Getting Started With Invoices in 15 Minutes - Apptivo

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Getting Started With Invoicing in 15 Minutes
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Agenda

1. What is Apptivo Invoicing?
2. Features Key Configuration Settings
3. Minimal Steps to Get Started
4. Creating Your First Invoice

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What is Apptivo?

• Platform of 50 integrated business apps
• Integrated collaboration, email documents
• Mobile website native apps for iOS Android
• REST API for connections to outside tools

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Access From Any Device
Create, Collaborate, Review, and Approve on the
Go.
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Invoices Features
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Invoicing Overview
Customizable Fields, Formulas, and Design
Custom PDF Template Builder
Recurring Invoices Subscriptions
Create Send Invoices via Email
Sending Invoices
Late Payment Penalties
Collect Payments Online
Overdue Invoice Reminders
Automatic Ledger Updates
Getting Paid
Unified With CRM Apps
Create Send Estimates
Bill for Projects, Jobs, and Orders
Quickbooks IIF Export
Integration
Android iOS Mobile Apps
Deep Email Integration
Contextual Collaboration
Google Outlook Connectors
Productivity
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Key Configuration Options
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Minimal Steps to Get Started

1. Create Your Account Add Users
2. Add Your Logo Business Details
3. Configure Required Taxes
4. Customize Your Fields Templates (if required)
5. Create Send Your First Invoice

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