1. Projects App by Apptivo, Inc. www.apptivo.com INVOICE APPS
Please click on the invoices icon found from the list of Apps which will be displayed.
If you are not able to see the Invoices icon, scroll and see the next set with the scroll arrow.
If the Invoice App is not found, go to App store from where you would be able to add this App.
On clicking invoices you can see the invoice dashboard. clickcreatefor creating new invoice field.
For further assistance in Video please check our YouTube video by clicking on the link
Invoice Apps 3.
Invoicing Map gives a clear idea of how the invoice App is integrated with other Apps.
Shows how products and services are included for the customer.
Shows how it is connected to Customers and to identify the customer whom is invoicing.
Shows how it is connected to other invoice andtasks from other apps.
Shows how it is communicated to the customer.
Overall this is a clear map on how Invoice App is connected to all other Apps in Apptivo.
Once you click on the green Go to Invoice App will take you into the App.
Invoice Map 4.
Once you click on the create quick invoice it will take you into the App.
Here shows the sample invoiceslist for the customer.
To Create Quick Invoice 1 5.
On clicking create invoice ,the window will suggest the question to be include in the invoice structure.
Whether your invoice structure is service oriented, select services option.
Whether your invoice structure is product/items oriented, select Items option.
Whether your invoice structure is includes both field, select both option.
To Select Invoice option 1 6. Service Invoice Template Service Invoice will appears on selecting service invoice alone. 7. Item Invoice Template Items/products Invoice will appears on selecting Items invoice alone. 8.
Customer Field- Explained in detail in Slide 9.
Service Field-You could add information's related to the service provided to the customer.
Products/Item Field-This field you could define theProduct purchased by the customer.
Calculation field will show the final Total
Product and Service Invoice Structure 1 2 3 4 9.
You can search and selectalready existing customer data's if you already have Customers info in Customer App. You could also add new Customers by clicking on New.
Invoice number will be generated automatically.
Enter Date of invoice.
Select Payment term from the drop down menu.
You can provide notes to the customer using the section Note to Customer.
Use the Dsicount field if you want to provide any discount to the customer.
Invoice Structure-Customer field 1 2 3 4 5 6 10.
You can create invoice for project or another invoice on clicking the dropdown of create invoice form". Here is sample invoice from the project.
If you select Project the steps will follow as of creating a invoice related to a project which will be listed.
To create invoice from project 1 2 11. Recording Payment
Select view on one of the invoice from the dashboard which will show the details of the invoice.
You could either email the invoice.
Print the Invoice
Record Payment once a payment is received for that invoice.
1 2 12. Recording payment from customer
Choose payment date on which date the payment got received , Payment type from the drop down menu, Reference number if any.
If you have any notes to be captured about the payment you could use the Notes section.
Click save to record payment.
1 2 3 13. Contact Detail The above information is brought to you by Apptivo, Inc. Contact Us: [email_address] 983 Corporate way Fremont, CA The Apptivo Blog Learn More About: All Apptivo Apps Project Management Blogs You could also see Videos related to Project and other Apps in ourYouTube Channel . 2011 Apptivo Inc. All rights reserved.