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issues with my invoicing and tax

Last post 12-03-2012 12:40 PM by Denice. 5 replies.
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  • 11-30-2012 12:18 PM

    issues with my invoicing and tax

    Reply Contact

    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

  • 12-03-2012 8:56 AM In reply to

    Re: issues with my invoicing and tax

    Reply Contact

    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

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me

  • 12-03-2012 9:31 AM In reply to

    Re: issues with my invoicing and tax

    Reply Contact

    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.

  • 12-03-2012 9:32 AM In reply to

    Re: issues with my invoicing and tax

    Reply Contact

    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.

  • 12-03-2012 12:16 PM In reply to

    Re: issues with my invoicing and tax

    Answer
    Reply Contact

    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

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me

  • 12-03-2012 12:40 PM In reply to

    Re: issues with my invoicing and tax

    Reply Contact

    Thank you!
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