Your insurance certificates

Where: iPhone and iPad app and Website

Some customers ask to see your insurance before you start. Keep your certificates in Invoicer and send them in a moment.

On the iPhone app

  1. Go to Account, then Insurance.
  2. Use Add a policy and choose the PDF from Files.
  3. Open a policy to send it: Choose a client to send to, then Send to these clients.
  4. Switch on Warn me before a policy runs out.
  5. An old policy can be removed with Delete this policy.

On the website

  1. On the Dashboard, use View Insurance.
  2. Use Upload Policy to add one.
  3. Use Send to these clients to send it.

Good to know

  • Expiry warnings are emailed 30 days, 7 days and 1 day before the end date.
  • Policies must be PDF files of 10 MB or less.
  • A customer marked Needs my insurance shows Add my insurance on their page.

Something not working the way this says? Tell me and I will put it right.

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