I need to create a report that lists all of the items on every PO on a
project but I need help, please. The report needs to include the item
descriptions to verify all fixture costs are accounted for. Any
suggestions?
I am in the process of sending membership renewal estimates out. I've
noticed a few customers whose membership has expired but they've already
renewed and they are still showing up on the renewal list. I assume that
is because the first membership ex...
I haven't seen this asked so I apologize if it was; I have a handful of
customers whose agreement needs to be billed quarterly. When setting up
an agreement the only options are time of service, upfront, or monthly.
How can I bill these quarterly?
@aklemme Did you find a work around for this? I am trying to decide what
report we want to use and then we would paste the results in an email to
the customer. I'm curious to hear what you are doing?
We do not list out the materials on our invoices either. When we were in
the training meetings before we went live we asked if that was possible
and were told no. I do the same thing you described but it would be very
help it ST did something about t...
We do not charge tax and use the POS. Are you exporting to QuickBooks or
Sage? When you create the 0% tax zone, the name you enter in the Sales
Tax Item field needs to be the same name in the accounting software.
Here is a screenshot of the tax zone ...