Silviya Grigorova

If an invoice needs to display a different name instead of the customer’s actual name from the file, this can be adjusted through the billing address settings.How it worksThe invoice pulls the name...

Reports can be generated by reporting group through Report Central using the Labor Equipment report under the Employee category. Both summary and detailed reporting options are available, depending...

The Fuel Surcharge is configured in the Pricing section rather than as a standard line item on the invoice. There are two common ways to review Fuel Surcharge amounts:Run a report that includes the...

Email lists in RapidWorks are created from the Create Email section. These lists can be used for employees, customers, vendors, or other contacts, making it easy to send emails to a group without s...

OverviewIn Rapid ERP, each job’s invoicing behavior is determined by a combination of its pricing scheme and its pricing sheet. In some cases, customers may notice that a surcharge is appearing as ...

After creating a job, it’s important to confirm that it is booked correctly. You can do this directly from the Dispatch Grid. Step 1: Check the Dispatch GridOnce the job is created, it should appea...

You can automatically send a copy of every emailed invoice to an internal email address by configuring default CC or BCC recipients. Once set up, these email addresses will receive a copy of each i...

There is no fixed maximum size limit for attachments when sending invoices. However, if the total size of the attached files exceeds what the system can support for direct email delivery, the invo...

To manage equipment records in Rapid ERP, users can either permanently delete equipment or mark equipment as inactive, depending on the equipment’s job history.⚠️ Important Permission RequirementTo...

Use this workflow to generate a Rapid ERP report by Reporting Group. You can run the report in either a summary format or a detailed format, depending on the level of detail you need. StepsIn Rapid...