Method Community

Good morning,

I am having trouble with the following:

(1) Method not generating Invoice #s:
Since September 30th I have been updating Work Orders > Invoice Type from "To be invoiced" to "Invoiced." I invoiced the selected Work order, invoice was created, and with that Invoice # was generated. However, any invoices created since October 1st do not have Inovice # assisgned. I remember in September there was a few minute delay to get an Inovice #. However, any invoices genearted since Oct 1st still don't have Invoice # generated. Full Synch with QB was performed on Nov 15th and Changes-Only Synch took place this mnorning, just a few minutes ago. Yet I still don't have Invoice #s. Am I doing something wrong at my end?

(2) Invoicing - Payments Applied:
I am in Field Service Operations, looking at several Invoices (both with Invoice # and without it). The $ total is available/visible, and the "Payments Applied" is $0.00; I want to ensure it's updated as Payment applied in full (whatever the $ amt). I was suggested to go to CRM > Customer tab > Receive Payment tab > New/Edit Customer Payment > type a customer name under "Received From" > select the appropriate invoice/ Depost to funds = Undeposited Funds, Payment Menthod = whatever applicalbe (even tho I don't see PayPal, which we currently use on our busienss web site ordering > Select the invoices you wish to pay... (check off one) > Click Pay Selected Invoices ==> nothing happens. In order to proceed with the payment, do I need Invoice#? If so, as indicated above, I am not getting Invoice #s... Is there a specific tutorial that may help answer my questions?

Thank you so much, Ivana

Hi Ivana

1) Method not showing invoice numbers

There are a couple of things that might be happening here. Can you please follow the two steps below and let me know if either of these solves your problem?

- Go to the Quickbooks tab and check there are no conflicts under 'Resolve Conflicts'. If your invoices are here have a look at the conflict and process accordingly

- Under the Field Service Center tab can you please go to 'Post to QB' and see if there are any non-posted invoices present in the grid. If there are any Invoices here please review them and if you are comfortable with them put a check next to them and click the 'Approve selected invoices' button

2) Can you please clarify what you mean by 'updated as payment applied in full (whatever the $ amt)'? Do you mean if a partial payment of say $20 was made on a $100 invoice that the invoice would be considered paid in full?

If you wish to make a partial payment you can follow the steps you mention above. When you check the invoice you wish to make a payment to and click 'Pay Selected Invoices' you should see the grid in step 3 become populated. You can then adjust the value in the 'Amount' Column and click the 'Update' link below the grid. Once you've done that you can click the 'Save & New' button. This will apply the partial payment to the invoice.

This article and this video from our Help Center relate to receiving payments. They should be able to help you out.

To add a new payment method you will need to do this in Quickbooks. The Payment Methods list can be accessed under Lists > Customer & Vendor Profile Lists in QB Desktop and Tools > All Lists in QBO.

I have tested applying a payment to an invoice without an Invoice No. and it should appear in your conflicts queue until the original invoice has been synced with Quickbooks. When this has been done you will just need to find the conflict and click 'Retry Sync to QB'. It should go through ok this time.

Let me know how you get on.

Jeff