Apptivo Invoices App

invoice icon

Invoices

Apptivo Invoices serve you to create and send proficient invoices in a minute that help you get paid faster. Customize invoices from an variety of templates with your logo and hues to make them perfect. See overdue invoices initially and send reminders to your exceptional records.

Application Features

Set up payment gateways through various online payment portal. Get paid faster and easier by utilizing it in Apptivo.

online payments

Create reliable recurring income with subscription billing. Simply select the invoice frequency and duration and Apptivo handles the rest!

recurring billing

Reduce unpaid invoices and follow up or alert customers by automatically sending reminders to them when an invoice is overdue.

automated reminder notifications
intuitive reports

Intuitive Reports

Generate commission reports for your employees or run a general report on all the invoices for a selected period of time.

customize pdf layout

Customized PDF templates

A simple drag-and-drop custom invoice template builder to generate professional PDF invoices to send to your customers.

invoice queue

Invoice Queue

With the Invoice Queue, you can have a speedy perspective of all the approved timesheets, work orders, cases, recurring invoices, and contracts that are ready to be invoiced. Click on the required record and generate invoices instantly.

dynamic email templates

Dynamic Email Templates

Design beautiful, aesthetic looking dynamic email templates, to make your email look standardized rather than sending plain text and to effectively communicate with your customers.

invoice uniqueness check

Invoice Uniqueness Check

Allow your invoices to be uniquely identified in your business and avoid the redundancy of data. You can specify how an invoice is to be uniquely identified in your business when you are creating an invoice.

invoice accounting rules

Accounting Rules

Connect all your invoices directly to the Apptivo’s Ledger application, instantly. You can have different accounting rules, based on which a journal gets created in the Ledger, automatically.

integration with quickbooks

Integration with QuickBooks

With Apptivo - QuickBooks integration, sync all your transactions (journal records), and make your accounting process simple.

highly customizable invoice

Highly Customizable

Flexibility and customization is the core of what we offer. Add any number of custom fields and sections, show/hide the standard fields given, create and save custom views, create reports by saving the search results, and much more.

payment methods

Payment Terms

Select one of the default payment terms or create your own payment terms, customizing the customer payment periods specifying your required duration to allow your customers to make their payments.

invoice portal

Invoice Portal

Apptivo provides the ability to share information with your customers, by adding them to specific invoices, so they can login and view their invoice details using their own account.

Integrated Applications

Invoices App integrates seamlessly with the following applications

Customers

Invoices     Customers

A customer is the business entity this invoice is billed to. Create and send out invoices for your customers in one go! Create invoice, add customer from Customers App, and send out invoices in seconds.  Learn More about Customers App

Customers

A customer is the business entity this invoice is billed to. Create and send out invoices for your customers in one go! Create invoice, add customer from Customers App, and send out invoices in seconds. Learn More about Customers App

Contacts

A contact is the individual person who this invoice is addressed to. This list shows all contacts related to the selected customer, and you can also create a new contact from here. Learn More about Contracts App

Items

In case of creating invoices for billing items, with this integration of Items App with Invoices App, you can search and select the required item from Apptivo Invoices App, which pulls in the products stored in the Items App. New items/products can also be created. Learn More about Items App

Opportunities

Once a deal is reached, an opportunity can be converted to an invoice. At the time of closing the deal, you are required to raise an invoice, which can be generated from the Opportunities App. Learn More about Opportunities App

Cases

With this integration of Cases and Invoices App, you can generate invoices for all the billable cases and send to your customers instantly. Learn More about Cases App

Projects

Generate invoices for your projects right from the Apptivo Projects App. Projects with billable tasks can instantly be converted to invoices. Learn More about Projects App

Estimates

When your customer accepts or approves your Estimate, you can instantly convert them into an Invoice and send out in seconds. Learn More about Estimates App

Orders

You can create invoices for all orders that are shipped. The line items added in the order will be included in the invoice during the conversion. Learn More about Orders App

Kit Orders

With this integration of Invoices App with Kit Orders, Apptivo gives you the ability to convert kit orders to invoices. Learn More about Kit Orders App

Work Orders

In case of problems reported by customer is related to an item which requires service by your employees, you may invoice that customer. Once the customer approves his/her work order it can instantly be converted to an invoice. Learn More about Work Orders App

Timesheets

In case of working on customer projects, the services included in the timesheets can also be invoiced, by generating invoices from approved timesheets. Learn More about Timesheets App

Contracts

Invoices can be generated for all the retainer contracts that are approved. Select the required retainer contract from the Invoice Queue and generate invoice in seconds. Learn More about Contracts App

Properties

With the integration of Invoices App with Properties, Apptivo offers you the ability to create invoices for both the rental and sale properties and send out instantly to your customers. Learn More about Properties App

Credit Notes

With this integration, all the overpayments paid by your customers for their invoices, will get collected in the Credit Notes App which can be applied later on to their next invoices. Learn More about Credit Notes App

Pricing

This integration of Invoices App with Pricing App gives you the ability to link desired price lists to the invoices created. All Price Lists from the Pricing App will be displayed where you can search and select the required one. Learn More about Pricing App

Documents

Having integrated with the Documents App, all documents and files associated with the invoice can be duly attached to respective invoice record. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Emails

Offers you an unique email experience. Easily send out emails from invoices and have quick access to all emails related to invoice on the go! Learn More about Emails App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the invoice. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.

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