Posts

New Account Credit Feature - great idea, bad execution

I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...

vmoore by New Contributor II
  • 1788 Views
  • 3 replies
  • 4 kudos

Batch Export Error

In ST, I have a batch that reads "partially exported"; however, it looks like it has fully exported to QB. ST is telling me to "see error report for details", but when I click on this, it tells me "action cancelled, unauthorized access". I've tried u...

SSabol by New Contributor
  • 1207 Views
  • 2 replies
  • 0 kudos

Payment duplicate

Am I the only one having an issue with payments duplicating when a tech takes a payment for a past bill and the bill for that day? this has happened every time now since the last update.

shawnsik by Contributor
  • 1073 Views
  • 0 replies
  • 0 kudos

Resolved! Payment Collections-Credit Card Payments

Suddenly credit cards are no longer an option to select when using the new payment collection feature to put payments in. The way I process payments for some of our customers is one CC payment for multiple invoices, I am not able to put in or process...

Vickies by New Contributor III
  • 2730 Views
  • 6 replies
  • 3 kudos

Zero Out Refund Invoice

Since ST has been updated with the payments module, it does not allow you to add a negative payment. I am looking to find out the easiest way to zero out a credit balance invoice. In the past I would create the credit invoice in ST, export to QB, iss...

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johnsond by New Contributor III
  • 2858 Views
  • 6 replies
  • 0 kudos

Batching Checks

After the lastest update the only way to batch a check that has been entered is to go to the accounting screen. Before the latest update you could batch a check that has been entered by going to the invoice. You were able to just batch the check with...

cynthiao by New Contributor II
  • 2065 Views
  • 4 replies
  • 4 kudos

Late Fee Notification Emails and Adding Late Fees

I would be nice if ST had a setting for sending a reminder to a customer regarding their invoice due date and adding penalties or fees for them being late automatically. Would anyone else find this feature handy?

donqueli by New Contributor
  • 960 Views
  • 1 replies
  • 1 kudos