Questions by Category: "Invoices"

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

List Layout feature allows you to customize your SUPPLIER invoice fields in list layout as a section as per your requirement. You can easily access your preferred section quickly to sav...more

We are owed to inform you that we are currently working with Xero to increase the sync limitations. There are a few concerns with sync pertaining to Xero and Apptivo. Xero is cloud-base...more

Once you have completed successful authentication with Xero, you can now create supplier invoices in Apptivo with single and multiple accounts syncing with Xero. Lets go through the fol...more

The Supplier Invoices App of Apptivo allows you to customize the columns listed in any views of the Supplier Invoices App. Along with creating new column sets, you can also make changes...more

Supplier Invoices in Apptivo allows you to create an Invoice based on the bill provided by the Supplier for the products ordered. Let us go through the below instance for a detailed pic...more

Customization and user reliability is one of the key goals of Apptivo. Using Supplier Invoices App, you can generate a report on the activities associated with a Supplier Invoice. You n...more

The default home page view allows you to view the Supplier Invoices home page with your basic needs. You can also customize the default home page view as per your needs. Steps to Custom...more

Recurring Supplier Invoices are flexible in letting you decide whether Supplier Invoices are emailed out automatically. Send a Supplier Invoices to your customers on a regular interval ...more

The integration with Xero enables you to create supplier invoices with taxes syncing with the Xero application. For that, you need to do the following. Add Currency in Xero Create Tax i...more

First, you need to configure “Views” settings in order to display “Shared Views” in Supplier Invoices App home dashboard. In order to view the custom views created and shared by...more

Supplier Invoices App offers a great new tool that allows you to create your own custom templates which will be used to generate PDF versions of your supplier invoices. By default, it h...more

Apptivo Supplier Invoices apps allow you to integrate the Apptivo account with Xero. With that, you can view the status of supplier invoices that are created in the Apptivo account from...more

Businesses involve transactions with multiple suppliers. Especially if the industry is product-based, different items are purchased from different Suppliers. To maintain the records eas...more

A custom view is a feature that allows you to search & filter a list of supplier invoices, then select the columns you want and save a shortcut for later. This view feature is stand...more

When delivering your Supplier invoices to sellers with email, you'll be able to provide a customized message for every invoice. You always have the option to modify this text when sendi...more

The Bulk Actions feature enables the users to perform certain actions in bulk. This reduces the time and manual effort. The various bulk actions offered in the Supplier Invoices App are...more

General Reports General reports give the detail history of the created supplier invoices generally for the given period and also you can view the report conventionally for a particular ...more

The SMS template feature of Apptivo is utilized while sending SMS as an action in Triggers. To make use of the SMS feature, it is essential to add a phone number in the Contact Center A...more

When delivering your Supplier invoices to sellers with email, you'll be able to provide a customized message for every invoice. You always have the option to modify this text when sendi...more

Custom attributes are the common features for all apps. These are like business attributes which allows you to customize your business with the custom fields. They can be quickly and ea...more

You can view the all paid supplier invoices under the "Paid" tab of your left side panel. Steps to View Payment Details of Supplier Invoices Log in and access Supplier invoices app from...more

By default, quick links in the Supplier Invoice App home page contains several links which guides the user to different apps. You can also add our own quick links by customizing setting...more

Personalized your communication settings is allow you to have an effective line of interconnection with your customers. You can create your own contact type confer to your business requ...more

Supplier Invoices App payment methods provide you a set of standard payment outlets for your invoices payments. Apart from that, you can add your own payment method if you would like. S...more

Supplier Invoices App in Apptivo allows you to generate multiple reports. You need not configure each report. Apptivo offers a dedicated Reports page where you have the features to gene...more

In Master Layout you can add new features as per your business requirement. You can create custom attributes at both header level and line level. The header level attributes are like co...more

Supplier Invoices App in Apptivo has a comprehensive user interface where you can change the status of the Invoice. Right from the creation of a Supplier Invoice until the end, you can ...more

The Supplier Invoices App of Apptivo is a one-stop solution to create and manage all the supplier invoices. In addition to the different filters provided by Apptivo, you can also create...more

The Supplier Invoices app allows you to create supplier invoices based on the Purchase order and invoices you received from the supplier. The main advantage of using this app is you can...more

This feature of the Invoices App allows you to create a new supplier invoice from another supplier invoice. This feature helps you in situations when you are in need of a “specific”...more

You can customize the report settings in order to hide or show your reports. You can also give privileges to your employee for access reports. Steps to Customize Reports in Supplier Inv...more

Tags are the labels that are used to identify the supplier invoices by category. It allows group records from the various category by common use which facilitates finding or searching f...more

The Purchase Orders app allows you to create all the items you are going to buy from the supplier. This will help you to associate with supplier invoices and supplier payments. Steps to...more

A tax rate is a percentage or the Fixed amount in which an individual or corporation is taxed. You can customize your sales taxes for your supplier invoices. These settings allow you to...more

The Supplier Invoices of Apptivo allows you to archive multiple supplier invoices on a single instance using the Bulk Actions feature. Steps to bulk archive the supplier invoices Connec...more

By default the multi currency field is generated in the Supplier Invoices App. There is no need of configuring any setting for multi currency here. You can choose your own preferred cur...more

In Supplier invoices app, for every supplier invoice created,  a payment number has to be generated for reference purpose. The payment numbers can be either manually recorded or automa...more

Supplier invoices represent a payable that is created when a product is received from a Supplier.  Now the supplier invoice app is ready with the significant features which are likely ...more

Supplier Invoices are generated after receiving products from suppliers. A single supplier invoice may contain the Invoice #, Supplier Invoice #, Supplier Invoice Date, Invoice Due Date...more

Supplier invoices App allows you to view the invoices which are unpaid beyond the due date. You need to keep track of the clients who have not cleared the payments and who have passed t...more

The Supplier Invoices App of Apptivo allows you to keep track of all your invoices in one application. The left navigation panel of the Supplier Invoices app has multiple filters. This ...more

The supplier invoices may be found under different statuses. If supplier invoices created and partially paid, then these invoices are considered drafts. If invoices are fully paid, then...more

In Collaboration, you can customize the visibility of various tabs present in the overview page of the supplier invoices. For instance: If you don't want to view the "Tasks" tab in the ...more

Supplier Invoice tags help you to organize your supplier invoices into groups and also allows you to view the list of supplier invoices by particular tag. Tags are nothing but labels wi...more

If you have got a supplier who pays the same amount every month, all you need to do is, create or set-up a Recurring Supplier Invoice. Note: If you create a Recurring Supplier Invoice f...more

The Supplier Invoices App of Apptivo allows you to archive the records and these records can be easily restored from the Trash page. Steps to restore the archived invoices Connect to yo...more

Supplier Invoices Integration Supplier Invoices app integrates with Suppliers, Sales Receipts, Invoices, Receivables, Purchase orders and Payables. Learn more about the Supplier Invoice...more

The Supplier Invoices App of Apptivo allows you to filter out the supplier invoices that have purchase orders added to it. Let's go through the steps to view the Received POs in the Sup...more

Steps to Record Payment in Supplier Invoices Log in and access Supplier Invoices app from your universal navigation menu bar. Click on “By Status” and select “All” from the left...more

Supplier Invoices App allows us to rename the app which is used to identify the application through the UI navigation. Steps to Customize App Name in Supplier Invoices App Log in and ac...more

Supplier Invoices App allows you to view the unpaid invoices by a single click. Lets walk through the following steps to understand better. Steps to View Unpaid Supplier Invoices Log in...more

Xero is cloud-based accounting software that was developed specifically for small and medium-sized businesses. You can integrate the Apptivo Invoicing app with Xero. You have to first a...more

News Feed By default each and every event will be displayed in news feed on the supplier invoices home dashboard. This significant feature is common in every app. You can stop displayin...more

Supplier Invoices App allows you to perform a simple search. Simple Search Simple search allows you to search using a single search field located in the header bar. Simple search takes ...more

Supplier invoices app allows you to highlight the important invoice records to make them stand out. This configuration will contain a background colour, text colour, priority score to v...more

Supplier Invoices are generated after receiving products from suppliers. You can create supplier invoices from Supplier Invoices App. It also allows you to edit the supplier invoice usi...more

Supplier Invoices are generated after receiving products from suppliers. You can delete a supplier invoice if it is not fully paid. Steps to Delete Supplier Invoices Log in and access S...more