Accounting

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...

Exported Membership Invoices Wont' Sync

This is an issue for us. Specifically on membership invoices that were created using the renew button. If the customer decides they don't want to move forward OR if we need to make a change ST won't let us sync the exported invoice with Quick Books. ...