Has anyone noticed that since the update, when a payment is taken on an
invoice, The box in the upper right with Green print says “Payment
successfully SAVED”, but then sometimes a box with black print shows in
the middle of screen that says “Payment...
Has anyone been able to find a way to note a credit on an account, but
when applied it adds as a discount? IE we give a referral credit, but
when applied it goes as a credit to next work - There would be no actual
A few early thoughts as we see the new changes. ***We can no longer see
the audit trail / history on payment methods. We need this back.Invoices
and payments. With the division of these sections, matching up payments
to the invoices can be tedious. E...
I created a report, "Failed Payments" Template Applied Payments - choose
fields - Invoice # / Memo / Transaction Status / Invoice Date / invoice
total / Customer ID / Customer Name. Filter by Invoice Date / choose
date to view / Business units - CHAN...
We have also put this out on the ideas page to hopefully get votes. It
would be like the new implementation that a job could not be closed and
completed without an invoice summary. It is very inefficient when you
have to go out and check or email a t...
I use Memberships sold by day then export to excel. you can removed
canceled, suspended etc. It is helpful to review all the data in one
place. I use it a lot to find accounts that do not have a primary
payment selected, and check business units and ...