1 / 10

Getting Started With Invoices in 15 Minutes - Apptivo

Apptivo makes everything simple for you ! Simple drag-and-drop invoice template builder to generate professional PDF invoices to send to your customers. You can your own fields, upload a business logo, and much more. Invoice your clients on site straight from your Android or iPhone / iOs or Windows device. Learn more here, https://goo.gl/2aSFNU

Apptivo_CRM
Télécharger la présentation

Getting Started With Invoices in 15 Minutes - Apptivo

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Getting Started With Invoicing in 15 Minutes

  2. Agenda What is Apptivo Invoicing? Features & Key Configuration Settings Minimal Steps to Get Started Creating Your First Invoice

  3. What is Apptivo? Platform of 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools

  4. Access From Any Device Create, Collaborate, Review, and Approve on the Go.

  5. Invoices Features

  6. Invoicing Overview Customizable Fields, Formulas, and Design Custom PDF Template Builder Create & Send Invoices via Email Recurring Invoices & Subscriptions Sending Invoices Late Payment Penalties Collect Payments Online Overdue Invoice Reminders Automatic Ledger Updates Getting Paid Unified With CRM Apps Create & Send Estimates Bill for Projects, Jobs, and Orders Quickbooks IIF Export Integration Deep Email Integration Contextual Collaboration Google & Outlook Connectors Android & iOS Mobile Apps Productivity

  7. Key Configuration Options

  8. Minimal Steps to Get Started • Create Your Account & Add Users • Add Your Logo & Business Details • Configure Required Taxes • Customize Your Fields & Templates (if required) • Create & Send Your First Invoice

  9. Creating Our First Invoice

More Related