The monthly customer statements include invoices that have not been finalized and exported yet - these are pending invoices that have work to be completed in the future. Needless to say this is not what the customers want, or should be seeing. We wou...
New to ST as an owner. I'm looking to clean up AR with regards to old unpaid and non-collectable balances. WHat is best practice so these do not show up on future reports.
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 ...
