Rounded on Mobile

Everything you need to know about how to use Rounded's Android, iOS and Mobile Web apps

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80 articles in this collection
Written by Michelle Lota
Getting Started

What’s on the dashboard? [Mobile]

A look at Rounded's mobile app dashboard
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Written by Michelle Lota
Updated over a week ago

How to subscribe to a plan [Mobile]

Choosing a subscription plan on a mobile browser
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Written by Michelle Lota
Updated over a week ago

How to update my subscription/plan [Mobile]

How to change your Rounded subscription plan on a mobile browser
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Written by Michelle Lota
Updated over a week ago

Update subscription plans from yearly to monthly plan [Mobile]

Change to a monthly plan from an annual plan on a mobile browser
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Written by Michelle Lota
Updated over a week ago

Manage your account settings [Mobile]

Managing account settings on the mobile app
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Written by Michelle Lota
Updated over a week ago

Manage business details [Mobile]

Edit your business details on the mobile app
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Written by Michelle Lota
Updated over a week ago

Updating credit card information [Mobile]

How to update your credit card information via the mobile app
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Written by Michelle Lota
Updated over a week ago

Billing history and receipts for Rounded subscription payments [Mobile]

Where to find billing history and receipts for Rounded subscription payments on a mobile browser
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Written by Michelle Lota
Updated over a week ago

Changing Rounded account email [Mobile]

How to change your Rounded account email/username on the mobile app
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Written by Michelle Lota
Updated over a week ago

Display only your business name in invoices/quotes [Mobile]

Displaying your business name in invoices/quotes on the mobile app
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Written by Michelle Lota
Updated over a week ago

Smart Notifications [Mobile]

How to set notifications received from Rounded on the mobile app
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Written by Michelle Lota
Updated over a week ago

Changing payment terms [Mobile]

How to change payment terms on the mobile app
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Written by Michelle Lota
Updated over a week ago

Use Stripe to collect invoice payments [Mobile]

How to connect to Stripe on the mobile app
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Written by Michelle Lota
Updated over a week ago

Use PayPal to collect invoice payments [Mobile]

How to connect to PayPal on the mobile app
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Written by Michelle Lota
Updated over a week ago

Change/reset your Rounded password [Mobile]

Changing your Rounded password on the mobile app
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Written by Michelle Lota
Updated over a week ago

How to cancel your Rounded subscription [Mobile]

Cancelling your Rounded subscription via mobile browser
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Written by Michelle Lota
Updated over a week ago

Format text using Markdown

How to use Markdown to further customise your quotes and invoices
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Written by Michelle Lota
Updated over a week ago
Bank Feeds

Bank Feeds - Other Transaction Types [Mobile]

Classify other transaction types (Non business, Owner Drawings, Account Transfers, or Tax Payments/Refunds) via bank feeds on the mobile app
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Written by Michelle Lota
Updated over a week ago

How to view/retrieve transactions tagged as other bank feeds transactions [Mobile]

Retrieve transactions tagged as non business, account transfers, owner drawings, or tax payments/refunds in Bank Feeds via the mobile app
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Written by Michelle Lota
Updated over a week ago

Connect your bank account/s to Rounded [Mobile]

Connecting your bank account/s to the Rounded mobile app
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Written by Michelle Lota
Updated over a week ago

Add another bank account to Bank Feeds [Mobile]

Adding another bank account to Bank Feeds on the mobile app
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Written by Michelle Lota
Updated over a week ago

Choose which accounts to display in Bank Feeds [Mobile]

Choosing what account to display in Bank Feeds on the mobile app
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Written by Michelle Lota
Updated over a week ago

Manually refresh your bank feeds [Mobile]

How to manually refresh bank feeds on the mobile app
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Written by Michelle Lota
Updated over a week ago

Add income via bank feeds [Mobile]

Adding income via bank feeds on the mobile app
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Written by Michelle Lota
Updated over a week ago

Assigning a payment to multiple invoices [Mobile]

Assigning a bank feed credit to multiple invoices
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Written by Michelle Lota
Updated over a week ago

Add expenses via bank feeds [Mobile]

Adding expenses via bank feeds on the mobile app
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Written by Michelle Lota
Updated over a week ago

Delete an existing bank account in Bank Feeds [Mobile]

Deleting an existing bank account in Bank Feeds on the mobile app
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Written by Michelle Lota
Updated over a week ago
Invoices and Quotes

Share the link of invoices/quotes to clients [Mobile]

How to share the link of invoices/quotes to clients via the mobile app
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Written by Michelle Lota
Updated over a week ago

How to edit sent/accepted quotes [Mobile]

Editing sent/accepted quotes via the mobile app
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Written by Michelle Lota
Updated over a week ago

Display client's address on the invoice [Mobile]

How to display client's address on an invoice/quote via the mobile app
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Written by Michelle Lota
Updated over a week ago

Sending a quote to a client [Mobile]

Creating and sending quotes to your clients on the mobile app
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Written by Michelle Lota
Updated over a week ago

Rename a Quote to Estimate or Proposal [Mobile]

How to rename a Quote to Estimate or Proposal via the mobile app
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Written by Michelle Lota
Updated over a week ago

Convert quotes to invoices [Mobile]

Converting quotes to invoices on the mobile app
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Written by Michelle Lota
Updated over a week ago

Archive/Activate quotes [Mobile]

Archiving/Activating quotes on the mobile app
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Written by Michelle Lota
Updated over a week ago

Sending an invoice to a client [Mobile]

Creating and sending invoices to your clients on the mobile app
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Written by Michelle Lota
Updated over a week ago

Requesting a deposit [Mobile]

How to request a deposit via the mobile app
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Written by Michelle Lota
Updated over a week ago

Add your business address to your invoices/quotes [Mobile]

Adding your business address to your invoices/quotes on the mobile phone
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Written by Michelle Lota
Updated over a week ago

Choosing a numbering system for invoices [Mobile]

Options for creating invoice numbers on the mobile app
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Written by Michelle Lota
Updated over a week ago

Customise invoices and quotes [Mobile]

Customisation options for invoices and quotes on the mobile app
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Written by Michelle Lota
Updated over a week ago

Adding/changing an invoice or a quote logo [Mobile]

Adding a logo on the mobile app
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Written by Michelle Lota
Updated over a week ago

Quote/Invoice Discounts [Mobile]

Adding a discount to an invoice on the mobile app
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Written by Michelle Lota
Updated over a week ago

Record a payment against an invoice [Mobile]

How to record a payment on the mobile app
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Written by Michelle Lota
Updated over a week ago

Mark an invoice as sent [Mobile]

How to mark an invoice as sent via the mobile app
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Written by Michelle Lota
Updated over a week ago

How to edit outstanding/paid invoices [Mobile]

How to edit outstanding/paid invoices on the mobile app
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Written by Michelle Lota
Updated over a week ago

Add/change your payment details [Mobile]

Add/change your payment details on the mobile app
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Written by Michelle Lota
Updated over a week ago

Adding item templates [Mobile]

How to add item templates on the mobile app
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Written by Michelle Lota
Updated over a week ago

Edit the footer template [Mobile]

Edit the footer template on the mobile app
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Written by Michelle Lota
Updated over a week ago

Hide or unhide fields on an invoice or quote [Mobile]

Hide or unhide fields on an invoice or a quote on the mobile app
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Written by Michelle Lota
Updated over a week ago

Manual reminders for overdue invoices [Mobile]

How to send manual reminders for overdue invoices on the mobile app
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Written by Michelle Lota
Updated over a week ago

Sending a receipt [Mobile]

How to send a receipt on the mobile app
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Written by Michelle Lota
Updated over a week ago