Posts

New Account Credit Feature - great idea, bad execution

I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...

vmoore by New Contributor II
  • 41 Views
  • 1 replies
  • 2 kudos

Zero Out Refund Invoice

Since ST has been updated with the payments module, it does not allow you to add a negative payment. I am looking to find out the easiest way to zero out a credit balance invoice. In the past I would create the credit invoice in ST, export to QB, iss...

2022-11-21_14h46_48.png
johnsond by New Contributor II
  • 187 Views
  • 5 replies
  • 0 kudos

Auto Apply Credits

It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...

jhuck by New Contributor
  • 183 Views
  • 2 replies
  • 2 kudos

Refunded Customer

When we refund a customer, the invoice and the refund shows up on the AR report forever and ever. How can we remove it from there?

lizzy1 by New Contributor
  • 995 Views
  • 5 replies
  • 0 kudos