Use the compact controls to work with lists and documents on a phone.
1. Open the needed page
Use the navigation menu to open the list you need. Check the business selector before searching.
2. Open a record or its actions
Tap the invoice number or card to open the document. Use its action menu for more choices. If a report shows a wide table, swipe within the table to read its remaining columns.
3. Open document tools
In the invoice editor, use Open Invoice Tools. Choose the named panel or action you need, then close the tools to return to the document.
4. Review before confirming
Read the action label and confirmation. A collapsed mobile control is different from a feature blocked by your permission or the document’s status.