The Question: I am fairly new to project management & Apptivo, and I’m a bit confused about project scope. From my understanding, a milestone sets the Project goals and limits of what occurs in the project, why is scope needed? The Answer: Project scope is actually what should determine the goals and limits of your…
Posts Tagged: quick start guide
How do I record the payments for Invoices sent from Apptivo?
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?…
Can I still use the Invoices App to create invoices that I give to a customer in person?
The Question: While I think it’s great that I can email my customers invoice and take payment online, I have many customers who are not so tech-savvy. Is there a way to track my invoices in Apptivo, but simply print out the invoice and give to my customers the old-fashioned way? The Answer: Yes, of…
What happens when I email an invoice to my customer?
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…
What steps are required to create a new invoice?
The Question: I am new to Apptivo and interested in using the Online Invoicing App. I’m a total newbie, so what information do I need to create an Invoice? Any steps to go through before I get started? The Answer: First off, if you haven’t yet, take a look at the Invoices Quick Start Guide…
How do I set up the Invoices App to receive electronic payments?
The Question: I have read about the Invoices App, and its ability to send an email to customers so they can pay instantly online. How do I go about getting my application set up to do this, where can I enter my Paypal information? The Answer: This is a bit of a loaded question, so…
How can I change the email address used to log in to Apptivo?
The Question: I originally registered for Apptivo using my personal email address but would like to change this so I can log in using my business email. I have already done all of my setup & configuration, so I don’t want to lose my information. Is there a way to change my email address, or…
Can I receive emails when changes are made to my Apptivo firm?
The Question: I have several employees working in Apptivo, and there is no way for me to monitor each app to keep up to date on the work they are doing. Is there any system to receive emails when my employees make updates to projects, leads, etc? The Answer: To address the need to receive…
How do I change my password to something else?
The Question: Sorry if this has already been asked before, but I cannot seem to locate the place to change my password. I gave out my password to someone else to use my login, but I need to change it now to keep everything secure. The Answer: No problem at all, we’re here to help!…
Where do I update my company phone number & address information?
The Question: I’ve been using Apptivo for a while, but my company has recently moved locations. In the process we acquired a new phone number, as well as changed the address of our headquarters. Where can I update business information in Apptivo so invoices show the correct information? The Answer: Your basic company information is…
