Accounting - FAQLast updated on 03/02/2023
How do I get to the Accounting screen?
What is batching and posting?
How do I navigate between unbatched and batched invoices?
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.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.