add job address to to attach to payment in Customer screen
On the customer display screen previously we had the address displayed with the payment. Since March 14, 2024 this no longer exists. Can this be added back?
Debbie
shared this idea
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QFC Fitzwalter commented
I work with clients on a prepayment basis, and when address info gets messy, it turns into a circus — payment comes in, but there's no clue where it’s from. Especially chaotic when a client has multiple locations but a single accounting contact. Had a case where two people paid the same amount on the same day, but no address came through. Ended up sorting it out through calls and back-and-forth emails because the system showed nothing. Switched to https://solidgate.com/dispute-representment/ where you can tag the transaction with the exact job site — that saved me more than once during disputes.
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Debbie
commented
This was not meantr for mobile. This was meant for Quickbooks Online.