Hi All, How are we putting rebates on invoices? These specific rebates are not instant rebates so they will not affect the invoice price. Are we creating a Task and changing the description? Are we j...
...itan forces me to assign a tech to every. single. line item before I am able to export the invoice to our accounting software (QB desktop). A lot of invoices I send out have 20+ material/equipment i...
There should be a way to edit the total cost per item on a purchase order. Currently we are only able to edit the individual item cost. There are times we are a few cents off due to round...
...roject completions or partial payments made in advance. To streamline our accounting processes, it would be immensely beneficial if we could export partial payments separately before exporting t...
Only one of my technicians is having an issue with greensky not working on their tablet. we have completed the training multiple times and its still not working. Has anyone else experienced t...
Is there a way to a set a default email for a customer to receive invoices. We have a property manager that has many locations and multiple emails on the account for various contacts in his organizat...
If client is paid $1000 then cancel the work but just want to keep $1000 as a credit. This invoice has been exported already to Quick Book. What is the best practice on this case? ...
We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be ema...