JenniferK1
New Contributor II
since ‎08-29-2022
‎11-14-2024

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  • 9 Posts
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User Activity

We would like to have a way to get the customer's credit card when they are booking an appointment via the chat/schedule engine section. If you could have a way to have them send it encrypted that would be very helpful. Thanks in advance.
Is there a way to print the notes associated with a job? We are sending a customer to collections and want to send the communication history as well. Maybe there is another place to put these notes that we can print??? I am open to suggestions please...
I am getting this error when exporting to Quickbooks. There is an invalid reference to Quickbooks Term "Custom" in the Invoice. QuickBooks error message: invalid argument. The specified record does not exist in the list. Can't figure out why because ...