Jim Hammel

You can allow or disallow duplicate invoices by going to Company / My Company / Advanced Defaults and selecting your preferred option.

Sometimes it is necessary to remove the Fuel Surcharge for only one Invoice, the easiest way to accomplish this is by the following steps.1. Find the invoice you wish to remove the Surcharge from, ...

If you need to bill and invoice for tax only, follow these steps:1. Add a job to the books if you want it to reference the job.2. Go to the invoice information tab for the job.3. Add one line item ...

From Accounting / Billing Open up the invoice you want to work with by double clicking it. Enter in all field ticket information including; travel and job hours, truck mileage, pump hours, oil, fue...

From Accounting / Billing From the right hand side of the screen under Filtering Options. Change the invoice processed status to “Not Processed” Then click on the blue “Go” button from the t...

From Accounting / BillingFrom the Filtering Options on the Right hand side of the screen and enter the invoice number and click on search.  In order to use this function you will need to know the e...

From Accounting / BillingOpen up the invoice you want to work with by double clicking it.Enter in all field ticket information including; travel and job hours, truck mileage, pump hours, oil, fuel ...

Navigate to Accounting /  ReceivablesChange the date range to cover the time period to show the older payment.Open the payment with a balance on it as shown below.Select the "Open Balance Invoices"...

To see the payment history on an invoice.Open up the invoice, select Payment History from the middle row of tabs.Every payment or credit to the invoice will be listed along with the date made.

From Accounting /  Receivables choose "Payment" then "Add Payment" from the top left hand side of the screen.Select the customer the payment is from.Select the payment method:  Check, Credit Card, ...