Resolved! Invoice font size
Does anyone know of a html code that can be used with invoices to enable using a smaller font for the authorization and acknowledgement paragraphs?
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Posts
Tags on the invoice screen?
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...
Resolved! Invoicing
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...
Feature Request: Edit Subject Line of Confirmation Email Sent when Customer Signs Estimate
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...
Accounting Tab Access
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...
How to edit "Remit To" on statement
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 ...
Resolved! Legacy Tax Reports are inaccurate, No new tax reports fix this issue
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...
Resolved! Payment Reminders
Is there a way to set up automated text/email reminders for customers who haven't paid their invoice after x amount of days?
Mimic "Add To Batch" functionality to Bill Screen
Mimic the "Add to Batch" button that already exists on the Invoice screen and add the same functionality to the Bill screen.Would save a lot of time!
Invoices for Members vs Non-Members
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 ...
Labels
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Adjustment Invoices
29 -
Application for Payment-Email Settings
6 -
AR Management
39 -
Batch & Post
1 -
Batching Process
22 -
Billing
1 -
Call Booking Details
1 -
Charge Interest
2 -
Counter Sales or Point of Sales
9 -
Customer Communications
1 -
Details - Invoicing
34 -
Enhancement Request
26 -
Export Error - Other
8 -
Export Error Report - Critical Error
3 -
Export Error Report - QuickBooks Error
17 -
Export Error Report - ServiceTitan Error
6 -
Feedback
11 -
Financial Reporting
13 -
Fintech
2 -
Garage Door
1 -
General Office
6 -
GL Account Setup
2 -
HVAC
1 -
Imported Data
4 -
Imported Invoices
1 -
Integration Platform
7 -
Invoice Items
50 -
Invoice or Estimate Items Tax
10 -
Invoice-Email Settings
13 -
Invoice-Estimate or Statement PDF
15 -
Invoicing- Customer Portal
15 -
Job Costing-Accounting
12 -
Needing Advice
4 -
New here
1 -
Other
6 -
Payables
6 -
Payment Collections
36 -
Payment Terms
8 -
Payments - Legacy
3 -
Phones
1 -
Question
18 -
Reconciliation
9 -
Refunds
11 -
Settings
4 -
Statement-Email Settings
5 -
Tax Setup
8 -
Web Connector
10
Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 05-11-2023 09:28 AM | ||
| 12-16-2022 12:47 PM | ||
| 12-08-2022 03:08 PM | ||
| 12-06-2022 08:24 AM | ||
| 11-28-2022 09:57 AM |
