I need the ability to add hyperlinks in my estimate template summary so
that our customers can be redirected to the AHRI directory where their
equipment specific information can be found and used for performance
verification or tax credits
Hi all.We recently upgraded to Quickbooks 2023 Desktop and we access
through Right Networks. When we are exporting, Quickbooks repeatably
shuts down and displays an unrecoverable error. Has anyone else had this
issue? I have been in touch with Quickb...
I noticed that memberships that are set to "all locations" are not
calculating sales tax. Our system is setup to calculate sales tax based
on the zip code that corresponds with a tax zone. Recurring billing
invoices (Membership invoices) that are und...
I'm able to export my BILLS to QBO, but my VENDOR CREDITS (even though I
get the "batch was successfully exported" message) don't seem to be
appearing. Am I missing something? Am I looking in the wrong place in
QBO? I have tons of experience with QBD...
Hello. I need to unsell an estimate but the invoice has already been
exported. Am I correct in assuming I need to add an adjustment invoice?
Do the qty and price need to both be negative?Our accountant is on
maternity leave so I am trying to figure t...
Hello Just Curious if there is a way to enable a quick button to the
Customer pop Up Screen to apply a payment Not a " Add Payment Method"
Just a " Apply Payment " This would make our work flow alot easier if
this is a current option that i am Just M...
Has anyone noticed that their Invoice #s and the Invoices #s listed on
the Payment selection on the Customer page don't match anymore???!!!I
noticed it yesterday late afternoon, it wasn't like that in the
morning!!!I took a screenshot of the 2 select...
A paid invoice should show PAID in Big Red Letters at the Top of the
invoice page. we have had customers call us thinking they where being
billed a second time a lot of people don't look all the way at the
bottom of the invoice to see due balance of ...
There is an option to hide line item pricing on estimates. But we need
an option to hide the estimate total. In order to show a good better
best option on one estimate we would need the customer to ONLY SEE the
line item, seeing the total at the bott...
As many people know, in Quebec the official language is French and
English. By government law all invoices must be in both languages.
ServiceTitan only offers their default texts on invoices in English. I
need to be able to configure my invoices so t...