Accounting

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Invoice Template

Hi, is there any way to add a line or change the invoice template? I need to add a line to the "bill to" section.

verostep1 by New Contributor
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  • 3 replies
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Resolved! Past-Due Customers

Looking for ways that other users handle customers with past-due balances. There isn't a way to put customers or locations on "credit hold", which would prevent scheduling jobs until the "hold" was removed by an A/R collector. Is a "Credit Hold" tag ...

chunter1 by New Contributor II
  • 4881 Views
  • 5 replies
  • 0 kudos

Need to Create a Manual Credit Memo to be applied later

Has anyone figured out a good way to create an available credit on an account other than applying an overpayment? I have a customer who has no balance and i need to put a credit on her account to be applied to a later service. I have tried doing a ne...

plumbing3 by New Contributor
  • 5107 Views
  • 8 replies
  • 1 kudos

Point of Sale Rate Sheets

How do I change the rate sheet for a Point of Sale Invoice? I can change the rate sheet on any other invoice, but not a Point of Sale Invoice.

neiamech by New Contributor
  • 1951 Views
  • 1 replies
  • 2 kudos
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