Posts

New Payment Module- Need to Revamp

The new payment module - the way it is constructed has added extra steps to my work flowin the past - a credit could be issued on an invoice and then a negative payment to offset the credit ( all done prior to exporting)NOW - I issue the credit - hav...

nw_basne by New Contributor
  • 142 Views
  • 1 replies
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Resolved! PO workflow

I am confused about the Bill that are created with PO. After I create a P.O. I receive it, I then create a receipt , then finally a bill. Then this is where I get stuck. What do I do with the bills, I have over 800 and I can’t do anything with them,

kaltec by New Contributor
  • 205 Views
  • 1 replies
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Signatures from estimate to invoice

Is there a way for signatures from an estimate can transfer to an invoice once the estimate is converted? We are having our customers sign estimates and then sending them the invoice to sign again. I feel we're asking for too many signatures and hone...

ddmcrystal by New Contributor II
  • 375 Views
  • 1 replies
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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
  • 311 Views
  • 1 replies
  • 1 kudos

Resolved! Mobile Check Capture

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...

Auto send receipts

When an invoice is paid in full (or even in part) I believe it would be good if a receipt was auto generated and emailed to the customer.

carlie40 by New Contributor
  • 1041 Views
  • 4 replies
  • 6 kudos