The Question: I am fairly new to project management & Apptivo, and I’m a bit confused about project scope. From my understanding, a milestone sets the Project goals and limits of what occurs in the project, why is scope needed? The Answer: Project scope is actually what should determine the goals and limits of your…
Posts Categorized: Applications
How do I record the payments for Invoices sent from Apptivo?
The Question: I have read about the Invoices app, and I understand that payments are automatically recorded by electronic invoice system when a customer pays electronically…but what about if I mail the invoice to the customer myself? How do I mark the invoice as paid and note the details of how the customer paid me?…
Can I still use the Invoices App to create invoices that I give to a customer in person?
The Question: While I think it’s great that I can email my customers invoice and take payment online, I have many customers who are not so tech-savvy. Is there a way to track my invoices in Apptivo, but simply print out the invoice and give to my customers the old-fashioned way? The Answer: Yes, of…
What happens when I email an invoice to my customer?
The Question: I have read about the ability to email my invoices to customers and collect payment instantly, but how exactly does everything work? The Answer: So, assuming you already know how to create an invoice, the next step is to distribute this invoice to your customer. The most common method of sending an invoice…
What steps are required to create a new invoice?
The Question: I am new to Apptivo and interested in using the Online Invoicing App. I’m a total newbie, so what information do I need to create an Invoice? Any steps to go through before I get started? The Answer: First off, if you haven’t yet, take a look at the Invoices Quick Start Guide…
How do I set up the Invoices App to receive electronic payments?
The Question: I have read about the Invoices App, and its ability to send an email to customers so they can pay instantly online. How do I go about getting my application set up to do this, where can I enter my Paypal information? The Answer: This is a bit of a loaded question, so…
