Related Articles
Search A Phone Number
From the Customer List>Click Searches Icon>Click Phone>Enter full number, including area code, in the 'Customer Telephone Number' field>Click OK Note: If data does not appear, we have not posted said check in the database. Please ask your customer to ...
Move an Invoice
From customer account>Click Invoice History>Highlight the Invoice>Click Move Invoice>Click YES>Search & Select Account>Click OK
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. ...
Change the Tax Rate on Invoice
From customer account>Click Invoice History>Highlight and select>Click the magnifying glass next to Tax Code>Search & select proper code Note: If invoice was exempt or set to tax=NO>Highlight the line item>Update to taxable>Click OK>Click OK>Click OK
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 ...