My company would benefit from the ability to impose a required PO field on the location and/or customer files of selected customers. Currently, such a field could only be implemented if it was a required field for all files, indiscriminately. As only...
Is there a way to add our company's phone number to our PDF's of our invoices and statements? I have our company name and address, but no phone number. Thanks!
I keep getting this alert when trying to print/add payments to POS invoices. I can't get past it. Ideas?
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 ...
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...
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...
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...
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...
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.
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...
