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SMS Customer Statement Log / Invoices

Can there be a section that shows invoicing history for SMS? Similar to the Marketing Activity section. Can there also be an email & sms history of all invoices? even the ones that are not attached to a job

angelpham by New Contributor
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Invoices

I feel like it would be a lot easier if we had an option to add an invoice under a job without having to create a whole new job. And the technician being able to create an estimate on the app under a customer without having to book another job for it

cdixon13 by New Contributor
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ST Updates

Hi everyoneWe have been on ST for about 3 years now and with the latest update, something wonky happened with our old invoices. Any job that was previously cancelled is now showing a balance on the customer's account- not on the AR report but on the ...

dmacneil by New Contributor
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Project Invoicing vs Job Invoicing

Good Afternoon! I am just getting introduced to the invoice process and I would like some clarity on a few items.We are an HVAC Commercial business - we have a Service Department and a Construction Department. I am trying to determine the differences...

How do you guys Invoice shipped materials without a job?

We ship a lot of parts to customers that have multiple locations. We have been using the POS system but it does not let us add a PO# or ship to location. Putting it in the job summary just looks incredibly unprofessional. How are you guys doing it?

Razzy57 by New Contributor
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"Pull" invoices from Quick Books for editing after exporting

Is there a way to "pull" invoices back to ST for editing? We are having a time with NSF's for ACH's due to incorrect account numbers being entered in the field. This would make things much easier if this is possible as opposed to making an adjustment...

eladner by New Contributor
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