Accounting

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 ...

Resolved! Quickbooks online VS. Desktop

Has anyone ever switch from desktop version to online?? We are looking at switching and would like to know what are the PROS and COS for doing this?? Any feedback will help on online version. Thanks

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