Questions by Category: "Invoice"

The Print/Web Layouts feature allows you to customize your PDF template. You can add your desired information or description in the header or footer section. Let’s have a look at the ...more

In the Invoice App of Apptivo, you can add notes to the Bill of Materials table present in the Products/Items Sold section of your invoices. Before using this table, you have to configu...more

Apptivo provides you with a new feature of setting the values of your items based on the selected UOM (Unit Of Measure) categories. While creating an Invoice for the Products or Items, ...more

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In the Invoice app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of the windows app layout with...more

The Invoice App of Apptivo allows you to print your invoices in PDF format. Also, you can determine the fields that will be visible in the PDF by customizing your PDF template. This inc...more

Once you have completed successful authentication with Xero, you can now create invoices in Apptivo with single and multiple accounts syncing with Xero. Steps to Create Invoice with A...more

The integration with Xero enables you to create invoices with taxes syncing with the Xero application. For that, you need to: Add Currency in Xero Create Tax in Xero Enable Xero Integra...more

In the Invoice app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of the Mobile as the Mobile La...more

This feature provides you the ability to customize the “Make Payment” button found in the email of the Invoice PDF. This can be customized from the Settings section. Steps to Custo...more

To Generate list of customers by Item: Log in and access Invoices App from your universal navigation menu bar. Click on "Reports" icon located at the app header bar. You can view "Gener...more

To Generate Item ordered by customer Report: Log in and access Invoices App from your universal navigation menu bar. Click on "Reports" icon located at the app header bar. You can view ...more

Custom views enable you to create customized views by defining the criteria according to your requirement.The custom views created by the user will be listed in the left panel views of ...more

Invoices App from Apptivo helps you to manage and create invoices for your business. With that, you can create an invoice and directly send mail to the customers. Invoices app are provi...more

The Invoice App of Apptivo allows you to customize the template of your invoice PDF. In this template, you can also enable the provision to add notes for your rows. Thus, the notes adde...more

Triggers empower you to automate actions increasing effectiveness and ensure business process does not slip through. With every trigger you set up, you can characterize a sequence of au...more

Apptivo’s Invoices app helps to create and send the invoices in an efficient way to get the payment faster. With the Apptivo customization, you can customize the app as per your busin...more

While printing your documents in PDF, you might want your documents to be downloaded in a particular file name format. This can be configured effortlessly from the Print/Web Layouts of ...more

There are numerous situations where you might need to keep a customer informed of the status of the invoices. Apptivo provides the ability to add third-party customers to specific invo...more

Consider the scenario, where you are maintaining a real estate business, with all the property and land details are maintained in the Apptivo Properties App. Now, once a property is sol...more

The CPQ option available in the Settings page of the Invoice app allows you to configure the column set while selecting the classes and choices. This applies while adding the Bill of Ma...more

One of the core activities of any business would be invoice processing. So, assuming you already know how to create invoice, the next step is the process of sending email to your custom...more

Users in Milan, Italian Republic can easily set up their online Invoices to charge for the sales\services taxes.  In Milan, businesses are required to charge VAT taxes on all products\...more

Users in Kuala Lampur, Malaysia can easily setup their online invoices to charge for the proper taxes.  In Kuala Lampur, businesses are required to charge GST taxes on all products/ser...more

The Invoice App of Apptivo allows you to have the News Feeds added automatically as Notes in the corresponding invoices. Steps to add news feed as notes Connect to your Apptivo account ...more

Providing discounts and rate cuts to customers is one of the traditional methods opted to increase the Customer - Business closeness since the beginning of time. You can set discounts f...more

Consider you are running a real estate business, where all the property information is effectively maintained in the Apptivo Properties App. And you would like to invoice your customers...more

The Invoice App of Apptivo allows you to print your invoices in PDF. In addition, you can also customize the fonts of the fields displayed in the PDF individually. Steps to change the f...more

Hey Juan, this isn't something support right now.  We'll get this into the pipeline and post an update once this is available....more

Pricing feature encourages you to characterize more than one cost for a solitary item. I.e You could set diverse costs for a solitary item for various customers. Invoices App enables yo...more

Steps to Generate Revenue Invoice Tax Detailed Report: Log in and access Invoices App from your universal navigation menu bar. Click on "Reports" icon located at the app header bar. Cli...more

When you receive an invoice payment electronically, it automatically records the payment for you. But, this gives you a backup to perform manually as well. Navigate to the Invoices App,...more

Invoicing Workbench in Apptivo helps you to generate workbench for the cases that will auto-accumulate into a single batch based on the selected filters and configured criteria. Steps t...more

The Invoice App of Apptivo is an effective online billing system that allows you to manage your invoices effortlessly. The Resend option of the Invoice App allows users to send the invo...more

Apptivo helps you to associate with all the other apps. You can perform the conversion by associating apps according to your needs. Properties App helps you to enable Custom Conversion ...more

Apptivo Sub Invoices streamlines your business more effectively, giving you the ability to print only the specific item lines when you print PDF an Invoice. This feature of sub invoices...more

In the Invoices App of Apptivo, go to Settings from the App Header. Select Invoice → Invoice Payment Summary from the left navigation panel. The Invoice Payment Summary page will com...more

Hey Jason,Thanks for taking time to post your question.Yes!! You can produce a tax inclusive invoice using the Apptivo Invoices App. Apptivo Invoices App has the most prevalent configu...more

Dear Customer, Due to a recent change in QuickBooks’ OAuth configuration, Apptivo will be updating its integration to support the change and improve security measures. The current ver...more