Ali Rizvi

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Activity overview

Latest activity by Ali Rizvi
  • Ali Rizvi created an article,

    Revenue schedule - for a deal

    When you click on Revenue -> Revenue Schedule in the deal flow, you'll see the revenue schedule for the deal.  The revenue start and end date for each product booked in the deal are given from reve...

  • Ali Rizvi created an article,

    Revenue schedule - overall summary for your company

    When you click on the left-hand-side menu link for Revenue, you'll see the aggregate Revenue Schedule for your company.  The default view is by Customer; you may also choose to view by product or a...

  • Ali Rizvi created an article,

    Revenue setup (for a deal)

    Setup to recognize revenue for a deal in TrueRev is the most simple and straightforward four steps we could condense it to: Select (check the box in front of) one or more product rows. Click the b...

  • Ali Rizvi created an article,

    Edit an existing product

    To edit an existing product in TrueRev: Click on your name or avatar at the upper right of the screen. Click the settings menu link. Click the products tab at the left-hand-side of the page. Scrol...

  • Ali Rizvi created an article,

    Enter a new product

    To add a new product: Open your settings pages (click on your name / avatar, then settings). Click on the products tab on the left. Click the "Add new product" link above the products list. Fill i...

  • Ali Rizvi created an article,

    Marking an invoice as sent

    There's a checkmark action in the scheduled and usage based tabs on the deal invoice schedule.  Clicking it gives this confirmation   Marking an invoice as sent: does not actually send it does no...

  • Ali Rizvi created an article,

    Re-send an invoice

    If you need to re-send an invoice (without making changes): Find it in the invoice list. Click the  recycle action button in the far-right column. Confirm that, yes, you do want to resend the invo...

  • Ali Rizvi created an article,

    Edit an existing invoice

    Which invoices may be changed? Invoices with one of the following status designations may not be edited: Paid — either directly in TrueRev or in the integrated accounting software Imported Cancele...

  • Ali Rizvi created an article,

    Re-schedule an invoice

    When you edit an invoice, you may change a number of fields in the invoice, but the invoice date is not one of the allowed changes.  So, to re-schedule an invoice, you need to Cancel it from the l...

  • Ali Rizvi created an article,

    Schedule recurring invoices

    There are a couple of distinct types of recurring invoices.   If you need to split your booked amount into equal portions and send the same invoice at regular intervals: Set up the deal and produc...