Add PO In Ticket to Appear on Invoice

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• Put a PO Number on Service Ticket

  From customer account>Click Appt/Svc History Tab>Select Ticket>Under 'Schedule' Tab Customer PO>Enter PO# Here

• Adjust Paid Invoice

  If invoice was created in this month: From customer account>Click Invoice History>Highlight and select Invoice>Click Payments>Highlight & delete amount field>Click Ok>Click Yes To Clear Payment Fields>Click Ok>Pop up will Appear That Customer still ...

• Update Current Invoice and Autopay

  Add Autopay to Account: From customer account>Click Recurring Charges>Highlight and select charge>Click Billing Method dropdown>Select autopay type>Enter information>Review date in "Post On" field>Select appropriate date>Click OK to save. Note: If ...

• Move A Ticket That Has Already Been Invoiced

  Go to Tickets Dashboard>Highlight Ticket to be Moved>Click "Reassign">Enter Account Number or Use the Magnifying Glass to Search/Choose Account>Review Check Boxes>Click OK to Complete>If you Selected to Move Equipment a Pop Up Will Appear of ...

• Create a Product Invoice

  Product invoices can be generated separate from recurring charges or appointments/proposals/tickets. For example, if you need to invoice your customer for time or equipment/materials, you can generate a single 1x P invoice from their account. ...