When a CSR sells a membership from the office on the location page, it auto generates an invoice (Not taking into account renewal task it takes the first time enrollment task) Therefore not renewing ...
Is there a way to be reminded of when a recurring service is due? Or see the upcoming ones. So when I have a recurring service for a location, I book a job for it. After the job is complete, is the...
I have setup all my memberships in ST with auto billing and today is my first day I should have charges get paid and I don't see that any of them have been done can someone help with advice of what t...
Looking for a way to see recurring service events that were dismissed in a date range specified by the user. We have several people dismissing events and we'd like a clearer picture on what eve...
Does anyone else have their memberships given with a new install, how do you Show the Deferred Revenue on the membership invoice template if you are saying its "free" or "included" with the install?&...
Hi all, I recently created a test service agreement for a customer and marked it as activated to see what it would look like completed. My plan was to deactivate the service agreement afterwar...
Hi all, I just found out about the new Service Agreement feature that was added in the most recent update, and I'm not seeing it anywhere the videos/articles say it should be. Does it have to be spe...
Hello! I am attempting to track our customer retention in correlation to the number of membership renewals we are achieving on a monthly and yearly basis. However, I am struggling to find a re...
