My Stuff
Comments
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1a. We go three levels deep. We have the Parent who then has several children and then the children have several Jobs. 1b. We create 99% of our invoices on the lowest Job level, but may have cause to invoice on either the Parent or Child level as well. 1c. I don't think its critical to accept the payment on the lower…
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Am i missing something because I have the email address on the customer, and on the contact, yet the transaction is not bringing over any email address at all. I'd have to manually type the email address on every invoice I wish to send. Is that the only option?
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Can't you enter a payment against your open balance and take it to your allowance for doubtful account instead of cash? This is what we do. I hit accept payment on the invoice and instead of leaving the transaction in my cash account, I change it to my allowance account. This moves the data to where it really should be and…
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I still have NS working on a case for me and they have asked several questions about the version of windows and excel that we are using. I did try recreating again and I will also take a look at the formula column as well. Thanks for the tip! Laurie
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Hi Don, I have been having this same issue since Monday with two of my long standing saved reports. It happens on multiple users, so it is not our individual machines. I also tried to recreate the reports but also had no success. I called NS support and the representative was unable to locate any help and instructed me to…
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Hello- I'm hoping someone is still subscribing to this thread. I tried to follow the instructions above from Cody to print multiple invoices for a customer at once, but all I see are Paid in Full invoices from several years ago. Does anyone have a trick? Maybe a setting I'm missing? Also, what are the instructions for then…
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I took the Reports and Searches class they offered in Chicago last year and it was wonderful. If you're looking for answers to specific questions and want to build your own dynamic searches, I'd take the Reports and Search class. I do think they both will be good in the end.