Invoice configuration

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Invoice App by Apptivo, Inc. www.apptivo.com
Configuring Invoice App
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• Configure button helps you configure the Invoice
  App and it is found in the invoice dashboard.
• On clicking Configure you can see the Invoice
  App Configuration.
• For further assistance in Video please check our
  YouTube video by clicking on the link

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General Tab

1. You can default either Service or Item or
   Both as your default by which when you click on
   Quick invoice one of the above will open by
   default.
2. Invoice App can generate Invoice number
   automatically if you prefer.
3. We also have a option on invoicing in Multi
   currency which could be set from here.
4. Once you click Save Changes the changes you
   made will go effective.

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To Set online payments

1. You could configure to get paid online when a
   invoice is sent by using wither Paypal or
   Google Checkout or Authorize.net
2. Each payment gateway has its own setting which
   Configuration will guide you through the process.

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Payment Terms

• This area you could pre-define different payment
  terms you accept while invoicing a customer.

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Auto Reminders

1. You can set Auto reminders for the unpaid
   invoices of customer and configure the reminders
   by the number of days you would like to get
   reminded about a payment delay.
2. You can send the reminders for unpaid customers
   through this configuration.
3. Click save.

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Taxes
You can well define the Tax codes you would use
in your invoice. You can select the type of tax
either fixed or percentage. While in fixed type
it is mentioned as USD and in percentage type tax
rate is converted into .
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PDF Templates
You can set up your PDF templates for the invoice
structure on clicking Add.
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Invoice PDF Template
Once you have made the changes you needed in the
Template you can name the template and click
save.
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Contact Detail
The above information is brought to you by
Apptivo, Inc. Contact Us support_at_apptivo.com 9
83 Corporate way Fremont, CA The Apptivo
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