Invoice Creation
- Create invoice from orders
- Create invoice from Projects
- Create invoice from Timesheets
- Create invoice from Work orders
- Create invoice from another invoice
- Create invoice from estimates
- Create invoice from opportunities
- Create recurring invoices
- Create invoice with recurring billing
- Create invoice with credit balance
Invoice Queue
Apptivo supports you to have a quick view of approved work orders and recurring invoices that to be mailed in the notion of invoice queue. So it makes you easy to create an invoice directly.
- Timesheets
- Work Orders
- Recurring Invoices
Recurring Invoices
If you’ve a customer who pays the same amount for every month – just create or set-up recurring invoice with how often that invoice recurs and send invoices regularly to your customer.
- Active
- Stopped
- To be Emailed
Recurring Billing
When you create an invoice, you can enable automated payments if you are using Authorize.net as a payment option. When your customer pays for the first time, Invoices app will create a payment profile with this gateway and your customer will be automatically billed periodically. You will see a section called “Recurring payments” on the Create Invoice Screen.
- Active
- Stopped
Invoice Statuses
| Status | Description |
| Draft | When you create and save an invoice, it will be in draft status. A draft status indicates that invoice can undergo further modifications. |
| Sent | A “Sent” status for an invoice indicates that you have sent the invoice to your customer at least once by clicking on the ‘Send’ link or you have marked the status as ‘Sent’ by clicking on ‘Mark as sent’ link. |
| Viewed | When an invoice is recently viewed, it is said to be in the viewed status. |
| Paid | If the invoice sent by you to your client is paid, then the invoice is marked as paid. |
| Void | If the invoice is no more needed for your business or it is mistakenly created for your client, you can view it in “Void” status. You cannot recover once it gets voided. |
| All | You can view all statuses invoices which includes invoice drafted, viewed, paid etc. |
Invoices Basic Features was last modified: February 2nd, 2015 by
