INVOICES An Online invoicing software that helps you to generate invoice and get paid faster - everything on a go. Get Started Free! Or Schedule Demo Invoices was last modified: December 1st, 2022 by sitesteam Apptivo Invoices App Invoices Apptivo Invoices serve you to create and send proficient invoices in a minute that help you get paid faster. Customize invoices from an variety of templates with your logo and hues to make them perfect. See overdue invoices initially and send reminders to your exceptional records. Application Features Online Payment Recurring Billing Automated Reminders Set up payment gateways through various online payment portal. Get paid faster and easier by utilizing it in Apptivo. Create reliable recurring income with subscription billing. Simply select the invoice frequency and duration and Apptivo handles the rest! Reduce unpaid invoices and follow up or alert customers by automatically sending reminders to them when an invoice is overdue. Intuitive Reports Generate commission reports for your employees or run a general report on all the invoices for a selected period of time. Customized PDF templates A simple drag-and-drop custom invoice template builder to generate professional PDF invoices to send to your customers. Invoice Queue With the Invoice Queue, you can have a speedy perspective of all the approved timesheets, work orders, cases, recurring invoices, and contracts that are ready to be invoiced. Click on the required record and generate invoices instantly. Dynamic Email Templates Design beautiful, aesthetic looking dynamic email templates, to make your email look standardized rather than sending plain text and to effectively communicate with your customers. Invoice Uniqueness Check Allow your invoices to be uniquely identified in your business and avoid the redundancy of data. You can specify how an invoice is to be uniquely identified in your business when you are creating an invoice. Accounting Rules Connect all your invoices directly to the Apptivo’s Ledger application, instantly. You can have different accounting rules, based on which a journal gets created in the Ledger, automatically. Integration with QuickBooks With Apptivo - QuickBooks integration, sync all your transactions (journal records), and make your accounting process simple. Highly Customizable Flexibility and customization is the core of what we offer. Add any number of custom fields and sections, show/hide the standard fields given, create and save custom views, create reports by saving the search results, and much more. Payment Terms Select one of the default payment terms or create your own payment terms, customizing the customer payment periods specifying your required duration to allow your customers to make their payments. Invoice Portal Apptivo provides the ability to share information with your customers, by adding them to specific invoices, so they can login and view their invoice details using their own account. Integrated Applications Invoices App integrates seamlessly with the following applications Invoices Customers Invoices Customers A customer is the business entity this invoice is billed to. Create and send out invoices for your customers in one go! Create invoice, add customer from Customers App, and send out invoices in seconds. Learn More about Customers App Customers A customer is the business entity this invoice is billed to. Create and send out invoices for your customers in one go! Create invoice, add customer from Customers App, and send out invoices in seconds. Learn More about Customers App Contacts A contact is the individual person who this invoice is addressed to. This list shows all contacts related to the selected customer, and you can also create a new contact from here. Learn More about Contracts App Items In case of creating invoices for billing items, with this integration of Items App with Invoices App, you can search and select the required item from Apptivo Invoices App, which pulls in the products stored in the Items App. New items/products can also be created. Learn More about Items App Opportunities Once a deal is reached, an opportunity can be converted to an invoice. At the time of closing the deal, you are required to raise an invoice, which can be generated from the Opportunities App. Learn More about Opportunities App Cases With this integration of Cases and Invoices App, you can generate invoices for all the billable cases and send to your customers instantly. Learn More about Cases App Projects Generate invoices for your projects right from the Apptivo Projects App. Projects with billable tasks can instantly be converted to invoices. Learn More about Projects App Estimates When your customer accepts or approves your Estimate, you can instantly convert them into an Invoice and send out in seconds. Learn More about Estimates App Orders You can create invoices for all orders that are shipped. The line items added in the order will be included in the invoice during the conversion. Learn More about Orders App Kit Orders With this integration of Invoices App with Kit Orders, Apptivo gives you the ability to convert kit orders to invoices. Learn More about Kit Orders App Work Orders In case of problems reported by customer is related to an item which requires service by your employees, you may invoice that customer. Once the customer approves his/her work order it can instantly be converted to an invoice. Learn More about Work Orders App Timesheets In case of working on customer projects, the services included in the timesheets can also be invoiced, by generating invoices from approved timesheets. Learn More about Timesheets App Contracts Invoices can be generated for all the retainer contracts that are approved. Select the required retainer contract from the Invoice Queue and generate invoice in seconds. Learn More about Contracts App Properties With the integration of Invoices App with Properties, Apptivo offers you the ability to create invoices for both the rental and sale properties and send out instantly to your customers. Learn More about Properties App Credit Notes With this integration, all the overpayments paid by your customers for their invoices, will get collected in the Credit Notes App which can be applied later on to their next invoices. Learn More about Credit Notes App Pricing This integration of Invoices App with Pricing App gives you the ability to link desired price lists to the invoices created. All Price Lists from the Pricing App will be displayed where you can search and select the required one. Learn More about Pricing App Documents Having integrated with the Documents App, all documents and files associated with the invoice can be duly attached to respective invoice record. You also have the ability to email the documents right after attaching it. Learn More about Documents App Emails Offers you an unique email experience. Easily send out emails from invoices and have quick access to all emails related to invoice on the go! Learn More about Emails App Notes Having integrated with Notes App, you can quickly write down small pieces of information that are related to the invoice. This can be used for reference purposes anytime. Learn More about Notes App This Application is available in Lite Premium Ultimate Enterprise Start a Trial / Book Demo Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business. 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