Questions by Category: "Invoices"

The Invoices app of Apptivo allows businesses to efficiently perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized fr...more

The Update Notification of Invoices App in Apptivo allows you to generate notifications for changes made to the invoice. You don't have to keep an eye on each record all of the time. In...more

Businesses should need to be thorough with the dates that they’re issuing the invoices information to their customers. There may be some situations where the dates of your invoices mi...more

The Invoices app of Apptivo has an option to create tasks automatically when an invoice is created for Services. This is achieved using the Service Provided Tasks option on the Settings...more

The Print/Web Layout feature of Apptivo allows you to prepare your own template for the estimates. By using this feature in the Invoices app you can choose the invoices template to prin...more

Apptivo has integrated with the square payment gateway, which helps you to collect your payments through the square securely and easily. So, Why Late? Integrate your Apptivo account wit...more

The Invoices app allows you to calculate the discount of the items/service at line level on the overview page. You can customize the overview page whenever you need it with the help of ...more

Apptivo's Items app allows you to upload photographs of your company's products. As a result, you will be able to display the kind of things you offer. You may also uninstall them or do...more

You can import the standard and custom tables by using the grouping attributes option in Import. Also, update the existing record’s table values with ease using this option. Let's say...more

A recurring invoice is something that is sent to your customers at regular intervals of time like weekly, monthly, and yearly as per your business requirements. It is quite a handful to...more

For all your payments to be easy, safe, and affordable Apptivo integrates with the advanced payment gateway Square. This post will explain the steps to set up your Square payment gatewa...more

The Privileges feature of Apptivo allows you to provide access to selective employees added to your business. Only those employees who have the selected privilege can view or perform th...more

The Invoices app allows you to calculate the discount of the items/service at line level on the overview page. You can customize the overview page whenever you need it with the help of ...more

The Conversion feature of apptivo allows you to convert the records of the Invoice into other records. This feature is customizable and allows you to map the fields of other apps with t...more

Apptivo CRM seeks to minimize manual record-creation, update, and deletion tasks. Imagine that you wish to import the data into the Invoices App. Further, while importing the data, you'...more