We’ve been using Fixed/Upfront duration & billing and when the customer
pays up front, the money goes into our deferred account. We have two
recurring events. When we do each one, half the upfront payment is
recognized, and this is reflected on the i...
This is a shot in the dark, but I'm trying to create a Zap where the
trigger should result in ST applying a tag to the customer page, but in
the drop down, instead of seeing a list of our tag types, it's loading
multiple instances of the same tags an...
We are moving to auto-renewal and billing of memberships. Would anyone
be willing to share how they collect contract/authorization signatures
for this both from the office and in the field? I'm thinking of using a
pdf form that allows for e-signature...
When you dismiss the recurring event you get a window that asks if you
want to recognize the revenue. That's the easiest way. Not sure if it's
a config they need to enable. It's pretty quick and easy.
I just came to post this! On the mobile job page it literally says:
"location / bill to," but shows the location name and NOT the bill to
name. For us this is an issue when the bill to is a warranty company.
The tech sees "location / bill to Joe Smit...