Questions by Category: "Invoices"

Yes, you can create Contacts, Leads, Invoice, Cases, Opportunities, Orders, Work Orders, Estimates and Projects from the Customers App. When you create these objects it will give you a ...more

Challenges faced by Small and Medium Business Owner When it comes to InvoicingOne among the few challenges faced by many small scale entrepreneurs is the payment delays. And if they hav...more

Yes, of course there is! Every invoice that is created will automatically generate a PDF file containing all of the invoice information. Even when you email the invoice to your customer...more

"My work Queue," allows you to view the work queues that you are responsible for overseeing. It gives you an idea about how many task have been completed and how many are yet to be comp...more

The "Error on Line X"  is related to configuration of your chart of accounts. You’ll see in the top of your file it declares the account types. However, these values change based on ...more

As per the current functional flow, you cannot view the history of original invoice. Only the last updated information can be tracked in reports or in views. But here are the steps to p...more

Yes, you have the ability to make custom attributes created at the header level and line level visible in the PDF template. For that you need to create the custom attributes in the PDF ...more

You can change the from email address from which the invoice are sent out by configuring your new email address in IMAP of "Preferences" setting. Make sure that the configured email is ...more

One of the coolest feature in Apptivo Financial Apps is that one can customize the name of the PDF attachments while composing and sending out emails (Estimates, Invoices etc.). For ins...more

Importance of using Invoicing application for your businessNo matter the size of your business its always better implement a good CRM. The invoicing app in the CRM allows you to send ti...more

The standard drag-and-drop editor supports only a basic set of colors to pick from. While this is nice and simple in most cases, perhaps you're a marketing agency, and want to take an e...more

Bulk action option allows you to edit several invoices records simultaneously. You can export the invoices to an excel sheet. Let’s see how it's done. Here we go! Note: Line levels in...more

The Invoices App provides tax settings for the purpose of  including taxation on the goods and services sold. Most regions around the world use a single rate tax code system. Calculati...more

Users in the Province of Newfoundland and Labrador, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of Newfoundland & Labrador busin...more

While sending invoices to your clients, if you do not want to show the Apptivo brand (Generated by Apptivo) to be visible to your clients, then you are able to hide that from the config...more

Users in the Province of Prince Edward Island, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of Prince Edward Island, businesses are r...more

Apptivo provides multi-currency support with an automatic currency conversion rate. All the account transactions will be done using the company’s base currency. However, you can see t...more

You can view the invoices which are about to be send to the customers in the status “To be Emailed”. These are queued up for you to approve and send out to customers.  Here are the...more

Users in North Rhine- Westphalia, Germany can easily set up their online Invoices to charge for the sales/services taxes.  In North Rhine- Westphalia businesses are required to charge ...more

If you’re a Starter Plan User, all invoices will include “Generated by Apptivo” at very bottom of an invoice. You’ll also be alerted by a pop up message "This feature requires ...more

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

Invoices App helps you to view the Customer & Contact Association by selecting the option Property at the Invoices line level. It can be done when you create a Property with its Cus...more

An invoice is generated and sent to you for making payment as an email attachment. The following are the steps to make payment through Paypal online. Steps to Find Invoice for Which Pa...more

Users in the province of New Brunswick, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of New Brunswick businesses are required to char...more

Users in South Holland, Kingdom of the Netherlands can easily set up their online Invoices to charge for the sales/services taxes. In South Holland businesses are required to charge VA...more

In order to add your customer's previous balance, you need to customize your invoices app setting by enabling "Invoice Total". Enabling this setting allows you to include your customer'...more

Apptivo users in the province of Nova Scotia, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of Nova Scotia businesses are required to ...more

Invoices App provides two types of tax rates, while defining multi rate taxes. They are as follows. Flat Taxes Stacked Taxes Flat Taxes When you select the flat rate type, all taxes are...more

Users in Province of Gauteng, South Africa can easily set up their online Invoices to charge for the sales/services taxes.  In Gauteng businesses are required to charge VAT taxes on al...more

Projects App supports "360°" tab, which is a great feature that allows you to view find associated objects. Check out the "360" tab, when viewing a project. Steps to View Associated I...more

Zipmark is an secure digital check. Lets walk through the following steps to accept a Zipmark payment.Steps to Accept Zipmark as a Payment OptionLog in and access Invoices App in your...more

Users in Sao Paulo, Federative Republic of Brazil can easily set up their online invoices to charge for the proper taxes.  In Sao Paulo businesses are required to charge VAT(IPI) and V...more

While creating invoices, there will be two options at the bottom of the page - Save For Later Email Invoice The following example would help you understand better. Here we go.Email Invo...more

The customization of the PDF Templates involves the feature of aligning the attribute label and its values in the Invoices App.  Consider the following scenario where, in the Invoices ...more

Default value is one of the field properties in Master Layout. This feature allows you to define the default text in the Text Area field which can be modified/updated in the create/over...more

The Invoices can now be listed based on the item sales by category. This report can bring out all the items based on the category, status, and filtered based on any specific period. For...more

Default value is one of the field properties in Master Layout. This feature allows you to define the default text in the text box field which can be modified/updated in the create/overv...more

You can upgrade your account for free 30 day trial to access all the special features such as custom attributes, message templates etc. If you are a standard plan user, you cannot acces...more

You can change the font size of  the “Business Name” using JSON editor. This done by increasing the font size in coding. Use the editor to change font name and font color of the �...more

Users in the Province of Quebec, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of Quebec businesses are required to charge GST and QST...more

Hi Mark, Thanks for taking time to post your question.You can record an overpaid invoice as a credit note for the customer. Please refer the following link for reference:How do i give u...more

Users in the Province of Ontario, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of Ontario, businesses are required to charge HST taxe...more

Users in the Province of Saskatchewan, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of Saskatchewan, businesses are required to charg...more

Users of Apptivo Software  in the Province of Manitoba, Canada can easily set up their online invoices to charge for the taxes.  In the province of Manitoba businesses are required to...more

In British Columbia, Goods and Service Tax (GST) + Provisional Sales Tax (PST) tax is levied.  GST+PST is 12 percent, which is a combination of 5 percent federal and 7 percent provinci...more

Your client will be able to see the complete details about an invoice that you have sent him. ...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

You can customize an invoice template to present billing information to your customer based on your company requirements. You may set up your invoice template with account balance infor...more

No. Apptivo Invoices App does not impose any limitations in adding items while creating an invoice. You can add as many items to an invoice and bill your customers for it. You can add ...more

You can build your own PDF templates for the invoices which will be used to generate PDF versions. Now this tool is further enhanced with new feature i.e. creating the PDF Templates wi...more

No, there are no additional transaction fees incurred when you integrate authorize.net. You link your authorize.net account using the steps provided in Authorize.Net payment gateway As ...more

Users in New South Wales, Australia can easily set up their online Invoices to charge for the sales/services taxes.  In New South Wales businesses are required to charge GST taxes on a...more

Users in the Republic of the Philippines can easily set up their online Invoices to charge for the sales/services taxes.  In Philippines businesses are required to charge VAT taxes on ...more

Users in Beijing, China can easily set up their online Invoices to charge for the sales/services taxes.  In Beijing businesses are required to charge VAT taxes on all products/services...more

Invoices App allows you to provide access to the users who have been deputed to perform bulk actions on Leads. The users who have the privilege for bulk action, can use “Bulk Action�...more

Invoicing software | Previous balance Periodically, you need to check the status of the invoices that have been marked as overdue. It's an imperative exercise that should be done to kee...more

Users in Island of France,French Republic can easily set up their online Invoices to charge for the sales/services taxes.  In France businesses are required to charge VAT taxes on all ...more

When creating invoice you will need to enter the service/task name in the text field. These tasks will be stored in a database or saved in "Tasks" tab of that particular invoice.  You ...more

In Canada, three types of sales taxes are levied. They are as follows. Provincial Sales Taxes(PST) Goods and Services Tax(GST) Harmonized Sales Tax(HST), a combination of PST and GST In...more

Default home page view in invoices app allows you to change the view of your home page. Lets walk through the following steps. Steps to Customize Default Home Page View Login and access...more

Hi Pablo, Currently you can invoice for a single milestone, by manually selecting the tasks that are part of that milestone. When creating an invoice from a project, you'll have the opt...more

The conversion of estimates into an invoice will include a specific reference to the duration of the time being billed. Generally each line in a converted invoice (from estimate) will r...more

Price override allows you to change the price of a specific item or product when creating invoice, estimate etc. In order to use the price override feature in Invoices App you need to c...more

The Invoices App lets you bill customers easily, and integrates with sales information already stored. Customers can pay online instantly with a link sent via email, or download a PDF t...more

Paying a sales commission is a way of compensating salespeople. Apptivo supports sales commission in three ways in Invoices reports. They are as follows. Sales Commission Reports for a ...more

Invoices App allows you to add notes manually while creating records. The beauty of this app is it allows you to view the tasks and description in Invoice PDF template. This file can al...more

Hi There,You need to create a merchant account in payment gateways and get the API key and update that into Apptivo to receive your payments online.Feel free to chat with our online sup...more

Users in the Northwest territories, Canada can easily set up their online invoices to charge for the proper taxes.  In Northwest territories, businesses are required to charge GST taxe...more

Apptivo Invoices Apps allows you to create the Invoice for both Items and Services by customizing the general settings. A pop-up box will appear that  allows the user to select the lin...more

You cannot view the custom line field in invoice pdf because app does not display attributes which does not have any values in invoice PDF. For instance: Here you are provided with invo...more

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 invoices. By default, Invoices App has secti...more

There are times when you would have imported a legacy field from your previous system, and want that value visible, but don’t want users editing it.  This is applicable to all the mo...more

While creating new invoices, tax code capture levels are used to configure the place where the tax code needs to be shown on an invoice. Few customers would like the sales tax code to ...more

The paid invoices without late fee can be viewed in "Paid" option under "By Status" drop down box on the left navigation panel. The invoices which are paid but have penalty amount or la...more

Users in the United Mexican States can easily set up their online invoices to charge for the proper sales/service taxes.  In Mexico, businesses are required to charge VAT(IVA) taxes on...more

If you are using bank transfer/Ner Banking as your payment method, you can upload your bank logo and enter your description. Disable all other payment methods using "Blue tick mark" ico...more

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

The unpaid invoices without late fee can be viewed in "Unpaid" option under "By Status" drop down from left navigation panel. The unpaid invoices with penalty amount, that is the amount...more

As you all know, either the Standard or Configurable value (classes and choices) can be set for the items you select. And this value can be changed based on the UOM category. This value...more

Users in Maharashtra, Republic of India can easily set up their online Invoices to charge for the sales/services taxes.  In Maharashtra businesses are required to charge VAT taxes on a...more

The table column width is one of the field properties found in Master Layout. Using the width feature you can set a predefined width of a column element. Let us see how its done. To Set...more

By default, Invoices App have headings for Tasks, Projects, Items, Timesheets, Work Orders and Milestone. The column heading for ItemsItem Code Item, Description Quantity Rate Tax Code ...more

Users in the Republic of Singapore can easily set up their online invoices to charge for the proper taxes.  Singapore businesses are required to charge GST taxes on all products/ servi...more

Users in Jakarta, Republic of Indonesia can easily set up their online invoices to charge for the proper taxes.  In Jakarta businesses are required to charge GST taxes on all products/...more

Users in Bangkok, Kingdom of Thailand can easily set up their online Invoices to charge for the sales/services taxes. In Bangkok businesses are required to charge VAT taxes on all produ...more

There are business people who at some point of time would want to effectively track the time they spend on the tasks for their clients and invoice/bill them for that time spent. Now, Ap...more

You can remove tax code column from PDF template through XML Editor, Steps to Remove Tax Code Column Log in and access Invoices App from your universal navigation menu bar.  Click on "...more

Users in Barcelona, Kingdom of Spain can easily set up their online invoices to charge for the sales/services taxes.  In Barcelona businesses are required to charge IVA (VAT) taxes on ...more

Invoices App allows the user to create custom mandatory fields while customizing it. This results in you having your mandatory business fields based on your preferences. The following ...more

In Apptivo, you are able to export your invoices, and all related data such as customers, products, and payments. You are able to select the desired set of invoices, then download the d...more

The sales commission is the system of compensating the sales representatives for the service rendered by them to their employer. With our Invoices app, you can view a sales commissions ...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

You can include VAT number in invoices in two ways. Either you can include VAT number in PDF or you can include it in Tax setting. Here is the example to include your VAT number, based ...more

Users in England, United Kingdom can easily setup their online Invoices to charge for the sales/services taxes.  In England, businesses are required to charge VAT taxes on all products...more

Users in Moscow, Russian Federation can easily set up their online Invoices to charge for the sales/services taxes.  In Moscow businesses are required to charge VAT taxes on all produc...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

Invoices App permits to customize the default invoice lines, that is, this setting allows you to determine what type of invoices your business creates. There are few steps that are comm...more

Recurring invoice is flexible, letting you decide whether invoices are emailed out automatically. Send an invoice to your customers on a regular interval for the same amount of product/...more

In order to send a purchase order with item's standard price you need to add the supplier cost for an item. For eg: If you sell an item to a customer for 550 dollars, and cost for suppl...more

Invoices app allows you to specify the size of the attributes. Lets go through the following steps to understand better.Steps to Set Scale and PrecisionLog in and access Invoices App fr...more

Apptivo Invoices App allows you to create Invoice only for "My Items" by customizing general settings. A pop-up will appear which allows user to select the records they want, while crea...more

The Work Orders (WO) application allows you to easily manage and dispatch resources to address customer problems on-site. It also provides a method for employees to track the hours &...more

Stripe is operating in over 25 countries that allows both private individuals and businesses to accept payments over the Internet. Stripe focuses on providing the technical, fraud preve...more

Orders App has a prominent feature that allows you to convert the existing Order to Invoice to generate invoices for the same. These invoices can be send through email or printed as PDF...more

Apptivo Invoices app has the provision to generate annual revenue reports. You can use this report to study and analyze the annual revenue turnover. Lets walk through the following step...more

You can create Invoice only for services by customizing general settings. A pop-up will appear which allows user to select the lines they want, while creating work orders. There you can...more

Users in Morocco, Africa can easily setup their online Invoices to charge for the sales/services taxes. In Africa businesses are required to charge VAT (Value Added taxes) on all produc...more

Apptivo CRM allows you to change the specification of the Payment terms. If you want to change the payment term to, say Immediate, for a  certain customer. All that you need to do is g...more

You can make your own country codes available in invoices app. It will be displayed under Tax code column. So, you can make use of it while creating new invoices. Steps to Enable Taxes ...more

Wikipedia, an online encyclopedia, defines partial payments as the payment made for less than the due amount.Sometimes a customer may make only a partial payment against an invoice you ...more

Your company logo will appear at the top of the invoices, estimates etc and other communication that you send out. It will attach as a default signature in every outgoing email. Here ar...more

Users in Tunisia, Africa can easily setup their online Invoices to charge for the sales/services taxes. In Africa businesses are required to charge VAT(Value Added Tax) on all products/...more

Apptivo users in Kenya, East Africa can easily set up their online invoices to charge for the goods and service taxes. In the province of Kenya, they charge for electricity/fuel at the ...more

Invoices App allows you to Create an Invoice from Timesheets. To generate an Invoice from Timesheet, You need to enter the customer name in the “Customer” search field or use “Sea...more

The Invoices Email Templates are pre-organized message formats that you can send to your customers. You can design an invoice email template, to make your email look standardized and pr...more

Users in the Yukon Territory, Canada can easily set up their online Apptivo invoices application to charge for the taxes.  In Yukon territory, businesses are required to charge GST tax...more

Delay term defines the fine amount to be charged for delayed payment for a particular invoice. This gives you an easier way to charge your clients for not paying on time and you have th...more

Notes tab can be customized easily. You can customize your "Tags" here. New tags, both App tag and Global tags can be created here. You can also edit the created tags. Lets see how it c...more

Ofcourse, you can make multiple payments for single invoice. Please see : How to record multiple payments against an invoice.  ...more

You can view the roles and privileges of all applications in Employees App by choosing the option on Mass Role Assignment. This allows you to manage roles and privileges of each app. Le...more

Invoices app has built-in  system messages to warn or inform users when certain events occur. As with most functions in invoices app, you  can customize these messages to display what...more

The spacer attributes occupies a fixed amount of space in a layout. Using the spacer attribute you can provide a separation between two fields. Lets go through the following steps quick...more

The Invoice PDF can be customized based on your requirements. You can add additional fields or delete unwanted fields with just a click. Discounts are offers you give your customers whi...more

The Work Orders (WO) application allows you to easily manage and dispatch resources to address customer problems on-site. It also provides a method for employees to track the hours &...more

It is possible to set "remember my choice" option while creating invoices. You can select a "What do you want to include" Pop up, from which you can select “Remember my Option.” Thi...more

You can remind the customer for an over due invoice. In order to send the reminder email you can create custom message templates and associate the template into reminder. Steps to Send ...more

Apptivo Invoices App helps you to convert a single invoice and also bulk invoices in PDF format.  You can download all invoices into PDF format and save in the system. Steps to Downloa...more

Paypal is a faster and softer way to pay and get paid online. This allows members to send money along with out-sharing financial information, with the flexibility to pay using their acc...more

Apptivo provides Grouping attribute option to import the table attribute data. Grouping attribute takes the attribute values and puts them into groups, with each group given a unique na...more

During the Sign Up process itself you will be asked to identify the country of operation. By default, all apps currency fields would be set in the country of your business. However, if ...more

By default, Invoices App has caption headings ( field name ) based on the attributes. You can add and rename business attributes, customer attributes, custom attributes and invoice attr...more

Users in Nigeria, Africa can easily setup their online Invoices to charge for the sales/services taxes. In Africa businesses are required to charge VAT taxes on all products/services th...more

What would you do if your customer overpays or makes the payment twice, by accident for an invoice. These things can happen by mistake and there are ways your firm can easily handle the...more

Invoices App allows you to issue an invoice indicating the items, quantities and prices for items and services. Steps to Create an Invoice from Another Invoice Log in and access Invoice...more

Discounts can be added while creating the invoice to reduce the price or to show the offers for your customers. You can add a fixed or percentage value discount for the products. Let's ...more

Steps to Record Multiple Payments Log in and access Invoices App from your universal navigation menu bar. Create a new invoice or select an existing invoice. For example: We have select...more

Timesheet invoicing can be done only if, it gets “approved” as soon as the timesheet gets approved by the designated manager who has the role to access, manage and control it. You c...more

By default, quick links in the Invoice App home page contains several links that will guide you to different apps. You can also add your own quick links by customizing the Settings.Lets...more

The Invoices App Master Layout allows you to link the Invoices App with other apps. This lets you have the preferred custom fields from the other apps to be made visible in your invoice...more

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

Apptivo Invoices app allows the user to see the revenue generated in a given date range. The following steps will give a better understanding. Here we go!Steps to Generate Revenue by Da...more

Invoice Queue Apptivo supports you to have a quick view of approved work orders and recurring invoices that to be mailed in the notion of invoice queue. So it makes you easy to create a...more

Apptivo is powered with most needed features. One of them is, while creating your invoices you have an option to choose "From Timesheet". Choosing this option will enable you to select ...more

Consider the scenario, where a customer is having the base currency in USD. Now, when creating invoices, he expects all the prices to be converted to CAD automatically. To do so, follow...more

what about the iPad?  ...more

Whenever the invoice has been marked as paid, you can send payment notification to that customer. You have the default template attached to the email. However, if you wish to customize ...more

Notes to customer option let you add additional information to a customer when you send an invoice. You can also configure default Invoice Form Notes under Settings > Invoice > No...more

Invoices App allows generating an invoice for the billable cases using Invoice Queue option. This invoice queue collects all the cases which are billable, to generate invoices. Now whil...more

Yes, you can send PDF to customer; by default invoice PDF will be attached when you send an email to customer. The customer can access invoice through his email and either he can make h...more

In Estimates App, it is possible to create a custom attribute within the application. You can also share those custom attributes with other applications. The following steps will help y...more

Apptivo Invoices App allows you to include payment terms and conditions when a new invoice is created. For that you need to customize payment terms in Invoices settings in order to incl...more

Invoices App has several groups of configuration settings that allows you to adjust the way the app functions. One among those Function is "Communication" which allows you to Customize ...more

Configuring Multi Currency in Sales Receipts App is simple, and will be controlled through each app. See below for steps on how doing this. Steps to Configure Sales Receipts Multi Curre...more

Apptivo Newsfeed is the constant update of happenings which is used to display the current activities. We have a brand new update on Newsfeed as side panel view that is supported in Est...more

Invoices app allows you to create print label. Print labels displays the name or type of the tax. For instance: If you are creating taxes for United states then you provide the print la...more

The invoices created with recurring billing will be listed in two places.Under Draft tab In the Sent tab, once it is sent to the customer The invoice gets stored in “Active” status...more

Invoices App lets you bill customers easily, and integrates with sales information already stored. Customers can pay online instantly with a link sent via email, or download a PDF to pa...more

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

The Invoices App lets you bill customers easily, and integrates with sales information already stored. Customers can pay online instantly with a link sent via email, or download a PDF t...more

Recurring Billing When you create an invoice, you can enable automated payments if you are using Authorize.net as a payment option. When your customer pays for the first time, Invoices ...more

When you create an invoice email template, you are also allowed to insert default attributes found in the Invoices App. This special feature dynamically updates the values. These are th...more

There are two different ways to create an invoice for a project, either from the Invoices App (shown below) or from a specific project.You can create invoice from project which pre popu...more

Invoice reminder queue are managed in Settings where you can create one or more to apply to your invoices. These can be removed, disabled or edited at any time, for instance if your pay...more

Configuring multi-currency in Work Orders App is simple, and it allows you to set different currencies for work orders. See below for steps on how doing this. Steps to Include Multi-cur...more

Payment terms are imposed to ensure that payments are received in a reasonable period of time. Payment terms allows you to set customer payment periods. It may be immediate, one month d...more

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

You can modify an invoice once it has been sent to the customer. But, you cannot modify the invoices which are "void". Steps to Edit a Sent Invoice Log in and access Invoices App from y...more

You can create custom attributes at both header level and line level. The header level attributes are like common helps to gain more information regarding the details about the customer...more

Apptivo Invoices allows the user to include Tax Code at the time of creating new invoices.  Before creating the invoices you  need to create tax code in invoice tax settings. So while...more

Invoice number can be generated either manually or automatically. For that you need to enable the option. Lets follow the steps to make this clearer.Steps to Include Invoice Number whil...more

Sales commission is paying a flat commission on the items sold by your retail sales personnel. There are three parts to implementing sales commission. Set up sales rep and sales commiss...more

This settings allows you to select an application that you would like to show when viewing 360 degree tab on your Invoices app. Lets go through the steps to understand better. Steps to ...more

Custom attributes are nothing but the fields that are unique to your invoices app account. They can be created, modified, and customized. You can also have attributes of different data ...more

Work Queue refers to the task that has not yet been processed or the tasks that are yet to be completed. For Instance: work in queue is the standard inbox, where projects, whether new o...more

Invoices App payment methods provide you a set of standard payment gateways for your customer payments. Apart from that, you can add your own payment method if you would like. Steps to ...more

Apptivo Invoices app allows you to insert the delivery instruction in the invoices pdf. Before inserting the delivery instruction in invoices PDF, you need to insert the delivery instru...more

The primary difference between the two are as followed: - Recurring Billing means that the credit card will be automatically billed, based on the period you select. Setup here. - Recurr...more

Tags help you organize your Invoices into groups such as loyalty customer, special membership, high value etc. You can create more than one tags. Follow the steps below to create a tag ...more

Invoices Reports will give you a related overview of all Invoices you have generated in a given time period.You can customize the report setting in order to hide or show your reports in...more

You can disable the PDF template in invoices settings. The following steps will help you understand better. Steps to disable PDF templates in Invoices Log in and access Invoices App fro...more

In Invoices App settings, Security Actions permits to provide access to the users who are deputed to perform actions. The users who have privilege for action, can use it on their page o...more

In Apptivo, We can setup an Invoice /Expense Report that has been synced with Quickbooks. In order to successfully sync the journal records with Quickbooks go through the following the ...more

Tags help you organize your Invoices into groups such as "Business Invoices", "Special Membership", "High Value" etc. You are allowed to add multiple tags to your Invoices. Tags can be ...more

Reports are important part of any business. Analyzing the report gives you a fair idea about how a business is looking at  the present. Lets have a look at the following steps to gener...more

TinyMCE is a collection of miscellaneous plugins. You can find the TinyMCE, a rich-text editor found online as an open-source software available. This accesses the text area and fields ...more

Customizing collaboration in Invoices app allows you to create various customization like “Show or Hide” and "collaboration security". This will secure the common activities tabs in...more

You need to Configure “Currencies” in Business Settings in order to enable multi currency option for your Invoices. Steps to include Multi Currency in Invoices App Log in and access...more

If the created invoice gets fully paid by the customer, then it automatically moves to the paid status. The customer can pay the invoices by using different payment methods, partially p...more

You can two options to set invoice reminders in Apptivo Invoices App. They are described below. You can choose the one that suits your business the best. Automatically send Automatic e...more

Apptivo Invoices App is an incredible tool that enables you to make your own PDF templates which can be used at the time of creating PDF versions of your invoices. After setting up your...more

An invoice is nothing but a bill issued by the seller to the buyer. This includes information like services, prices, quantities & etc. The buyer is expected to verify all the detail...more

If more Invoices occupied your dashboard, you can make those invoices Archive. You will no longer view those invoices under any tab. But if you search that invoice using search box you ...more

Steps to Modify Payment Details Log in and access Invoices App from your universal navigation menu bar. Click on "By Status" and select "Paid" from left navigation panel.  You can view...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

Calendar feature have the pop-up reminder settings as your Calendar events. You can change the pop-up reminder settings for a specific event. To enable this feature, click on the event ...more

Apptivo Invoices app allows the user to stop recurring invoices and also recurring billing.  Lets take a look at the following steps. Steps to Stop Recurring Billing Login and access I...more

Opportunities App allows you to keep track of sales opportunities, strategize,  and organize your efforts to close the deals. The opportunity is the second phase of the sales stage. Th...more

You can add your Purchase order (PO) / Work order (WO) number while creating invoices in invoices app. Lets go through the same. Steps to Create Invoice with PO/WO Number Log in and acc...more

You can customize Accounting rules in Settings. Use accounting rules to determine revenue recognition schedules for your invoice lines. You can assign a different accounting rule to eac...more

You can view the created recurring invoices in “Active” status of "Recurring Invoices Menu". There are action buttons to pause/resume the recurring invoice and/or to "Stop" the recu...more

Get an alert pop up that can remind you about important follow up against customers or any other objects in Invoices App. You can add reminder setting inside the App  and you will rece...more

Invoices app allows you to include templates while creating invoices. You can include the template by selecting it from the template field, which is given as a default one in invoice cr...more

Invoices app allows you to include customer's contact. To include, you need to select the customer first. Depending on the selected customer the contacts of that particular customer wil...more

Steps to View 360 in Invoices Log in an access Invoices App from your universal navigation menu bar. Click on "By Status" and Select "All" from the left navigation panel. Click on "More...more

An invoice is a bill issued by the seller to the buyer. This includes information like products/services, quantities, price etc. The buyer is expected to verify all the details of his p...more

Your business logo will be automatically added to all the invoices and estimates you create if the logo is uploaded in the organization's Business Settings.  If you're using custom in...more

Invoices App allows you to produce an invoice indicating the products or items ordered. The items which are ordered can be invoiced to the customer. Steps to Create an Invoice from Orde...more

Invoices App lets you bill customers easily, and integrates with sales information already stored. Customers can pay online instantly with a link sent via email, or download a PDF to pa...more

Invoices App lets you bill customers easily, and integrates it with the sales information already stored. Customers can pay online instantly with a link sent via email, or download a PD...more

You can create an invoice for work order that describes the service performed and charges applied for products/items. Steps to Create an Invoice from Work orders Log in and access Invoi...more

Kit orders app conversion feature allows you to convert kit order into invoice. Steps to Convert Kit Order into Invoice Log in and access Kit Orders App from your universal navigation...more

Invoices app allows you to create a taxes manually by customizing "Taxes" tab which is provided in invoices settings. Steps to Customize Taxes Log in and access Invoices App from your u...more

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

Invoices App allows you to bill customers easily, and integrates with sales information already stored in the database. Customers can pay online instantly with a link sent via email, or...more

If you've a customer who pays the same amount every month, all you need to do is  create or set-up recurring invoice.  Note: If you create recurring invoice for your customer, then y...more

At the end of a month, you would need to know how many clients have cleared your payments and the ones that are overdue. Apptivo Invoices app has a set of default reports that will help...more

Test answers ...more

Visibility dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field. By default, the Visibility s...more

There are two different ways to create an invoice for a project.  They are From the Invoices app  Ffrom a specific project(Shown below) You can convert the project to invoice if all ...more

The Status of the Invoice gives us information about the position of that Invoice. Using this information one can easily find and categorize the invoices based on their status. The poss...more

For more information, please feel free to chat with our support engineers using the Online chat window available in your account....more

Get an alert pop up that can remind you about important tasks  that you need to complete that regards your valued customers or for your superiors. You can add reminder setting inside i...more

Invoices Number generation is the foundation for creating distinctive invoice numbers. You either manually specify or automatically generate Invoice number, while creating an invoice. l...more

Sales reports These sales reports involve the total Invoice history for the given period. This report explains you about the activities of Invoices like the number of Invoices newly cre...more

Invoice tags help you organize your Invoices into groups, and also allows you to view the list of invoices by a particular tag. Tags are nothing but labels with one or two words, which ...more

Value dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the value of a particular field. By default, the values...more

Invoices settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Steps to Customize Invoices App Log in and...more

In Invoices App, for the paid invoices you can make a record called  payment in payments tab. You can also delete the record payment.  The following steps will guide you to delete the...more

Invoice App allows us to rename the app.  This in turn can be used to identify the application through the UI (user interface) navigation.  Lets have a quick walk through the steps. S...more

Invoices App Integration The Invoices App connects with Projects, Timesheets, Items, Inventory, Receivables, Customers, Orders, Work orders and Estimates. Make your clients to pay you e...more

Invoices App payment methods provide you a set of standard payment (Authorize.net, cash, Check, Paypal, Credit note, Wire transfer and Zip mark) outlets for your customer payments. Apar...more

No, Apptivo will not charge any amount for transactions....more

Reports gives us a clear picture where our business stands. The reports are analyzed to create better business strategies so as to take to the business to the next upper level.A monthly...more

Apptivo Invoices app allows you to generate weekly report of the revenue of your firm. Use this report to strategize business plans.Steps to generate revenue by weekly reportLog in and ...more

Quickbooks, an online accounting software is used as third-party integration for Apptivo Invoice. Hence online invoice payments is made easy through Apptivo Quickbooks. Lets follow the ...more

Label visibility is one of the field properties in Master Layout. This feature allows you to hide the label of the field on the create and view page of the Invoice. By default, the labe...more

Many a time you would like to add your own custom attributes to a Customers, Contacts, Invoices, Leads  Applications. This is now made possible with Apptivo Financial Software. Apptivo...more

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

You can view all the "Paid" invoices under paid tab of the left navigation panel. You can modify an invoice once it has been paid by the customer. Steps to Edit a Paid Invoice Log in an...more

Invoices App allows you to perform a simple as well as advanced searches. Let's have a look. Simple Search Simple search allows you to search using a single search field located in the ...more

Schedule makes invoicing easy by viewing everything you need in one sheet. That is you can send an unlimited number of customized invoices and track them all. An invoice schedule consis...more

If Invoices are using up your dashboard space you can archive some of the fewer priority invoices. Once you archive the invoices you will no longer be able to view those invoices under ...more

An invoice is nothing but a bill issued by the seller to the buyer. This includes information like products/services sold, quantities, price etc. The buyer is expected to verify all the...more

Once you have received the payment through any payment methods. You can mark record payment....more

First off, if you haven’t yet, take a look at the Invoices Quick Start Guide. You have the ability to create an Invoice from scratch, or you can create from another invoice, create fr...more

Invoice app allows you to archive/ hide invoices from the unauthorized persons or the employees who does not have the access right to modify the invoices. Lets have a look at the follow...more

The Invoices App lets you bill customers easily, and integrates with sales information already stored. Customers can pay online instantly with a link sent via email, or download a PDF t...more

Aging report w]ill display all the invoices that are overdue. Apptivo allows you to generate the aging report as well as export it to the CSV format files. Lets take a quick look at the...more

You can stop recurring invoices and also recurring billing, this will permanently stop notifying the customer. (Note: you cannot withdraw or undo the invoice once stopped).  Steps to S...more

When you associate a project with invoice it will give you a 360 view of Invoice that’s been associated with Project. 360-degree view Association is supported in Projects for Invoices...more

Invoice app allows you to download bulk invoices as PDF documents. You can print as well as delete them. Lets go through the following steps. To Bulk Print Invoices Login and access Inv...more

Invoices app allows you to view all the unpaid invoices using "unpaid" option. This option filters out all the unpaid invoices. Steps to View Unpaid Invoices Log in and access Invoices ...more