How I do configure the Rounding Mode in the Invoice App?

Updated on May 6, 2020 02:54AM by Admin

Apptivo’s Invoices app helps to create and send the invoices in an efficient way to get the payment faster. With the Apptivo customization, you can customize the app as per your business need. In  addition, it helps you to see your overdue invoices and can able to send reminders to those records. Rounding Mode helps you to the round of the total value of the invoices to the nearest value.

Mr.Jason Blossom is the Product Manager for Brigade Distributors. He wants to customize the Invoice total with the Round up value to the nearest value. With the Apptivo invoice app, he can customize the total value up to the nearest 10, 100, and 1000 values with the Rounding Mode function. Please follow the steps on how to configure the Rounding Mode in the Invoice app.

Steps to Configure

  • Login and access the Invoice App from the universal menu.
  • Click on the More(...) icon and select the settings.
Invoices App
  • In the Settings page, click on the customize App and select the Master layout.
Settings
  • From the Master Layout, scroll down to view the Total function attribute of the Invoice Layout.
Master Layout
  • Click on the Total attribute, you will be navigated to the Inspector tab on the right side.
Total
  • You can edit the function and the standard behavior of attribute in the Inspector Tab.
  • Scroll down the Inspector tab to view the Rounding Mode under the Digits.
Rounding Mode
  • Click on the Rounding Mode dropdown and view the No Rounding, Round to Nearest, Round-Up, and Round Down.
  • Select the Round to Nearest.
Round to Nearest
  • Then, the Round to Nearest drop will appear, you can view the 0, 10, 100, and 1000.
  • Select 1000, so that the value will get round up to the nearest thousand values in the Total.
Round - 1000
  • Save the Changes.
Save
  • Go to the Invoice Home page and click on the Create invoice.
Create Invoice
  • You can view the round-up value in the Total on the summary section.
Round up value