Why are there buttons on the invoice screen that we are not allowed to use?Example: On the invoice screen there are two buttons next to the payment (even AFTER the export is complete). 1 - edit. 2 - Delete. You can click on edit and and make the chan...
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 ...
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...
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.
Can someone please explain Membership Billing Runs? Specifically related to this code: 05886D and a TSYS Autobatch? We lost our accounting girl and I am trying to get myslef up to speed.
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...
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...
The new update won't allow my to apply payments to multiple invoices with a credit card that was ran at the office. I only see cash and check.
Can someone walk me through how to apply payment to an invoice that was written off. Do I create an adjustment invoice to the write-off invoice and then apply payment that was collected? Thanks in advance.
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...
