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Great! That gave me what I needed. Thank you Brian. Billl Wiedmann Kestrel Growth Brands, Inc.

Thanks for that information Jamie. It gets me a little closer but I am still hitting roadblocks. I tried your idea and I can use Item Groups and run a report for sales of the member but I need it to show the parent item and the parent item sales price. In addition, our invoices have a column for "Unit Price" and when I use…

Thank you Angela! Bill Kestrel Growth Brands, Inc.

The issue of being able to accept payments through a parent while still being able to send statements and show ageing for individual children remains unresolved. Does anyone else know how to do this? Bill Kestrel Growth Brands, Inc.

I have already come up with a solution for applying the payment, although I would appreciate a JE suggestion since my method may not have been the best way to handle it. The issue I continue to have is that our invoices show an aging summary at the bottom and it combines the amounts due from all the children. The problem…

We have found that this will not email the customer a PDF of the invoice, but the invoice will be sent in the "Inline-Above" format. How do you a get PDF to automatically attach is the question (I believe). Thanks We have the same issue of not being able to send it as a pdf and would love to know if there is a solution. Is…

Great! That works. Thanks Evan!

Follow up: I thought that this was working but it appears that the search criteria Evan suggested will locate customers that have never had a call scheduled but will not find a customer that has previous "completed" calls and no "scheduled" calls. I am trying to locate customers that my sales reps have forgotten to…

This looks like an old thread but this is exactly what I am trying to do: find and leads/prospects/customers that do not have a scheduled phone call. Is there any way to do this with standards searches or reports? Thanks in advance!!

click the fulfill button and click the packages tab. I don't have a "packages" tab and can't seem to add it. Perhaps it is because I am a NS Small Business user. Bill Wiedmann Kestrel Growth Brands, Inc.