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Good afternoon,So we had 5 payment types active in our system for when we collect a payment in the office. We added a new one and when we went back to collect more payments a few days later, only 3 were available even though we checked and made sure ...

MD34 by New Contributor II
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Invoice Breakdown Per Service Location

I work with property managements, who have different community managers per locations. Frequently, they request to send all outstanding invoices for their specific service location. When clicking on the service location profile, there is no invoice t...

jenniferg by New Contributor
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SMS Customer Statement Log / Invoices

Can there be a section that shows invoicing history for SMS? Similar to the Marketing Activity section. Can there also be an email & sms history of all invoices? even the ones that are not attached to a job

angelpham by New Contributor
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Document Templates - Invoices

Standard Invoices, Project Invoices, and Estimates - have been unable to successfully edit & publish the template to allow office staff to easily tri-fold the piece of paper and have the Company Address & Bill To Address show up in a standard 2-Windo...

bren98391 by New Contributor II
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Invoices

I feel like it would be a lot easier if we had an option to add an invoice under a job without having to create a whole new job. And the technician being able to create an estimate on the app under a customer without having to book another job for it

cdixon13 by New Contributor
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Payment Confirmation Email?

Is there a way to send a confirmation email when payment is taken over the phone for multiple invoices? Currently the only way we're aware to send a "receipt" is by sending every individual invoice that was charged instead of one confirmation.Thank y...

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