Questions by Category: "Invoices"

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

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

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

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

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 integration with Xero enables you to create supplier invoices with taxes syncing with the Xero application. For that, you need to do the following. Create Tax in Xero Enable Xero In...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

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

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

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

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

You can customize your PDF document to look more professional using the option "Header and Footer."  This feature allows you to add your desired information or description in the heade...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 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

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