Invoice app

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  • 1. Projects App by Apptivo, Inc. www.apptivo.com INVOICE APPS

2.

  • INVOICE
  • 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.