Does any one else have issues with customers wanting bill to information changed after an invoice has already been exported. We run into this fairly often where the party that pays for the bill then forwards it to someone else and they want the bill ...
When printing an AR customer invoice a lot of space is taken up with the "signature" related to the authorization and acknowledgement areas. Is there any way to decrease the size of these areas?
We are a garage door company. We currently have revenue(sales) listed as the following in Quickbooks:1. Job Income:Residential:Door 2. Job Income: Residential: Operator 3. Job Income:Residential: Parts, etc.I have created matching GL acct in ST. We r...
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?
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...
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