Method:Classic General Q&A

Re: issues with my invoicing and tax

Denice — Mon, 03 Dec 2012 18:40:50 GMT

Thank you!

Re: issues with my invoicing and tax

Method_Adam — Mon, 03 Dec 2012 18:16:34 GMT

Denice,

If this was a custom screen you were using, consulting will definitely be able to help you. I did also find an issue with the stock invoice screen for Scheduling and Invoicing and put a ticket in for that.

- Adam

Re: issues with my invoicing and tax

Denice — Mon, 03 Dec 2012 15:32:16 GMT

I just heard from consulting:

I have time today if you'd like to schedule a call? How about 2:00 PM Eastern (11:00 AM Pacific)? If you can confirm this or another time that would be great. We'll also take the first 5 mins of the call to discuss our dedicated consulting option which might work best for you.

Re: issues with my invoicing and tax

Denice — Mon, 03 Dec 2012 15:31:28 GMT

I think it is the web version and yes it is the difference thru scheduling & invoicing and the main version. I emailed consulting last week.

Re: issues with my invoicing and tax

Method_Adam — Mon, 03 Dec 2012 14:56:04 GMT

Hi Denice,

Can you tell me which version of the CRM you are using? The desktop or QBO version? Also, does this happen within the main CRM, or an add-on like Scheduling and Invoicing or Field Services?

- Adam

issues with my invoicing and tax

Denice — Fri, 30 Nov 2012 18:18:32 GMT

I am having some issues with my invoicing and tax:

1) The tax is not transferring from the work order to the invoice

2) There are 2 different invoice screens
a) One created from the work order

b) One created from the customer screen

3) Tax not transferring to Quickbooks