Questions by Category: "Invoices"

One of the coolest features 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 i...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

Apptivo allows you to sync your QuickBooks online account with Apptivo invoices in one way sync and two way sync methods. Two-way sync helps in syncing your Apptivo invoices with your a...more

Bulk Update allows you to update multiple records simultaneously. For instance, you want to edit a couple of invoice templates from one template to another. Instead of changing the layo...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

The IRP is the e-invoicing portal where you have to submit your invoice details. Based on your submission, the IRP will issue a unique Invoice Record Number (IRN). To begin e-Invoicing ...more

Sometimes a customer may make only a partial payment against an invoice you have sent. You can record this payment in two ways.Manually record the payments against the invoice When a cu...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 pa...more

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

The List Layout feature allows you to add or remove specific fields as per your requirements. If you want to add a field, tick the checkbox of that particular field. Similarly, if you w...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

Steps to Record Multiple Payments Log in and access the Invoices App from your universal navigation menu. Create a new invoice or select an existing invoice. 
 Click on the “Record...more

Estimates app from Apptivo allows you to convert your Estimates directly into the Recurring Invoices. Steps to Follow Log in and access the Estimates from the Universal menu. Click on t...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

Login and access the Invoices App from the universal menu. Click on the More(...) icon and select the Settings. 
 On the Settings page, click on the Customize app and select the Prin...more