1. Community
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3. QuickBooks Online

I stubbled upon this question. I use QBO and the 'Product Name' shows up as 'Thryv Sales: Product Name' it's when you modify the Thryv 'Description' field, it will dump in the QBO under Sales > Pro...

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• AG$
• August 19, 2024 04:46
• 1 vote

1. Community
2. Integrations
3. Issue Date vs Invoice & Due Date

yes yes, thanks. I'll adjust the 'Aging' date for the team. Thanks a bunch!!!

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• AG$
• August 17, 2024 22:00
• 1 vote

1. Community
2. Integrations
3. Issue Date vs Invoice & Due Date

1. Invoice Date - the billing occurrence. Example Description: September Rent would be dated 09.01.24, but i created it 08.17.24 today 2. Issue date - would be if i 'Approved' or 'Sent' to the clie...

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• AG$
• August 17, 2024 21:22
• 0 votes

1. Community
2. CRM & Pipelines
3. changing client billing info after approval

Hi team... are you saying i have the option to change the client on any drafts? Or is that only estimate drafts?    Thanks AG

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• AG$
• July 16, 2024 23:33
• 0 votes

1. Community
2. CRM & Pipelines
3. How to Do you Search Invoice Numbers

Hi Steffie... Do you know when this 'Search by Invoice' update will roll out? The last update was only by customer name. thx

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• AG$
• April 08, 2024 04:19
• 0 votes

1. Community
2. CRM & Pipelines
3. Email in the Conversation - Attachment

I deal with predominantly large insurance companies and HOPED this would be an option. When i was testing you software in January it wasn't an option, unfortunately. We'll just have to use the old ...

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• AG$
• March 28, 2024 18:28
• 0 votes

1. Community
2. CRM & Pipelines
3. Conversation - Sharing Document Subject Line Option

Hey Steffie! NO it didn't help me...I am unable to send a traditional email, in this case my invoices, no where in your software to a client, where I'm able to EDIT the subject line and add an atta...

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• AG$
• March 28, 2024 17:49
• 0 votes

1. Community
2. CRM & Pipelines
3. Email in the Conversation - Attachment

Thanks, this doesn't help me, I need to attach a file to this email. 

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• AG$
• March 28, 2024 17:40
• 0 votes

1. Community
2. CRM & Pipelines
3. Typing Date

Why when the invoices Sync to Quickbooks it keeps making new 'product' codes with random ID numbers after every invoices is received?  I am not using different products in Thryv when i create my in...

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• AG$
• March 21, 2024 18:45
• 0 votes

1. Community
2. CRM & Pipelines
3. How to Do you Search Invoice Numbers

I do not have that option  

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• AG$
• March 21, 2024 18:17
• 0 votes