Questions by Category: "Customer payments"

Help Texts are used to help the users/employees to know more about the fields. It contains information like what is the use of this field, and how to interact with it. You could make yo...more

Documents If Documents were added, deleted, downloaded, emailed, and renamed. You can receive email notifications about actions performed on documents. Steps to Configure Documents Log...more

Login and access the Customer Payments app from the Universal Menu. Click on the More(...) icon and select Settings. In the Settings page, click on the Customize App and sele...more

The Customer Payments app allows you to record all the payments that are received from the customers in Apptivo. Here, you can record the payments in different payment methods. Let’s ...more

The Views are like filters that are easily accessible in the Left Navigation panel. They can be configured and set as per your needs in the Left navigation of the Customer Payments dash...more

No, there are no additional transaction fees incurred when you integrate authorize.net. You link your authorize.net account using the steps provided in Authorize.Net payment gateway As ...more

The Customer Payments app of Apptivo enables you to record all the payments that are received from the customers. Here, you can record the payments in different payment methods. Let’s...more

Login and access the Customer Payment App from the Universal Menu. Click on the More(...) icon and select the Settings. Click on the Customize App from the left panel and sel...more

Customer Payments App keeps track of payments made by the Customers. When a payment is made by a customer for an Invoice, a record is created automatically in the Customer Payments App....more

Customizing the Customer Payments List Layout helps you to change and view the fields of your preferred choice in table format. The Customer Payment List Layouts are used for displaying...more

Payments associated with a customer is listed in the Customer Payments App. When a Kit order’s Invoice records payment, a customer payment is created. This is associated with the resp...more

Master Layout Master layout is the common feature for all apps. These are like business attributes which supports you to customize your business with the custom fields. They can be quic...more

Customizing Collaboration allows you to show or hide the activities present in the Customer Payments App. The collaboration includes News Feed, Calendar, Follow ups, Tasks, Emails, Call...more

Tags in Customer Payments App allows you to easily group your created customer's Payments according to your own preferences by giving it a label. This helps you to easily filter the spe...more

The Customer Payments App is a place to store all records of payments received from your customers. This app works together with the Invoice App to separate your billing from payment co...more