Does anyone know of a way for TAGS to show up on the invoice screen? We
currently utilize tags to track jobs that need to be filed under
extended warranty. These are jobs that we will not bill the customer
for, since they have an extended warranty co...
It would be nice if there was a way to put an attention line on the
invoices. Some invoices need to go to a specific person with the company
being invoiced and there isn't a way to do that except under the notes
on the customer account or under invoi...
Currently, we're able to edit the subject line of estimate emails that
get sent out to customers. When a customer accepts and signs an
estimate, an automatic confirmation email is sent back to them. The
subject line appears to show as "*Estimate Name...
I have 3 Suggestions on this tab:1)- please fix the glitch that allows
employees to view batches even when their permissions say they cannot
view batches.2)- When bypassing an export- please mark that batch as
"Bypassed" vs. "Exported" so that we can...
We recently noticed that when sending statements to customers either by
email or printing, the "Please remit to:" at the top right is blank
underneath. Where can we add this information? I have looked under email
settings, business units but haven't ...
We have discovered a calculation inaccuracy in the Tax Zone Report
(which we love the layout of) where the column titled "Taxable Sales"
does NOT pull the information from the actual taxable sales on the
invoices - it pulls it from the "subtotal" sec...
ST Personnel,I would like the option to show the savings our Membership
customers received AND the potential Membership savings our non-members
would receive with a Membership. If this is already a setup option, I am
unaware of it and would like for ...