Report for Merged Customers and Locations that can be exported
A report to export for merged customers and locations would be helpful to updated and verify accuracy in account software,
Posts
Customer payment not aligning with Quickbooks customer file
So when we loaded the first go at our customer list into ST we had some issues. So the QB file was cleaned up and when we went live the old QB file was loaded into ST. Now I have credits on payments under customer files because it did not have an inv...
Start Job Date in the Invoice
Hello, I would like to add on the right side of my invoice where I can see for default the Invoice # Invoice Date Terms Completed Date Customer PO and Due Date, I want to add the start date of the Job.
Issue with Automated Refund Workflow
We have known about the automated refund workflow for a long time now but continue to not use it because our customers want to see for tracking purposes, ease of understanding, and tax purposes the total amount they paid for work out the door on a si...
Resolved! Tax Zone
Is it possible to add the tax zone to the new customer page?
Loyalty Credits
In our Total Home Care Membership we offer $50 in loyalty dollar credits for each consecutive year they are a member that can be applied to any mechanical replacement. Unfortunately, I discovered we haven't been tracking this and I'd like to go in an...
Paid Invoices vs Credited Invoices
On the customer account page, whenever an invoice is credited in full, it shows as "Paid" rather than "Credited". When we write off an account and send it to collections, it does not show that we "Credited" that invoice, it shows it as "Paid". It mak...
Old Invoice
Hello, I have a very old invoices from 2015,2016,2017 that I want to make an adjustment invoice for them to adjust the balance on qbs as well ( as it shows by - ) how can I get them to do that, I already did to the new ones ? thanks in advance
Urgent Need: Invoice Item Deletion Feature
Hello, we're urgently in need of a way to prevent certain techs of our choosing from deleting items added to invoices. I appreciate that we can prevent them from changing prices on estimates, but that doesn't go far enough. We have at least one tech ...
Payables
Is there a way in Payables to make only partial payments? I have not turned on payables in our live account, only tested in Next but I don't see a way to make them partial. We have vendors that we have 30/60/90 terms or sometimes have special terms. ...
