This is kind of an out there question, but for those of us who keep a hard copy of all the invoices as a backup for our business records, is there a way to set it up so that a completed invoice will print automatically either after payment is receive...
It would be so great to be able to use the mobile check capture feature from the office side for checks that get mailed from commercial customers. I would be happy to login to my office account on a mobile device to be able to capture the photos. Thi...
Since well before I started here, this company has always treated finance company fees, box store fees, etc. as a cost of sales item. So, if I sell a finance job for $1000, have materials & labor costs of $750, and pay a finance company fee of $50 I ...
I’ve spent a lot of time working in a test environment with the new Payment Collections system. One pitfall I fell into is a killer, but thanks to @plewis from Service Titan, (a very smart person on this process), I found a way out. Specifically, on ...
There are a some cases where our customers have to provide us with a P.O. for a commercial membership sale/renewal. The only place to add this P.O. is under the invoice summary or under the task description itself. I think it would be nice to have a ...
We have been on ST for 3 months now and have yet to get our Sales Tax configured correctly. In Georgia we only charge tax on Materials and Equipment. There is no labor tax. For some reason ST will not calculate our taxes correctly. We have all of our...
When we refund a customer, the invoice and the refund shows up on the AR report forever and ever. How can we remove it from there?
So, I have been complaining to my CSM, and a bit on this board, about the fact that the new payment collections module does not support the entry of negative checks. ST just posted a new Knowledge Base article, "Accounting Process for Bounced Checks:...
I'm trying to bypass an export of a $0 invoice to QB but the button to do so has disappeared. Help?
Because we bill time and materials, we've found the invoicing screen to be much slower for data entry than our previous solution (just using Quickbooks Desktop invoices). I'd love to see some user experience updates that make the invoicing screen mor...
| Subject | Author | Posted |
|---|---|---|
| 04-15-2025 09:10 AM | ||
| 04-10-2025 09:24 AM | ||
| 03-06-2025 09:47 AM | ||
| 03-05-2025 09:32 AM | ||
| 02-27-2025 09:32 AM |
