Customer Print Line
Customer Print Line – We have like our customers to have the ability to print their name as well as sign their name in two different boxes that the “Customer Acknowledgement” stage.ThanksRoger
Posts
Resolved! Flat Rate and tax line on Invoice
Has anyone been audited for flat rate? We are going flat rate and would like the invoice to not show the tax line can this be done?
Customer pre-pay Deposits
New to AspireI have several customers that have sent a deposit in order to commit to large jobs. Currently, these are being handled by creating an invoice and estimating the sales tax in order to attempt to match the deposit amount.For example: Custo...
Accounts Receivable report should show all credit balances
the Accounts Receivable report should show all credit balances. It is imperative that the report show so all customers credit balances in order to properly reconcile Service Titan against accounting software Accounts Receivable report
SUGGESTION! Collection notes
SUGGESTION!The invoice screen should have its own notes section. Working in accounting and have to consistently go back to the job screen for collection notes is a pain! We currently have been putting it in the invoice summary but then the customer c...
Workflow for New Invoices Screen
What are your workflows for reviewing & batching invoices?Prior to the new Invoices Module, we did invoice reviews from the Batching screen and would batch the invoice as the last step of review. Then, we bulk print or email the invoices in the batch...
Resolved! Credit to discount task
Has anyone been able to find a way to note a credit on an account, but when applied it adds as a discount? IE we give a referral credit, but when applied it goes as a credit to next work - There would be no actual funds,
Invoice display
We got into invoicing this morning and out totals are gone from our invoices for the tasks? It is only showing quantities? It shows the total balance due, but not line by line totals? Anyone else having this issue?
Paid Status is wrong
Does anyone else have the issue on the new invoice table from the customer page and now the transaction hub where the invoice was reduced with an adjustment invoice but it is still showing as overdue?This is also making the invoice show up in the new...
New customer page and New Transaction Hub for invoices - invoices showing overdue that are paid
I like the new customer page and the transaction hub, however, invoices that have been paid by other refunds, or adjustments that weren't started from that invoice are showing as past due. I can't find a way to apply those adjustments to the open inv...
