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Comments
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Great! That gave me what I needed. Thank you Brian. Billl Wiedmann Kestrel Growth Brands, Inc.
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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…
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Thank you Angela! Bill Kestrel Growth Brands, Inc.
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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.
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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…
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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…
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Great! That works. Thanks Evan!
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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…
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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!!
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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.