Does anyone know of a way for TAGS to show up on the invoice screen? We currently utilize tags to track jobs that need to be filed under extended warranty. These are jobs that we will not bill the customer for, since they have an extended warranty co...
It would be nice if there was a way to put an attention line on the invoices. Some invoices need to go to a specific person with the company being invoiced and there isn't a way to do that except under the notes on the customer account or under invoi...
Currently, we're able to edit the subject line of estimate emails that get sent out to customers. When a customer accepts and signs an estimate, an automatic confirmation email is sent back to them. The subject line appears to show as "*Estimate Name...
I have 3 Suggestions on this tab:1)- please fix the glitch that allows employees to view batches even when their permissions say they cannot view batches.2)- When bypassing an export- please mark that batch as "Bypassed" vs. "Exported" so that we can...
We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...
We have discovered a calculation inaccuracy in the Tax Zone Report (which we love the layout of) where the column titled "Taxable Sales" does NOT pull the information from the actual taxable sales on the invoices - it pulls it from the "subtotal" sec...
Is there a way to set up automated text/email reminders for customers who haven't paid their invoice after x amount of days?
Mimic the "Add to Batch" button that already exists on the Invoice screen and add the same functionality to the Bill screen.Would save a lot of time!
ST Personnel,I would like the option to show the savings our Membership customers received AND the potential Membership savings our non-members would receive with a Membership. If this is already a setup option, I am unaware of it and would like for ...
Has anyone ever switch from desktop version to online?? We are looking at switching and would like to know what are the PROS and COS for doing this?? Any feedback will help on online version. Thanks
| Subject | Author | Posted |
|---|---|---|
| 04-25-2024 03:39 PM | ||
| 04-24-2024 11:00 AM | ||
| 04-23-2024 01:00 PM | ||
| 04-22-2024 12:53 PM | ||
| 04-15-2024 02:20 PM |
| User | Count |
|---|---|
| 4 | |
| 2 | |
| 2 | |
| 1 | |
| 1 |
