Invoice display
We got into invoicing this morning and out totals are gone from our invoices for the tasks? It is only showing quantities? It shows the total balance due, but not line by line totals? Anyone else having this issue?
Posts
Paid Status is wrong
Does anyone else have the issue on the new invoice table from the customer page and now the transaction hub where the invoice was reduced with an adjustment invoice but it is still showing as overdue?This is also making the invoice show up in the new...
New customer page and New Transaction Hub for invoices - invoices showing overdue that are paid
I like the new customer page and the transaction hub, however, invoices that have been paid by other refunds, or adjustments that weren't started from that invoice are showing as past due. I can't find a way to apply those adjustments to the open inv...
Exported Membership Invoices Wont' Sync
This is an issue for us. Specifically on membership invoices that were created using the renew button. If the customer decides they don't want to move forward OR if we need to make a change ST won't let us sync the exported invoice with Quick Books. ...
Refund Process
I feel like the whole refund process is a nightmare. Its very time consuming and confusing. I have issues with the taxes going with the refund. It wont calculate tax. The steps you have to take is overwhelming.
Batching error report
I am getting an error report for a batch of invoices. The "action" column has "remote update " listed. Does anyone know what remote update means?
Wrong Customer
My tech applied a payment on the wrong customer, how can I move it?
COMMUNITY 1-2751
Customer balances in ST should only reflect invoices that have been audited, posted, and exported- not a running total of all jobs in progress... please upvote my idea !! 1-2751
PO's: Parts associated with vendors
It would be FANTASTIC if when creating a PO once you have selected a Vendor your product list would automatically filter to only parts/products that are associated with the specific vendor rather than having all parts/products from all vendors in you...
Emailed Invoices
After recording payments sent in by telephone our company emails the customer a copy of their invoice showing the payment has been applied leaving a zero balance. The company choice is to send only "aggregated" invoices but that is only one of the op...
