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Yes! Business Center does this by using Statuses for the client (remember that client could be Job, Property, Account, Pet, depending on your setup). Here is an example of a status on the client ca...
THOMAS in addition to the workaround posted (which would mark all invoices paid and link them by using the check number in the reference number) it sounds like what your client is really looking fo...
THOMAS thanks for your question! To help clarify, have these invoices already been created with a future date? Or are they hypothetical invoices that might be created in the future?
Great question Kathy! Currently there isn't a way to notify when a client has viewed an invoice. This is a feedback request we've received before and we do have an open request for it in our feedba...
I would recommend setting up one or more views for this in the new client screen. Provided that you are using custom statuses for each stage in the lead pipeline, click on columns and drag Status ...
Thanks for your post Lynn! So what should be happening here when you click on View History is a list of the appointments and dates that have already been credited to this package. It should look so...
Hello Jason! I'm happy to report that our team has pushed a fix for the iPad issue. You should no longer encounter this error. If you do, please leave a comment here!
Also Bobby in regards to the email notification, this was last sent as an inbox notification on April 25, which should also trigger an email to your staff account as well. I think what may be confu...
Hey there Bobby, thanks for your post! Quick question, are you clicking this button here to reschedule the post? This button edits the entire schedule, not just the individual post.I think what ...
Todd, I understand our support team was able to get ahold of you and provide some preliminary troubleshooting steps. Did this resolve the issue for you or are you still having trouble?
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