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Invoice cofiguration

To configure Invoice

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Invoice cofiguration

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  1. Invoice App by Apptivo, Inc. www.apptivo.com Configuring Invoice App

  2. Configure button helps you configure the Invoice App and it is found in the invoice dashboard. • On clicking “Configure” you can see the Invoice App Configuration. • For further assistance in Video please check our YouTube video by clicking on the link

  3. General Tab You can default either “Service” or “Item” or “Both” as your default by which when you click on Quick invoice one of the above will open by default. Invoice App can generate Invoice number automatically if you prefer. We also have a option on invoicing in Multi currency which could be set from here. Once you click “Save Changes” the changes you made will go effective.

  4. To Set online payments You could configure to get paid online when a invoice is sent by using wither “Paypal” or “Google Checkout” or “Authorize.net” Each payment gateway has its own setting which Configuration will guide you through the process.

  5. Payment Terms This area you could pre-define different payment terms you accept while invoicing a customer.

  6. Auto Reminders You can set Auto reminders for the unpaid invoices of customer and configure the reminders by the number of days you would like to get reminded about a payment delay. You can send the reminders for unpaid customers through this configuration. Click “save”.

  7. Taxes You can well define the Tax codes you would use in your invoice. You can select the type of tax either fixed or percentage. While in fixed type it is mentioned as USD and in percentage type tax rate is converted into %.

  8. PDF Templates You can set up your PDF templates for the invoice structure on clicking “Add”.

  9. Invoice PDF Template Once you have made the changes you needed in the Template you can name the template and click “save”.

  10. Contact Detail The above information is brought to you by Apptivo, Inc. Contact Us: support@apptivo.com 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 our YouTube Channel. © 2011 Apptivo Inc. All rights reserved.

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