Can I create a custom PDF template for my Invoices?

Posted on 11:30 am, April 18, 2012 by kdevarakonda


The Question: I see that Apptivo automatically generates a PDF file of every invoice. Am I able to customize this template at all? The Answer: Yes, the Invoices App offers a great new tool that allows you to create your own custom templates which will be used to generate PDF versions of your invoices.To create…

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How do I record the payments for Invoices sent from Apptivo?

Posted on 11:03 am, April 18, 2012 by kdevarakonda


The Question: I have read about the Invoices app, and I understand that payments are automatically recorded by electronic invoice system when a customer pays electronically…but what about if I mail the invoice to the customer myself? How do I mark the invoice as paid and note the details of how the customer paid me?…

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What happens when I email an invoice to my customer?

Posted on 11:01 am, April 18, 2012 by kdevarakonda

Email an invoice

The Question: I have read about the ability to email my invoices to customers and collect payment instantly, but how exactly does everything work? The Answer: So, assuming you already know how to create an invoice, the next step is to distribute this invoice to your customer. The most common method of sending an invoice…

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What steps are required to create a new invoice?

Posted on 10:52 am, April 18, 2012 by kdevarakonda


The Question: I am new to Apptivo and interested in using the Online Invoicing App. I’m a total newbie, so what information do I need to create an Invoice? Any steps to go through before I get started? The Answer: First off, if you haven’t yet, take a look at the Invoices Quick Start Guide…

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How do I set up the Invoices App to receive electronic payments?

Posted on 10:51 am, April 18, 2012 by kdevarakonda


The Question: I have read about the Invoices App, and its ability to send an email to customers so they can pay instantly online. How do I go about getting my application set up to do this, where can I enter my Paypal information? The Answer: This is a bit of a loaded question, so…

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