Has anyone come across a way to change the email address that sends the
estimates to the customer? Ours keeps generating a no reply email
address and several are getting rejected by customers. Any suggestions
as to how we can make that look a little ...
Is there a way for signatures from an estimate can transfer to an
invoice once the estimate is converted? We are having our customers sign
estimates and then sending them the invoice to sign again. I feel we're
asking for too many signatures and hone...
Before ServiceTitan, we processed Finance Charges in Quickbooks Desktop.
We just used the "Charge Interest" feature for the first time and I have
a few suggestions:The field Interest Rate says 0.000. Because of this, I
assumed it was already in % for...
Hey all! Give me all the Quickbooks Desktop questions and many of the
Sage Intacct questions and I can answer them, but we're on QBO at my new
company and I need help! We merged a customer in ServiceTitan (each
location was imported as its own custom...
We bill our memberships on the 1st and 15th of each month. This creates
3 batches (successful, failed, unattempted). Our Successful batch is
usually about 300-400 invoices. I am looking for a less time consuming
way to break that batch down in smalle...
Good morningWhen our technicians are applying payments on job as they
finish it is not allowing us to batch after they enter it, I still need
them to enter daily as usual. Is there a setting we are missing? Here is
an example,. If customer pays the t...
Looking to implement the monthly billing for memberships/Agreements, I
have questions on how the work flow goes as far as exporting to
Quickbooks and the invoicing. We are a fairly large company, looking for
someone who has been utilizing this featur...
I know currently we can only add the online payment link to an invoice
and a statement. We do majority Home Warranty Service calls and the Home
Warranty customers we work with have to pay the full estimate amount
first before we start sourcing, or do...