Show Parts On The Invoice
Click Inventory>Inventory List>Double Click on the part in the parts List>Verify that the "Print on Invoice" & "Print on Service Ticket" Boxes are Checked
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Why Does an Invoice Show Paid Before the Payment Post Date
If an account is on autopay, the invoice will show a future posted PAID invoice in the invoice history. From customer account>Click Invoice History>Highlight and select or double click invoice>Click Payments to review details
Delete/Discount an Invoice
From customer account> Click Invoice History>Highlight and double click or select the invoice>Click Quick Credit>Apply the pre-tax full amount ( the amount will show on the upper right)>Click dropdown on Credit Category>Insert or Highlight and Select ...
Find Out Why there Is a Future Pay Date on Invoice
If an account is on autopay, the invoice will show a future posted PAID invoice in the invoice history. From customer account>Click Invoice History>Highlight and select or double click invoice>Click Payments to review details
Show Email Invoices
From customer account>Click Correspondence Log>Review any logs where Action=Email & Description includes 'Invoice'
Search by Invoice Number
From the customer list screen click on Searches>Invoice>Check Invoice type>Enter Invoice NUMBER ONLY>Click OK.