Invoice app

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Invoice app

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

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