Coleen Dornfeld
My feedback
3 results found
-
1 vote
An error occurred while saving the comment -
1 vote
An error occurred while saving the comment Prior to update I could select "review and print" invoices. This allowed me to review and make changes to invoice email, then click print (review invoice), then click send invoice. This allowed me to edit email, and view/print the invoice before clicking send, all in one place.
-
1 vote
An error occurred while saving the comment Before recent update I was able to close Estimates once the job had been completed and billed. I no longer have that option. We have a different s/w where we create invoices and they are transmitted to QB so I can't use the "convert to invoice" feature. Because the "close" option is gone I can no longer audit active estimates in our system.
I spoke with support on this and they were unable to assist. We cc all of our invoices to a company email box along with the customer. Previously, the system was able to determine if the email should go to our co1 email address or our co2 email address The system default now seems to be that everything is cc'd to co1.