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I am using Pro Services, and the sales order related to my budget/contract has NOT been deleted, but it is marked as fully invoiced, and it appears that the four hours that I am billing was not added to the quantity on the sales order, because the sales order has the quantity billed on the first invoice. This is the second invoice for this ...
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KatesRealFood-
Its actually not possible to edit/add values for LeadStatus, this is mainly due to the fact that we automatically update LeadStatus when converting a lead to a customer.
-Michael
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m.mehr,
This is most likely related to linking a sales order line to an invoice. Did you happen to create an invoice for a sales order that was deleted?
-Michael
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Hello,
We are trying to edit the options for LeadStatus and are unable to locate the spot to do so. Please advise.
Thanks.
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Below is the beginning of a conflict error that I received after syncing. Using ProSvcs Invoicing, did not realize that QB was not running when invoice created. Please advise.
QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The "LinkToTxn" field has an invalid value ...
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s.white,
What type of field is it in QuickBooks? Have you tried a full sync? Do you have any other custom fields from QB? Do they sync?
-Michael
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No it is not syncing in either direction. If I go to Customize >> Tables/Fields >> Customer Table >> Edit Fields, the field type is listed as Text, and Field Size is 31.
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Ok, thanks. I found some rules that Method has apparently created for Estimates. These rules appear to allow items in groups to "not print" (as well as the amounts). They look similar but not exact in terms of the conditional statemements but there are probably many ways to write those to accomplish the same ...
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s.white,
If you enter a value into that field in Method is it getting synced over to QB? What kind of custom field is it(What is set for What kind of data)?
-Michael
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Gary,
I am going to have to look into this for Sales Orders the field isn't there and it doesn't look like it can be linked. I will get back to you on this.
-Michael
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