POS Invoices, Active Payment
I keep getting this alert when trying to print/add payments to POS invoices. I can't get past it. Ideas?
Posts
Save and Add to Batch Feature - Editing a Payment
I noticed the "Save and add to batch" option when editing a payment was removed during the latest update. I chatted with ST support about it, and they confirmed that is correct. I was informed to bring my suggestion to bring back the feature to this ...
Payment Receipts
Should be able to easily email a payment receipt without having to log into the gateway, find the transaction, copy the clients email from ST, go back to the gateway to finally email it. 80% of the time people pay at time of service and the invoice i...
Default amounts when selecting payment type
So I have a minor issue. When our technicians are finishing with a client they'll ask how they'd like to pay. If a client says e-transfer the tech will select the e-transfer payment type and it seems to defaults to putting in the full amount owing. T...
Auto Attach
It would be great if the PDFs that are attached to equipment could be sent as an attachment along with the estimate/proposal in the email. A lot of our customers like to have the manufactures brochures to look through when deciding which equipment th...
Bulk printing past due invoices
It would be helpful if there was a way to bulk print all unpaid invoices to be mailed to the customer.I know how to do it at the time I'm creating the invoices and I know how to print statements for the customers, but it would be helpful to be able t...
Creating Job costs for reporting
I am trying to create costs sheet for materials used on jobs. I am only seeing how to put cost to customer but not cost to company. Ultimately, I am wanting to get job cost for every individual job.
Revenue Recognition
This is an idea for interfaces, which falls closest to Accounting. We use QB for our financials and we have struggled to reconcile QB to ST every month in terms of Revenue. Part of the issue is we have jobs that are multi day jobs and ST recognizes t...
Batch Error Report
I am trying to resolve the Batching Error Reports and I am getting a code of 3170 with a description of "There was an error when modifying a Customers list, element "800045A1-1657565816". QuickBooks error message: Cannot merge list elements." There a...
EXPORTED DOWN PAYMENT FROM CUSTOMERS BUT DID NOT SHOW UP AS A DEPOSIT
I exported a batch of check payments that match what our bank account has. I then went to QB to "make the deposit" into the checking account. The batch was applied to each customer's profile...but it did not go over as a deposit for our records when ...
