Invoices App Auto-Reminders & Message Templates and Activities Enhancements

Posted on 8:05 pm, May 21, 2012 by Todd Miner

For this week we focused on improving all aspects of our Invoices App. Specifically, we’ve launched a new feature which allows you to automatically remind your customers about unpaid invoices.Introducing the new “Message Templates” & “Auto Reminders” features. By going to the configuration area of your Invoices App, you can now set up new message…

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How do I bill a Customer for Hours Logged to a Timesheet?

Posted on 11:31 am, April 18, 2012 by kdevarakonda

The Question: I would like to use use the timesheets system in order to get the work approved by the customer, and then send them an invoice for that timesheet. How can I do this? The Answer: With Apptivo Project Management Time Tracking Software, rather than sending out invoices manually for each moment you spent…

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Can I create a custom PDF template for my Invoices?

Posted on 11:30 am, April 18, 2012 by kdevarakonda

The Question: I see that Apptivo automatically generates a PDF file of every invoice. Am I able to customize this template at all? The Answer: Yes, the Invoices App offers a great new tool that allows you to create your own custom templates which will be used to generate PDF versions of your invoices.To create…

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How can I bill a customer for hours tracked in a project?

Posted on 11:27 am, April 18, 2012 by kdevarakonda

The Question: I have been tracking all hours using activities in the Projects App. Can I just create an invoice for this project and have my hours calculated automatically? The Answer: What you describe can be accomplished directly from the Invoices App.  Click over to your Invoices App, and you’ll see a button at the…

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How do I record the payments for Invoices sent from Apptivo?

Posted on 11:03 am, April 18, 2012 by kdevarakonda

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?…

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What happens when I email an invoice to my customer?

Posted on 11:01 am, April 18, 2012 by kdevarakonda

Email an invoice

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…

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