Accounting
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Posts

Resolved! General Ledger accounts

Currently everything i export goes into one QBO Sales account but i would like to split this up and see where the income is coming from based on business unit. I was able to test it out with one Pricebook task and mapped it to a new QBO account label...

regraves by New Contributor II
  • 5778 Views
  • 4 replies
  • 1 kudos

Refunds

Every time I process a refund for a customer, I get an email "autobatching failed payments. Does anyone get the same message?

lizzy1 by New Contributor II
  • 2802 Views
  • 2 replies
  • 0 kudos

Audit trail_Unapplying credit card payment!

In the audit trail, the unapplied payment shows as 'deleted payment' instead of ' unapplied'. It is very confusing.I wish there is an update to have a proper phrase to be shown on the audit trail not to confuse anyone.

JENNA_YHC by New Contributor
  • 1657 Views
  • 1 replies
  • 0 kudos

Changing Bill To Customer After Exporting

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 ...

vtapiajp by New Contributor
  • 2941 Views
  • 3 replies
  • 2 kudos

AR Invoice signature size

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?

DebMar by New Contributor
  • 1902 Views
  • 1 replies
  • 2 kudos

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?

DebMar by New Contributor
  • 3008 Views
  • 2 replies
  • 0 kudos

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...

ECSoffice1 by ServiceTitan Certified Administrator
  • 3547 Views
  • 4 replies
  • 1 kudos

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...

Kathy70 by New Contributor II
  • 7077 Views
  • 8 replies
  • 1 kudos