Invoice App

Views:
 
     
 

Presentation Description

No description available.

Comments

Presentation Transcript

PowerPoint Presentation:

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

PowerPoint Presentation:

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. click “create” for creating new invoice field. For further assistance in Video please check our YouTube video by clicking on the link Invoice Apps

PowerPoint Presentation:

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 and tasks 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

PowerPoint Presentation:

Once you click on the create quick invoice it will take you into the App. Here shows the sample invoices list for the customer. 1 To Create Quick Invoice

PowerPoint Presentation:

1 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

PowerPoint Presentation:

Service Invoice Template Service Invoice will appears on selecting service invoice alone.

PowerPoint Presentation:

Item Invoice Template Items/products Invoice will appears on selecting Items invoice alone.

PowerPoint Presentation:

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 the Product purchased by the customer. Calculation field will show the final “Total” 1 2 3 4 Product and Service Invoice Structure

PowerPoint Presentation:

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”. 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. 1 2 3 4 5 6 Invoice Structure-Customer field

PowerPoint Presentation:

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. 1 To create invoice from project 2

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

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.

authorStream Live Help