Posts

Next Button - to move from invoice to the next invoice

Is there anyway to get a next button while in the invoice view to move to the next invoice within our list we have already filtered down to or does anyone have a way to move to the next one without going back through "accounting" to then click on the...

BeverlyF by New Contributor
  • 843 Views
  • 1 replies
  • 2 kudos

Appointment date included on invoice

Is there a way to include the appointment date on the invoice? We have found that it is nice to include the date/s that the technician was on site in the invoice for the customer. Especially when the job has more than one appointment on it due to par...

WRS by New Contributor II
  • 944 Views
  • 1 replies
  • 3 kudos

Remittance Address on Invoice

I've tried to look for this on my own, but am now lost. How can I add a "Remit To" address to my invoices? Currently, my location address for the business appears on my invoices and if someone sends a check, they will use that address. However, I wis...

Invoices for Members vs Non-Members

ST Personnel,I would like the option to show the savings our Membership customers received AND the potential Membership savings our non-members would receive with a Membership. If this is already a setup option, I am unaware of it and would like for ...

alemke by New Contributor II
  • 1288 Views
  • 1 replies
  • 0 kudos

Payment details on printed invoices

Hello, I think it would be really wonderful if we have the option for payment authorization codes to show up on printed invoices not just in the system. I believe most businesses would also love to have authorization codes of payments on the printed ...

Invoicing Screen UX for Time + Materials Company

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...

Automatic Trip Charge for Certain Zones

There are certain surrounding cities/counties we service that are a little further out than our normal service area, and because of this, they incur an additional $25 Trip Charge. I already have Zones set up in our system for the different areas we s...

cecilshv by New Contributor II
  • 2306 Views
  • 4 replies
  • 3 kudos