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Mobiilisovellus

Mobilapp

Mobile

Mobile app

You can create new estimates in the mobile app in two different places:
1. Click on Estimate on the bottom-right and then the plus icon in the upper right corner, or 
click on the plus icon in the bottom and then choose Create estimate.
2. You can edit the estimate number, discount settings, currency and estimate language, as well as add a buyer's PO number.
3. Select your customer, the estimate date, the due date for the estimate and add products.
You can either select a customer and product from your list or create a new one by clicking the plus icon in the upper right corner. 
4. Add a message and a footnote to give your estimate a personal touch.
5. If you don't want to approve the estimate yet, you can click Save as draft in the bottom.
6. If you want to proceed and approve the estimate you can click Save in the bottom.
7. Select Send if you want to send the estimate as email or share a link.
 
<h2 id="h_01HMB95MZYAD5F1ZCJF231J0AE">Converting estimates to invoices</h2>
You can convert an estimate into an invoice by selecting the estimate by clicking on "Convert to invoice" in the bottom. This feature is only available with a premium subscription.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18308832625309_df24df9979.jpg" alt="app convert to invoice.PNG" width="277" height="600">
Tipp:
If you wish to name your estimates "quote", you can change the title of your document by going to Zervant's browser version, selecting the estimate, selecting edit and going to "settings" on the right-hand side to change the estimate header.

From the mobile app, you can add your company details, manage payment methods, and set your customer and product database.
💡 You can change the language of your app by clicking on your company logo and selecting Settings > Language.
 
<h2 id="h_01HXH6GM9HSDFWMH4HXPDEXKEF">Setting up the company profile</h2>
Log in to the application and click on your company logo in the top-left corner. A menu will then open, where you should click on Settings and then on Company Profile.
 
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18774521820957_4237d1d06f.jpg" alt="IMG_9638.png" width="346" height="749">
If you have set up a different trading name on the browser version of Zervant, you can also view and edit this trading name on your application. To learn more about managing trading names, <a href="https://support.zervant.com/hc/en-gb/articles/360036008192">click here</a>.
 
<h2 id="h_01HXH6MVJ26NMPWTEPQ60NM7NT">Setting up your payment methods</h2>
Log in to the app and click on your company logo in the top-left corner. A menu will then open, where you should click on Settings and then on Payment methods.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18774527536925_73b5c66d26.jpg" alt="IMG_9641.jpg" width="359" height="733">
 
<h2 id="h_01HXH6ZQQ16380DHCSPJSKADDW">Setting up your customer database</h2>
Log in to your application and select More (below the three horizontal dots) at the bottom right in the horizontal menu, then choose Contacts. Once on your client list, you'll have the option to search for clients (in red in the image below) or to add new ones (in green in the image below).
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18774521845917_6641845ab3.jpg" alt="IMG_9643.jpg" width="343" height="707">
When creating a new customer, you will have the option to choose between Business and Individual using the toggle button at the top of the new customer form.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18774527551517_228ebbd616.jpg" alt="IMG_9644.jpg" width="345" height="701">
⚠️ You can only add one email address per customer.
To delete a customer, select it and click on the icon with three vertically aligned dots at the top right.
⚠️ Please note that you can only delete a customer if they don't have any paid or unpaid invoices.
It's also possible to import an existing list of customers. To do so, you'll need to log in to the web version of our software on a computer. More information here: <a href="https://support.zervant.com/hc/en-gb/articles/360036368271">Importing multiple customers</a>.
 
<h2 id="h_01HXH6Z1X094QHVB95DBPAZNKY">Setting up your product database</h2>
Log in to your application and select More (below the three horizontal dots) at the bottom right in the horizontal menu, then choose Products. Once on your list of products, you'll have the option to search for products (highlighted in red in the image below) or to add new ones (highlighted in green in the image below).
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18774521864861_2c880c268b.jpg" alt="IMG_9645.jpg" width="371" height="765">
If you want to import an existing list of products, you can do so on the browser version of Zervant. More information here:<a href="https://support.zervant.com/hc/en-gb/articles/360036368511"> Importing multiple products.</a>
 
💡 Notes :
You can set invoices settings such as default currency and VAT in your Zervant account on the web version using your computer. For more information: <a href="https://support.zervant.com/hc/en-gb/articles/360036008292">Editing your invoices settings.</a>
You can also add and modify units and VAT percentages on the web browser. For more information: <a href="https://support.zervant.com/hc/en-gb/articles/360036008112">Managing your product list</a>.
You can also export your data from the web version using your computer.
 
Helpful articles:
<a href="https://support.zervant.com/hc/en-gb/articles/360036368551">Exporting your product list</a> <a href="https://support.zervant.com/hc/en-gb/articles/360036007972">Exporting your customer list</a> <a href="https://support.zervant.com/hc/en-gb/articles/360036008312">Exporting invoices or estimates</a> <a href="https://support.zervant.com/hc/en-gb/articles/360036008772">Exporting multiple invoices at once</a>

Before you create an invoice, we advice you to set up your account. Learn how to add company details, logo, payment information etc. here: <a href="https://support.zervant.com/hc/en-gb/articles/4582579892893" target="_self">Setting up your account on the mobile app</a>
<h2> </h2>
<h2 id="h_01HW80R1KXECSEVEAWG3KVZQWF">How to create an invoice on your mobile app</h2>
1. Click on "Invoices" on the bottom.
2. Create a new invoice by selecting the plus icon on the top-right. Or click on the plus icon in the bottom and the choose Create invoice.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18417991419293_6509a9d906.jpg" alt="app english invoices.png" width="222" height="480">
3. You can edit the invoice number, discount settings, late payment interest, currency and invoice language and select references for your invoice by clicking on the three dots in the upper right corner. 
Please note that you can not edit the invoice number within an existing invoice number sequence. Our software will always apply the next sequential invoice number in this sequence. If you wish to select another or add a new invoice number sequence, select the field "Invoice number" and select another already added invoice number sequence or click on + in order to create a new invoice number sequence. Learn more about <a href="https://support.zervant.com/hc/en-gb/articles/360036368371" target="_self">Invoice numbering.</a>
4. Select your customer, the invoice date, payment terms and products.
You can either select a customer from your list by clicking on Choose customer or create a new one by clicking the plus icon on the top-right corner.
Click on Add products or services to add your products and services. You can also add a title, a text field or a subtotal to your invoice.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18418023359389_3cce85414a.jpg" alt="Product&customers.png" width="253" height="547">
5. Add a message and a footnote to give your invoice a personal touch.
6. If you don't want to approve and send the invoice yet, you can click on ''Save as draft'' in the bottom and continue editing later. Drafts can be edited as often as you like. 
7. Click ''Next'' on the bottom if you want to approve and send the invoice.  Select from the drop down menu and either approve or send your invoice.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18417991439389_6bc640b8d7.jpg" alt="Versand app english.png" width="271" height="586">
8. A preview of the invoice will open once more. Check that all of the information is correct. Please note that approved invoices can't be edited afterwards. If all of the information is correct you can approve the invoice by ''swiping'' the ''Approve & close'' button.

You can find all your invoices in you invoice list. This is the default view. You can also select outstanding invoices, drafts, overdue, paid or deleted invoices from the top menu bar.
 
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18310540924061_c5024dd51c.jpg" alt="Invoice status app 2.png">
 
<h2 id="h_01HMB95K9W8DZAGXCD2HS2WTXR">Search invoices</h2>
You can search invoices with invoice number, company name or amount due by clicking on the 🔍 icon.
 
<h2 id="h_01HMB95K9WJFB74K3D4BJAFEZP">Create invoices</h2>
By clicking on the plus icon in the upper right corner, or by clicking the plus icon in the bottom and then click Create invoice. Read more about creating invoices on your mobile app <a href="https://support.zervant.com/hc/en-gb/articles/4930822191517-Creating-invoices-with-the-mobile-app">here.</a>
 
<h2 id="h_01HMB95K9WBCQE9A72ZWXKNTVG">Manage drafts</h2>
Select a draft from your invoice list. You can edit, show, delete or approve/send your invoice or draft. You can find out more about creating invoices in the mobile app <a href="https://support.zervant.com/hc/en-gb/articles/4930822191517-Creating-invoices-with-the-mobile-app">here</a>. 
 
<h2 id="01HVV5096W4SYK9AZP532GV7KZ">Manage invoices</h2>
1. Select an invoice from your invoice list. 
2. You can view the History and the Details of the invoice. If the invoice is unpaid, you can choose Enter payment in the bottom.
3. You can also click on the three small dots in the upper right corner and view the PDF, copy the invoice as new or delete the invoice.
4. Approve or send your invoice by clicking on Send invoice and selecting from the options.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18310556797597_582d2b4dad.jpg" alt="send invoice app.png" width="327" height="707">
 
<h2 id="h_01HMB95K9WARQX8CD6RFD13B16">Delete invoices/drafts</h2>
In order to delete an invoice or draft, select the invoice/draft, click on the three dots on the top-right corner and select "Delete invoice".
 
<h2 id="h_01HMB95K9WYDEPCZMM6STZ976V">Change the status of your invoices/drafts</h2>
Your invoice automatically changes the status from "draft" to "created" when you approve the invoice (as described above). When sending an invoice through Zervant by email, post or as an e-invoice, the status automatically changes to "sent".
You can mark the invoice as "paid" by selecting the invoice and clicking on Enter payment in order to change the status. When marking an invoice as paid, you can select between bank and cash. 
 
Note:
Unfortunately a full history of the invoice, including creation date and time, sent and viewed status etc., is not yet available for your mobile App. You can view the full history of an invoice on the web version of our software.

With Zervant, you have several options to deliver an invoice to your customer.
On the mobile app we currently offer invoice delivery by:
1. <a href="#h_01G2VNDGFM7HS4D3DMAPN6PF13" target="_self">Email</a>
2. <a href="#h_01G2VNDPQM09SYSWF3KM2Z7VKV" target="_self">Post</a>
3. <a href="#h_01G2VNDX13YDB399QWGAR8H5PA" target="_self">E-invoice</a>
4. <a href="#h_01G2VNE59S23QCBK399BSCJYAK" target="_self">Download PDF</a>
5. <a href="#h_01G2VNECA5WBVYTG16T0NCF50Q" target="_self">Share a link</a>
 
In order to send an invoice, please choose an invoice and click Send invoice in the bottom, then select your desired delivery method from the drop down. Read more instructions <a href="https://support.zervant.com/hc/en-gb/articles/4930822191517-Creating-invoices-with-the-mobile-app">here.</a>
Please note: It is not possible yet to send attachments from your mobile app.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18313230871069_1e942da92d.jpg" alt="versandmethode 2.png">
<h2 id="h_01G2VNDGFM7HS4D3DMAPN6PF13">Email</h2>
When sending an invoice by email, please make sure the recipients email address is correct.
You can add another recipient's mail address and send a copy to yourself. You can also modify the email text and save it as the default email text.
 
<h2 id="h_01G2VNDPQM09SYSWF3KM2Z7VKV">Post</h2>
When sending an invoice by post, the required information must be filled in. If you haven't added the necessary details to the customer details, you can still add them before sending the invoice.
 
<h2 id="h_01G2VNDX13YDB399QWGAR8H5PA">E-invoice</h2>
Read more about e-invoicing here: <a href="https://support.zervant.com/hc/en-gb/articles/360036369791" target="_self">What is e-invoicing?</a>
When sending an e-invoice, please make sure you fill in all the required information and know the correct e-invoicing address of the recipient. Read more about <a href="https://support.zervant.com/hc/en-gb/articles/360036369831" target="_self">Understanding e-invoicing addresses.</a>
 
<h2 id="h_01G2VNE59S23QCBK399BSCJYAK">PDF file</h2>
If you wish to print an invoice or send it from your own email account, you can download the invoice as PDF from Zervant. Click on the three dots in the upper right corner an select View PDF. Then click on the small PDF sign in the upper right corner and download the PDF or share it directly from your device's sharing options. Please note that you can not print straight from Zervant.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18313432816157_7921ce49be.jpg" width="628" height="662">
<h2 id="h_01G2VNECA5WBVYTG16T0NCF50Q">Share a link</h2>
On the mobile app you also have the possibility to share your invoice as a link. Select "Share with a link" and select from your device's sharing options.

Currently, the feature to subscribe to a premium plan and manage your subscription, is only available on our web version.
Please log in at <a href="https://secure.zervant.com/login/login/en">https://secure.zervant.com/login/login/en</a> and navigate to >My account >My plan. You can find more info and instructions here:
<ul>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368651" target="_self">Subscribing to a Zervant Premium plan</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036368851" target="_self">How can I update my Premium plan and payment method?</a></li>
<li><a href="https://support.zervant.com/hc/en-gb/articles/360036369851" target="_self">How can I cancel my subscription?</a></li>
</ul>

As a new Zervant user, you are now able to create a new Zervant account by using Apple or Google as a sign-in method.
If you already have an existing Zervant user account, you can connect your Apple or Google account to your Zervant account.
NOTE: Please carefully read the instructions here before connecting your existing Zervant user account with your Apple or Google account. 
 
<h2 id="h_01H9R15C80B3CVEJGN8YYFZ15K">Create a new Zervant account with Apple or Google</h2>
You can easily create a new Zervant account with your Apple or Google account in one click!
When opening the mobile app, select your preferred method (E-Mail, Apple or Google) you wish to create your new Zervant account with.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18312056330269_c648128647.jpg" alt="IMG_1910.PNG" width="312" height="675">
You will be automatically redirected to Apple’s or Google’s website to authenticate your accounts by entering your Apple/Google email address and password.
WARNING: When creating your Zervant account with Apple’s “hide my email” feature, it is not possible to change that email address later. Please check here for more information.
Once completed, just select the country in which you will operate and your account will be created!
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18312348286365_07a9a85a47.jpg" alt="IMG_1916.PNG" width="322" height="697">
When logging in, you just open the app and select the method you created your Zervant account with (E-Mail, Apple or Google). 
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18312418180253_f3635595f0.jpg" alt="IMG_1917.PNG" width="309" height="669">
Please note: If you login with Apple or Google using another email address than your user name, it will automatically create a new account instead of logging you into your existing one. If you have accidentally created a new account, you can delete your account by going to >More >My account >User account and clicking on “Delete Zervant account”.
 
<h2 id="h_01H9R15C80A9AP3B1K5HM1BN4K"> </h2>
<h2 id="h_01H9R15C8005RT2B1V1PA5VWVG">Connect your existing Zervant user account with Apple or Google</h2>
If you already have an existing Zervant user account, you can easily connect your Apple or Google account to it in one click!
Please carefully check the instructions below to make sure your Apple/Google account is connected to your Zervant account. 
The following points are very important to know before connecting the accounts:
Once you've linked your Zervant account to your Apple or Google account, they cannot be disconnected. Please also note that after the connection, your Zervant login information is handled via your Google/Apple account. If you no longer have access to your Google/Apple account, it is not possible to change your Zervant username or password. 
In order to connect your existing Zervant user account with your Apple/Google account, it is essential that your Zervant user name (email address to login) is identical to your Apple/Google email address!
To do so, please check our instructions below: 
<ol>
<li> First login to your Zervant account on the web browser (https://secure.zervant.com/login/login/en), using your current user email address and password</li>
<li> Go to >My Account >User account</li>
<li> Check your current user name and make sure that the email address is identical to your Apple/Google account email address.</li>
<li> If your current user name is not identical to your Apple/Google email address, please change your user name first by clicking on >Change user name and confirm the change with entering your current password.</li>
<li> Once the change is done, you can log out from your Zervant account.</li>
<li> Now you can login from your mobile app, selecting the method you would like to connect your Zervant account with (E-Mail, Apple or Google).</li>
</ol>
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18312418180253_f3635595f0.jpg" alt="IMG_1917.PNG" width="340" height="736">
<ol start="7">
<li>When choosing Apple or Google, you will be automatically redirected to Apple’s or Google’s website to authenticate your account by entering your Apple/Google email address and password.</li>
<li> Once completed, you are logged in to your Zervant user account! You have now the option to login to your Zervant user account by either entering your email address + password or by simply clicking on the Apple/Google method.</li>
</ol>

With Zervant you can easily add a discount on invoices for your customers. On the mobile apps it is currently only possible to add discounts on the invoice total, not on single invoice lines.
You can read more about discounts on invoice lines here <a href="https://support.zervant.com/hc/en-gb/articles/360036370091" target="_self">Discounts on invoices</a>
 
<h2 id="h_01HMB9RWMTXACT9S68TTYP6N7W">How to add a discount on the mobile app</h2>
1. Create a new invoice.
2. Click on the three small dots in the upper right corner.
3. Select Add discount.
4. Decide for discount in % or a set amount in your currency.
5. Add the discount percentage or discount amount.
6. If you add a discount amount, you can choose the amount to include or exclude VAT.
7. Click "Save" in the bottom and continue to edit your invoice.
 
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18309292742301_9a99517fc7.jpg" alt="add discount.png" width="458" height="991">

Discover how to quickly find the version number of your Zervant mobile app, essential for updates tracking and troubleshooting. Follow these simple steps to access this important information on iOS and Android.
1. Once logged into the mobile app, click on your company logo located in the top left corner of your screen.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_17769995914909_d37255f100.jpg" alt="IMG_8993.png" width="331" height="716">
 
2. Click on Settings.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_17769995929885_f78e1ccb72.jpg" alt="IMG_8992.png" width="330" height="714">
 
3. Number of the version is located just under the Log out button.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_17769995941789_43a912fdfd.jpg" alt="IMG_8991.png" width="333" height="721">

<div>
Download the Zervant mobile app for free and start using it on your mobile device right away! You can use the same login credentials as in the browser version. 
Please note: We are constantly developing our mobile applications to offer the same functions as in the full web app. Therefore, as it is an ongoing development process, some features might not be implemented in our mobile version yet. 
 
<h2 id="h_01HMB96484WQZDWF96KNG2Q45K">iOS App</h2>
When you open your app, you will see your dashboard with an overview of your due and outstanding invoices as well as your sales during the past 12 months.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_9490533188509_f22e097435.jpg" alt="image_6487327__3_.JPG" width="286" height="475">
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_9490534389533_49dcc5db61.jpg" alt="image_6487327.JPG" width="286" height="385">
 
<h2 id="h_01HMB96484KVEYDNR3Y59CPCNH">Invoice list</h2>
When you open the app, you will automatically start from the tab >Invoices wit all your invoices listed. 
<ul>
<li>You can filter your invoices by their status like in the web app or see more details of an invoice by tapping on it.</li>
<li>You can mark an invoice as >Paid by selecting an invoice, and tapping on the status button in the middle of the screen. From this view, you can also send the invoice, edit or delete it. <img style="width: 417px; height: 726px;" src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360043268072_d5bc3c89fc.jpg" alt=""> </li>
</ul>
 
<h2 id="h_01HMB96484ZS4MXJSZTPXRP4SP">Invoice creation</h2>
1. Tap the >plus-button (+) on the top right-hand corner of your screen to create a new invoice. This takes you to the editor, where you can select your customer, add your invoice rows and specify any other details you wish to include.
<img style="width: 419px; height: 725px;" src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360043311771_89da68d38d.jpg" alt="">
 
From the >Invoice number button at the top, you can specify other aspects of your invoice (e.g., reference number, discount, currency and language of the invoice).
Tap >Add item to add and modify the product/service from your database to your invoice. Using the >three dots next to "Add item" to add titles, text fields and subtotals to your invoice.   2. Once you are ready to send your invoice, tap on either >Next to preview the invoice or the >three dots icon beside it to >save as a draft. From the preview, you can click on the >box-arrow in the top right-hand corner to send your invoice.
The current delivery options supported in the mobile app are:
<ul>
<li>Send by email</li>
<li>Send as e-invoice</li>
<li>Send via post</li>
<li>Download as PDF</li>
<li>Share with a link</li>
<li>Approve and close</li>
</ul>
 
<h2 id="h_01HMB96484KFCZE2DNPEWMAMB4">Customers and products</h2>
By tapping on the corresponding tab, you can navigate to your >customer and product lists. <img style="width: 420px; height: 730px;" src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360043268092_fc104c7c73.jpg" alt=""> 
Here, you can add customers and products via the >plus-button (+) along with any additional information. To add them to your database, tap >Save in the top right-hand corner.
 
<h2 id="h_01HMB96484X4NR01CTEAMS0KP6">Additional features</h2>
By navigating to >More, you can check your account and read more about our application from the About us section. Tap >Support to check our Help Centre or contact our customer support team. We are constantly improving the app and will expand the list of supported features in the future.
 
If you wish to subscribe to a Premium plan, please navigate to our web version at <a href="https://secure.zervant.com/login/login/en">https://secure.zervant.com/login/login/en</a>
For more information about mobile app functions, please check out <a href="https://support.zervant.com/hc/en-gb/articles/360036007772" target="_self">What is available on the Zervant mobile app?</a>
</div>
<div>
<div> </div>
</div>

In this article, you can find information on everything you need to know before taking your app into use.
1. <a href="#h_01FY8R9EH0VV3946M2KBHJMR0P" target="_self">Sign-up on the mobile apps</a>
2. <a href="#h_01FY8RD8SJG4RXN5F492KY994J" target="_self">How can I reset my password or change my login email?</a>
3. <a href="#h_01FY8REYZ9RQ1WNR6YWCGCSFW5" target="_self">What is available on the mobile apps</a>
 
<h2 id="h_01FY8R9EH0VV3946M2KBHJMR0P">Sign-up on the mobile apps</h2>
 
You can download our apps (iOS and Android) from your AppStore/PlayStore. 
When signing up, please select the country your business is registered in. After that, all country specific settings are uploaded to the app and the country can not be changed anymore.
 
Please remember to update the Zervant app regularly so that you always have access to the newest features and system updates.
The use of our app is free. You can use Zervant's free version for as long as it suits your needs. When you business grows and you need more features, you can upgrade your plan through the web browser. You can find our plans and prices on our website: <a href="https://www.zervant.com/en/pricing/">https://www.zervant.com/en/pricing/</a>
 
<h2 id="h_01FY8RD8SJG4RXN5F492KY994J">How can I reset my password or change my login email?</h2>
If you forgot your password, please click on "Forgot your password?" under the login screen of your app. You will receive an email to your login email address in order to reset your password. 
If you wish to change your login email address or password, you can login to Zervant on your computer and navigate to My account >User account and change User email and password there.
 
<h2 id="h_01FY8REYZ9RQ1WNR6YWCGCSFW5">What is available on the mobile apps</h2>
<div>The Zervant mobile app is constantly being updated and improved, but currently it’s possible to do the following in the app:</div>
<div> </div>
<ul>
<li>Create invoices and estimates.</li>
<li>Send your invoices and estimates via email or post or download them as PDF.</li>
<li>Send your invoices and estimates as a link through any messaging app.</li>
<li>Access your invoice list and get an overview of your paid and overdue invoices.</li>
<li>Access your estimate list and get an overview of your accepted and rejected estimates.</li>
<li>Change the status of your invoices to track overdue invoices.</li>
<li>Add and edit your customers.</li>
<li>Add and edit new products and services.</li>
</ul>
<div> </div>
<div>Additional services are available in the web-app. These include:</div>
<div> </div>
<ul>
<li>Receipts, payment reminders, payment schedules, time tracking, delivery notes and online payments.</li>
<li>Additional default invoice settings : message, footnote, VAT, currency and preferred payment methods.</li>
<li>Subscribe to a Premium plan.</li>
</ul>

<div>There are two ways you can use Zervant: by going to <a href="https://secure.zervant.com/login/login/en">https://secure.zervant.com/login/login/en</a> or by using the Zervant mobile app, available for both iOS and Android. The Zervant mobile app is constantly being updated and improved, but currently it’s possible to do the following in the app:</div>
<div> </div>
<ul>
<li>Create invoices and estimates.</li>
<li>Send your invoices and estimates via email or post or download them as PDF.</li>
<li>Send your invoices and estimates as a link through any messaging app.</li>
<li>Access your invoice list and get an overview of your paid and overdue invoices.</li>
<li>Access your estimate list and get an overview of your accepted and rejected estimates.</li>
<li>Change the status of your invoices to track overdue invoices.</li>
<li>Add and edit your customers.</li>
<li>Add and edit new products and services.</li>
</ul>
<div> </div>
<div>Additional services are available in the web-app. These include:</div>
<div> </div>
<ul>
<li>Receipts, payment reminders, payment schedules, time tracking, delivery notes and online payments.</li>
<li>Additional default invoice settings : message, footnote, VAT, currency and preferred payment methods.</li>
<li>Subscribe to a Premium plan.</li>
</ul>

Creating and converting estimates with the app

Converting estimates to invoices