We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...
I tried to print the statements for this month, and the addition of new information has made the lines too long for the paper and it is making the last digit or two of the invoice # and prices shift to the 2nd line. I started a help chat through Serv...
I just went to process monthly statements today and noticed a column has been added for "Project Invoice #," which has in turn caused invoice numbers and prices to become jumbled up on multiple lines. For example, a $1,658.95 invoice total now reads ...
When is ST going to give us the ability to send out estimates to customers with a line item approval process rather than an all or nothing acceptance? The good, better, best feature is not feasible when giving multiple options for any one item being ...
The management needs a detailed invoice for each job in order for it to be approved. Right now they are printing them all out, letting management approve each invoice, and then printing again with changes. We were just trying to cut back on paper and...
We haven't yet set an advantage plan up yet and customers sometimes call confused about why they didn't receive the savings. We'd like to disable until we have it set up.
