.

This is valuable for bookkeeping and tax preparation because the image may preserve the supporting receipt.

Export periodically.

Invoice2go warns that deleted expenses cannot be recovered. Both mobile and web deletion require confirmation, but once completed, the expense is removed permanently.

Before deleting an apparent duplicate, confirm that it is not attached to an invoice or required as evidence for an existing transaction. Exporting first is safer than discovering later that the wrong record was removed.

The exported files may contain merchant, customer, and business information. Store them in a protected location rather than an unrestricted shared folder.

Plan limits affect the final invoice, not every source record

Invoice2go’s current US pricing page lists Premium, Professional, and Starter plans. The displayed invoice limits are unlimited for Premium, 100 per year for Professional, and 30 per year for Starter. Its published card-payment rates are 2.9%, 3.0%, and 3.5%, respectively.

Invoice limits deserve attention even when much of the work is tracked through projects, expenses, or time entries.

A business can spend days building detailed records and then discover that its selected tier does not fit its annual document volume. Thirty invoices per year average fewer than three each month.

Plan terms and regional pricing can change. Verify the current country and billing-period selection before subscribing.

The higher tier should solve a real requirement such as invoice capacity, recurring billing, reports, integrations, or payment economics.

Frequently asked questions

Can Invoice2go track expenses?

Yes. Expenses can include the date, merchant, category, description, image, total, tax, and tip.

Can I add an expense to a customer invoice?

Yes. On the web invoice screen, select Expenses, choose the relevant record, and add it to the document.

Does Invoice2go track billable hours?

It can save time entries, notes, and billed or unbilled status, then add the entry to an invoice.

Can one invoice belong to two projects?

No. Invoice2go says one invoice or estimate can be associated with only one project.

Can I add my own logo?

Yes. Supported formats are JPG, JPEG, and PNG, with stated size and dimension limits.

Can I change field names on an invoice?

Yes. Custom labels are available for several document sections, including headings, summaries, shipping, and remittance fields.

Can deleted expenses be restored?

No. Invoice2go says deleted expenses cannot be recovered.

Can I export receipt images?

Yes. Invoice2go can export an annual expense report with attached expense images and deliver it through email.