Results for: "customer payment"

Payments associated with a customer is listed in the Customer Payments App. When a Kit order’s Invoice records payment, a customer payment is created. This is associated with the resp...more

The Customer Payments App is a place to store all records of payments received from your customers. This app works together with the Invoice App to separate your billing from payment co...more

The Customer Payments app allows you to record all the payments that are received from the customers in Apptivo. Here, you can record the payments in different payment methods. Let’s ...more

News Feed By default, each and every event will be displayed in Newsfeed on the Customer Payments home dashboard. You can stop displaying them by disabling the news feed toggle found in...more

Customizing Collaboration allows you to show or hide the activities present in the Customer Payments App. The collaboration includes News Feed, Calendar, Follow ups, Tasks, Emails, Call...more

Login and access the Customer Payment App from the Universal Menu. Click on the More(...) icon and select the Settings. Click on the Customize App from the left panel and sel...more

Customer Payments App keeps track of payments made by the Customers. When a payment is made by a customer for an Invoice, a record is created automatically in the Customer Payments App....more

First off, if you haven’t yet, take a look at the Customer Payments quick guide. Once you have gone through settings, you are ready to start with Customer Payment. Steps to Create a S...more

Sales reports These sales reports involve the total Invoice history for the given period. This report explains you about the activities of Invoices like the number of Invoices newly cre...more

Login and access the Customer Payments App form the Univeral menu. Click on Show All from the left navigation panel. You can view all list of Customer Payments. Select and cl...more

Hi Robert, You can send out invoice statements to your customers through PDF attached emails, Report feature (one-click solution) enables you to get information like invoice Sales commi...more

General Reports General reports give the detail history of the created invoices generally  for the given period and also you can view the report conventionally for a particular custome...more

Payment terms are imposed to ensure that payments are received in a reasonable period of time. Payment terms allows you to set customer payment periods. It may be immediate, one month d...more

Customizing the Customer Payments List Layout helps you to change and view the fields of your preferred choice in table format. The Customer Payment List Layouts are used for displaying...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 ...more