Questions by Category: "Sales receipts"

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

Apptivo Sales Receipts allows you to customize your order templates and fields as per your business requirements. Apptivo’s drag and drop editor makes the customization simpler and he...more

Login and access the Sales Receipts app from the universal menu. Click on the More(...) icon and selects the Settings. In the Settings page, click on the Sales Receipts and selects the...more

Sales Receipts allows you to configure two types of Triggers. Event-Based Triggers - Here, an action occurs when an event is created, updated, or deleted. Time-Based Triggers - Here, an...more

You can Create Sales Receipt for both Services and Items by Customizing the General Settings in the Sales Receipts App Steps to Create Sales Receipt for both Items and Services Log in ...more

The Sales Receipts app, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer rece...more

Steps to create estimates for services Log in and access Sales Receipts App from your universal navigation menu bar.  Click on “Settings” icon located at the app header bar.   C...more

The Sales Receipts app, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer rece...more

The Views in Sales Receipt App helps in enabling you to show or hide the the left navigation panels and also to reorder them according to your wish. The Views in this App are like filte...more

The Sales Receipts app, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer rece...more

The List Layout in Sales Receipts App helps you in customizing and viewing the fields of your preferred choice in table format. These List Layouts are used for displaying particular inf...more

Notes to customers in Sales Receipt App acts as a thanking note to customers regarding the purchase of the products or services, to get feedback from the customer by providing the busin...more

You can create Sales Receipt only for Items by Customizing the General Settings in the Sales Receipts App Steps to Create Sales Receipt for Items Log in and access Sales Receipt App fr...more

You can create a Sales Receipt only for services by customizing the general settings in Sales Receipt App. Steps to create Sales Receipt for services only Log in and access Sales Recei...more

Email templates are created to send multiple emails to various customers. It is pre-developed and pre-written emails that are created according to your business requirements. Steps to C...more

Quick Links in the Sales Receipts App home page contains several links which guide you to different apps. You can also add your own quick links by customizing settings.Steps to Add Quic...more

General Settings General settings allow you to configure the default sales receipts lines, sales receipt number generation and item pricing. Log in and access Sales Receipts App from y...more

The Sales Receipts app, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer rece...more

The Sales Receipts app of Apptivo enables you to personalize the pricing field to the sales receipts. You can add this pricing field in the header level or line level of items depending...more

The Sales Receipt App although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer recei...more

Steps to create sales receipts from another sales receipts Log in and access Sales Receipts App from your universal navigation menu bar. Click on “Create Sales Receipt” and click on...more

The Sales Receipts App, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create custom receip...more

The Sales Receipts app of Apptivo has an option to create tasks automatically when a sales receipt is created for Services. This is achieved using the Service Provided Tasks option in t...more

Log in and access the Sales Receipts App from your Universal Navigation menu. Click on More(...) icon and select the Settings. In the Settings page, click on the Customize App and sele...more

Item pricing helps in allowing you to change the price of the product when creating the sales receipts. The default price will pre-populate, but you will be able to edit if desired. Whe...more

If you delete payment details from sales receipts, you'll be prompted to change the status of the sales receipt. Steps to Delete the Payment Record Login and access the Sales Receipts a...more

The Sales Receipt App although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer recei...more

The Sales Receipts App allows you to create your own custom templates which will be used to generate PDF of your Sales Receipts. Steps To Create Log in and access the Sales Receipts App...more

The Work Orders (WO) application allows you to easily manage and dispatch resources to address customer problems on-site, as well as providing a method for employees to track the hours ...more

Sales Receipts App allows you to use 360 view which allows you to view everything that’s been associated with it. Steps to View 360 degree in Sales Receipts Log in and access Sales Re...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

The Sales Receipts app of Apptivo has a separate category to view the paid sales receipts. Once the paid sales receipts are filtered, the payment information can be viewed from the Paym...more

Tags in Sales Receipts App allows you to easily group your created Sales Receipts according to your own preferences by giving it a label. This helps you to easily filter the specific pr...more

Sales Receipts App helps you to create both Single and Multi rate taxes by configuring the Settings. You can create taxes using "Taxes" option. Steps to Configure Taxes Log in and acce...more

The Sales Receipts app, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer rece...more

The "Default payment term" selected in the invoices app is taken as the time duration for generating due dates while creating sales receipts. For instance: In the below image, you can ...more

Sales Receipts App allows you to record all the payments made. It will be very useful to track payment history. Steps to Record Payment Login and access the Sales Receipts from the univ...more

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

Sales Receipt numbering helps in generating the Sales Receipt numbers automatically. On enabling the toggle you can choose your own prefix and starting number. Steps to customize  Logi...more

Steps to view Past Due Sales Receipts Log in and access Sales Receipts App from your universal navigation menu bar. Click on “Past Due” from left navigation panel. You can view all ...more

It takes little to no effort from you to create a Customer Receipts. You can create Sales Receipts from timesheets by selecting the option from create Sales Receipts. Steps to Create Sa...more

Apptivo helps you to associate with all the other apps. You can perform the conversion by associating apps according to your needs. Sales Receipts helps you to create Custom Conversion ...more

The Sales Receipts app, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create customer rece...more

Sales Receipts are created as an acknowledgement for your customer and a reference for you. You can view all Sales Receipts together or it can be viewed upon its status using "By Status...more

Log into your Apptivo account and go to the Sales Receipts App. From the Sales Receipts App’s Show All page, select More Details on the Sales Receipt that has to be printed. You wil...more

Sales Receipts App allows you to create and edit using the "Edit" option instead of deleting it and creating a new one. Steps to edit a Sales Receipt Log in and access the Sales Receipt...more

Sales Receipts from Apptivo helps you create a confirmation receipt for your orders with the list of items or services. If more Sales Receipts are occupied in your dashboard, you can ma...more

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

Sales receipts shows information relating to items purchased by the customers and date, time, quantity, amount of purchase, locations etc. Sales receipts are often necessary for store r...more

Sales Receipts App allows you to perform Simple and Advanced searches.  Simple Search Simple Search allows you to search using a single search field located in the header bar. Simple ...more

Log into your Apptivo account and navigate to the Sales Receipts App. In the Sales Receipts App, select More Details on the Sales Receipt that has to be voided. From the Overview page...more

Steps to view unpaid sales receipts Log in and access Sales Receipts App from your universal navigation menu bar. Click on “Unpaid” from left navigation panel.  You can view all un...more

A document which typically shows the date and time a purchase was made, items purchased, amount of purchase price and totals, the name and location of store/entity where the purchases w...more

You can delete the sales receipt which are created earlier. But, you cannot delete a paid sales receipt, Delete icon will be disabled in case of paid sales receipts.  Steps to Delete a...more

Steps to Export Sales Receipts Log in and access Sales Receipts App from your universal navigation menu bar. Click on “Export” from left navigation panel. In Export dashboard, provi...more

Invoices and Sales receipts are quite similar apps but, here the difference is Invoices are used to track the payments made, whereas Sales Receipts are used to record the details of an ...more