By Hannah Cole, small-business bookkeeping systems analyst with 10 years of experience reviewing invoice reports, project expenses and cash-flow records
Last reviewed: July 20, 2026

Invoice2go is an invoicing platform with tools for client billing, expense tracking, projects and business reports. This independent guide is not affiliated with Invoice2go or BILL.

The most useful workflow is to record invoices and expenses consistently, then use Invoice2go reports to review revenue, profit, losses and cash flow. Reports can be filtered by date and exported, but their accuracy depends on the underlying invoices, payment statuses and expense entries.

What Invoice2go Is

Invoice2go provides web and mobile tools for invoices, estimates, payments, clients, items, expenses, projects and business reporting. Its app navigation also includes cash flow, integrated applications and time-tracking functions.

The main job in this guide is not merely opening a graph. It is building a reliable trail from customer invoice to recorded payment, business expense and final report.

Those records answer different questions:

Record	What it tells the business
Invoice	What the customer was billed
Payment status	What has been recorded as received
Expense	What the business spent
Project	Which job the documents and costs belong to
Report	How the recorded activity performs over a selected period

Keep the layers separate.

An invoice can be sent but unpaid. An expense can be recorded but not passed to a customer. A report can be technically correct while still being incomplete because a cash payment or project cost was never entered.

Log In to the Correct Invoice2go Account

The official Invoice2go login page contains Email, Password and Forgot password? controls.

Invoice2go’s web-access instructions add a six-digit verification step. The user enters the code sent by email into Verification code, may select Remember this device, and then chooses Confirm.

Do this first: confirm the company name, recent invoices and client list after signing in. Skip rebuilding reports when the underlying problem may be that another valid Invoice2go profile was opened.

A wrong-account login can look like lost financial history. The web page loads, but reports appear empty or clients are missing because the records belong to another business email or linked sign-in.

Use Remember this device only on equipment controlled by the authorized user. Shared devices should continue requiring the additional verification step.

Where Invoice2go Reports Are Found

Invoice2go includes a dedicated Reports area in its app navigation. Its report dashboard allows users to open Report list in the upper-right corner and access reports for a selected date range. Reports can be previewed in table format and exported as CSV or PDF.

That gives the business three separate controls:

• report type
• reporting period
• export format

Choose the date range first. Skip interpreting a total until the report period has been confirmed.

A year-to-date report and a previous-month report can both be correct while showing very different revenue, expense or cash-flow figures. The visible period is therefore one of the first items to check when a report “looks wrong.”

CSV and PDF also serve different purposes. A PDF is useful for a fixed, readable record. CSV is better when the business needs to sort entries, review calculations or move the data into another accounting workflow. Invoice2go confirms that supported reports can be exported in both formats.

What the Reports Can Show

Invoice2go says its reporting features can help users track revenue, profit, losses and cash flow.

Those labels should be read carefully.

Revenue generally reflects recorded business income activity. Profit depends on both income and expense information. Cash flow is concerned with movement of money over time. A report cannot know about an unrecorded cash purchase, a check received outside the platform or an invoice that was manually marked paid before funds were confirmed.

Start with the source records.

When a report total seems too high, review whether duplicate invoices or manually added payments exist. When profit seems too high, check whether expenses were omitted. When cash flow seems weak despite strong invoicing, review which documents remain unpaid.

One figure is not the business.

Invoice2go provides operational reporting, but it is not a substitute for professional tax filings or a full accounting review. Classification rules and tax treatment can vary by region, business structure and expense type.

Recording Expenses

Invoice2go includes a dedicated expenses area and lets users attach expenses to invoices or projects. Its support structure groups expenses with clients and items, while its project tools allow invoices, estimates, expenses, photos, files and notes to be kept together for one job.

An expense record should identify what the business paid and why.

Useful internal details can include:

• expense date
• supplier or category
• amount
• related project
• receipt or supporting image
• whether the cost will be billed to a customer
• any markup used on the invoice

Priority statement: record the expense first, skip adding an unexplained amount directly to the customer invoice.

That sequence preserves the cost as a business record before it is turned into a billable line. It also helps prevent a business from charging the customer for a cost while forgetting to include that same cost in profit reporting.

Invoice2go’s published expense workflow lets a user open an invoice’s edit screen, choose Expenses under items, select the relevant expense and add it to the document.

Adding an Expense to an Invoice

An expense can be connected to a customer invoice when the business intends to recover that cost.

Invoice2go’s official workflow begins on the invoice edit screen:

1. Open Expenses under the item area.
2. Search for the expense or select it from the list.
3. Add the chosen expense to the invoice.
4. Review the resulting customer-facing line before sending.

Check the markup and description carefully.

An internal expense name may make sense to staff but confuse a customer. “Material run 07/18” is less useful than a clear billable description tied to the job.

Do not add the same cost twice. A common mistake is to include the expense as a saved item and also attach the original expense record. The invoice total may then overstate what the customer owes.

Invoice2go’s own expense guidance says expenses can appear under invoice items and supporting images may be shown below the invoice, giving customers visual confirmation of the cost.

Review the preview. Skip sending until the customer-facing document shows only the intended information.

Projects Keep Costs and Billing Together

Invoice2go Projects can hold invoices, estimates, expenses, photos, files and notes related to one project.

This is useful for jobs that extend beyond one visit or one invoice.

A contractor may have an estimate, several materials expenses, progress photos and a final invoice. Without a project record, those items can be scattered across separate lists. With a project, the business can review the job from proposal through billing.

Use Projects for job-level context. Skip treating the general invoice list as the only record of work performed.

A project total can also expose missing information. If the invoice is present but materials expenses are absent, the job may appear more profitable than it was. If expenses are attached but the final invoice is not, the project may look incomplete.

Hands-on review matters: compare the project’s estimate, expenses and invoice before relying on a profit figure.

Saved Items Versus Expenses

Invoice2go separates Items from Expenses in its navigation and support structure.

A saved item is typically a product or service the business sells repeatedly. An expense records a cost incurred by the business.

That distinction affects reporting.

For example, “Two hours of repair labor” fits naturally as an item. “Replacement component purchased from a supplier” may begin as an expense and then be added to the invoice if the customer is responsible for it.

Do not use expenses as a substitute for a clean product or service catalog. Repeated services should generally be kept consistent so invoice descriptions and rates remain easier to review.

Likewise, do not create a generic sales item for every internal cost when the business needs expense records for project and profit analysis.

Why a Report May Look Wrong

Most report problems begin in the source data rather than the report screen.

Check these possibilities:

• the wrong date range is selected
• an invoice remains unpaid
• an offline payment was never recorded
• an invoice was marked paid manually by mistake
• an expense was entered under the wrong date
• the same expense was added twice
• a job cost was not connected to its project
• the user entered another Invoice2go account

Do this first: identify which total is wrong and trace it back to the related invoice or expense. Skip exporting the same inaccurate report repeatedly.

A revenue problem should be traced to invoices and payment status. An expense problem should be traced to expense entries. A project profitability problem should be traced to both.

Invoice2go’s report list supports drill-down review by selected date range, which is more useful than judging the dashboard total in isolation.

Narrow the period. Find the record.

Reports Are Not Tax Returns

Invoice2go business reports can support bookkeeping review, but tax classification remains the user’s responsibility.

An expense recorded in the app is not automatically deductible. A payment marked as revenue may require different treatment depending on timing, business method and jurisdiction. Sales tax collected from customers may also need to be separated from ordinary business income.

The Internal Revenue Service is the relevant federal authority for U.S. tax rules, while state and local agencies may impose separate sales-tax or reporting requirements.

Use Invoice2go reports as working records. Skip treating one exported profit figure as a completed tax return.

A useful handoff to a bookkeeper includes:

• report period
• invoice export
• payment records
• expense export
• explanation of unusual transactions
• supporting documents retained by the business

The app can organize the data. It cannot decide every accounting treatment.

Export Reports Before Major Account Changes

Invoice2go allows supported reports to be exported in CSV or PDF.

Export before:

• switching accounting systems
• changing the person responsible for bookkeeping
• cancelling a subscription
• deleting an account
• correcting a large group of historical records

This creates a fixed reference showing what the account contained before the change.

Priority statement: export first, skip bulk edits without a baseline copy.

The CSV is useful for row-level review. The PDF is useful when the business needs a readable snapshot that will not change when sorted or recalculated.

Keep the export with the date range and report name clearly identified. A file called “report-final” becomes difficult to interpret months later.

Invoice2go Pricing and Report Access

Invoice2go currently offers Starter, Professional and Premium plans, with differences in invoice volume, card-payment pricing and feature access. Its public pricing page lists clients, team members and client activity across the displayed plans.

Plan details can change, and the account’s current subscription screen should be checked before assuming that a feature or limit applies.

Third-party reviews may describe earlier pricing or older invoice allowances. For example, recent review pages do not always match one another, which is another reason to use the current Invoice2go pricing page rather than treating an old comparison as the source of truth.

Check the plan first when a report, export or advanced feature appears missing. Skip reinstalling the application until subscription access and account identity have been confirmed.

Contacting Invoice2go Support

Invoice2go’s Help Center covers app navigation, invoices, clients, items, expenses, projects, reports and online payments.

Contact support when:

• reports remain empty despite confirmed records
• an expense cannot be found after saving
• an export fails
• the same data differs between web and mobile
• invoices appear under another account
• a project total remains inconsistent after records are checked
• report access appears unavailable on the active plan

Prepare the account email, report name, selected date range, device type and the specific invoice or expense involved. Do not include passwords, verification codes or confidential payment information.

Keep the question narrow: “The profit report for July excludes expense 184 even though it appears in the project” is more useful than “reports are wrong.”

Frequently Asked Questions

Does Invoice2go have business reports?

Yes. Reports can cover revenue, profit, losses and cash flow.

Where is the Invoice2go login?

Use the official account page with the email attached to the business profile.

Can Invoice2go reports be exported?

Yes. Invoice2go says reports can be exported as CSV or PDF.

Can I add expenses to an invoice?

Yes. Open the invoice edit screen, choose Expenses, select the relevant expense and add it to the document.

What does a Project contain?

A Project can hold invoices, estimates, expenses, photos, files and notes for one job.

Why is my profit report too high?

Expenses may be missing, dated outside the selected report period or disconnected from the relevant project. Review the date range and source expense records before changing the report.

Should an expense and invoice item be entered separately?

They serve different purposes. The expense records the business cost; an invoice item records what the customer is being charged. Avoid duplicating the same billable amount on the invoice.

Are Invoice2go reports enough for filing taxes?

No. They can support bookkeeping, but tax treatment depends on the business, jurisdiction and quality of the underlying records.