How a Pro Forma Invoice Works. A pro forma invoice differs from a simple price quotation because it is a binding agreement, although the terms of sale are subject to change. Invoice: An invoice is a commercial document that itemizes a transaction between a buyer and a seller. If goods or services were purchased on credit, the invoice usually specifies the terms of the. Invoice Maker from SpeedInvoice will give you professional invoices with a choice of +500 background images. Invoice maker is also a quote generator and is perfect for companies, contractors or freelancers. Work wherever you are! Bring your office on your phone! You can sign your invoices, as well as let your customers sign on your phone or tablet to accept an invoice, a quote or estimate.
Separate yourself from your competition using one of Invoice Home’s 100 beautifully designed templates. Take advantage of the invoice template features by personalizing your bills with your logo, sending your invoices directly through email and getting paid online using PayPal or by credit card. Check out the different invoicing options and features below and never send out a boring invoice again.
Protect Your Data and Enhance Your Security
Keeping all of your data on a hard drive puts you at risk for losing important customer information. Luckily with Invoice Home, you can securely save all of your customer’s data, product information and reports in one place. Our software saves and protects your customer data and product information in a cloud based platform that you can access anywhere with wi-fi. This means if your computer malfunctions or you lose your data storage device you will still have all of the data that your business needs to keep running. Your account even stores all your data for you to export as a PDF or excel file. Now you won’t have to go through each invoice one by one to see how much you made, your bestsellers or which customers order the most like when you used other invoicing services or wrote invoices by hand.
Promote Your Brand with a Free Invoice Template
Invoice Home knows how important it is to give your clients a professionally designed bill. With over 100 forms designed by professional graphic designers, you have many options to create an invoice that fits your business. Whether you work in construction or fashion design, love the color red, or want to show your patriotism there is a free invoice template for you. In addition, the uniquely designed templates allow you to upload your own business logo (or choose from a gallery of pre-designed logos which will heighten the awareness and legitimacy of your brand in the eyes of your customer. We never add the “Invoice Home” logo to your invoices so your clients will even think that you paid for your invoices (even though we offer a free plan).
Choose What’s Best for Your Business
Invoice 32
Maybe you do things by the book and prefer hard copy invoices? We’ve got you covered as our invoice templates can easily be saved in PDF form, printed and mailed out to your satisfied customers. Prefer to live digitally? Easily email your saved invoice template to your client via email. Once you have your PDF saved you can also upload it to your cloud storage to keep all your records in one place. Because our system is online you can save your bills in your account to be printed or emailed over and over again.
Make Money With Different Payment Methods
These days most customers prefer to pay by card or online out of convenience, however, some buyers like the option to pay by cash or check. Whichever your customer chooses Invoice Home has your back. First step, of course, is to create your free invoice on our site and send it to your customer by email or traditional mail. For clients who prefer to pay by cash or check, simply create terms on your invoice template for when you need physical payment by. For clients who choose to pay by card or over the web, we’ve provide many payment options. Our system supports PayPal and Stripe making it a breeze for your customers to pay through credit/debit card or through their bank. Better yet, our online system stores payment records. If a customer says that they’ve paid via online but there is no record of it, then you have evidence that the invoice still needs to be fulfilled. If you don’t remember a customer paying but there is record of payment, then the bill was honored. It’s a win-win for all.
Keep Your Invoices With You Wherever You Go
Whether you’re on vacation, with your customer or on the job you can access your invoices via our convenient mobile app. Unlike invoice template excel programs and even invoice template google docs you don’t need to carry around a bulky laptop or sit at a desktop to take care of billing. If you’re with your customer and they add a service you can whip out your phone and make the necessary changes to your invoice right then and there. The invoices you create on your mobile phone are automatically synced to your Invoice Home account keeping all of your documents in one secure place. Never lose business again to computer problems, bad wifi or slow response times.
Course Title:Kofax AP Agility 2.3 for Invoice Processing Training & Certification
Course ID:OD-APA-IP-023
Duration: 32 Hours
List Price:$3,500 USD (Add to cart to view applicable discounts)
Skill Level:Intermediate
Course P/N: TR-1200-0383V
Pre-requisite Software:Please note that AP Agility requires a working version of TotalAgility. TotalAgility is designed to run on a server operating system. Further pre-requisite software includes IIS and SQL Server. If you are unable to source the pre-requisite software, you can purchase the hire of a Virtual Machine (VM) that includes the pre-requisite software from our store. A VM is not included when this course is purchased.
This course should be completed on a clean install of TotalAgility.
| On-demand |
| Link to AP Agility 2.3 for Accounts Payable Training & Certification |
Methodology:Illustrated lecture and discussion, demonstrations and hands-on lab exercises. Knowledge retention and ability to understand product documentation will be measured by a 50 question certification examination.
Audience:End Users, Partners and Kofax employees responsible for the configuration, support and maintenance of a Kofax Accounts Payable solution, in particular Invoice Processing.
This course is intended for technical professionals who need to understand how to install, configure and extend Kofax AP Agility for Invoice Processing. Learning is accomplished through presentations, demonstrations, and hands-on labs.
Prerequisites:To get the most from this class, trainees should complete the Kofax 'Pre-Course Learning' topics. Trainees should also have:
- Basic working knowledge of:
- SQL databases
- Microsoft Internet Information Services (IIS) Manager
- Programming language (e.g. C#) (optional - needed for User Exits Module only)
- Basic working knowledge of:
Objectives: Upon completion of this course, students will be able to:
Invoice 3 Way Match
Invoices 3 2021
- Understand server pre-requisites before installing AP Agility
- Understand and install the various components of AP Agility including the ERP Agnostic Connector
- Configure Resources and Import Settings
- Access AP Agility Workspace and configure Global Settings
- Configure Export options
- Configure an ERP Connection, Create an Organization and associated Business Units
- Run a Data Import, Test AP Agility and modify Capture Profile Settings
- Configure Invoice Number Validation
- Examine Online Learning
- Configure Company Code Validation
- Configure PO Number Validation
- Understand Line Pairing, Line Pairing Correction and 3-way Matching
- Understand how to handle Miscellaneous Charges
- Understand Invalid Reasons and know how to add/modify them
- Configure the system to handle Intercompany Invoices
- Configure Units of Measure
- Configure Tax settings
- Consider VAT Compliancy
- Understand Exception Handling functionality
- Consider Upgrade scenarios and Customizations
- (Optional) Understand User Exits and how to code them
- (Optional) Understand Electronic Invoice capabilities and configuration
- Read about MarkView and Process Director Integration
- Pass a Certification Examination with a score of 85% or higher