Accounting - FAQLast updated on 09/12/2022
How do I get to the Accounting screen?
What is batching and posting?
Can I unbatch an invoice once it's batched?
How can I find and open an unposted batch?
How do I find a posted batch?
Can I unpost a batch?
Can I rename a batch?
Can I delete a batch?
How to add a payment to an exported invoice?
Can I pay out a commission or spiff on chargeable materials?
Can I see past statements sent to a customer?
Can I see past invoice PDFs sent to a customer?
Can I have a blank payment term?
I can’t seem to change my payment term on my invoice or bill. Why?
Can I create a term directly from an invoice or bill?
Can I change my payment term or due date on my invoice after I’ve exported the invoice to my accounting software?
Can I change the batch number on an exported invoice?
Why are my invoices not showing up in the batch?
How can I bypass exporting a batch?
How can I confirm a batch has bypassed?
What can I do if my batch is not exporting?
I can’t batch $0 invoices, what can I do to batch these invoices?
When bulk emailing invoices, what does Include all attachments mean?
What should I do if the technician on the invoice is no longer working at my company?
When does customer balance update?
Why can’t I export a $0 invoice with no tasks on it?
Why can’t I see the revenue from my open job on the Dashboard?
Why can't I see my completed job’s revenue on the Dashboard?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.