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trocky
Level 1
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About trocky
  • Thanks anyway, I'll have to talk to an expert because I did what you said, nothing is showing in the Paid through dates and some of the invoices are paid in Dec...
    trocky
    1
    Updated Dec 18, 2023
  • The sales rep field does not show up in a CUSTOMER PAYMENT. If I go into formatting in the Customer Payment/Receive Payments, there's no field name REP. THAT's ...
    trocky
    3
    Updated Dec 18, 2023
  • Hello thanks for the information but I've ran that report as well. It's not giving me all the payments for an invoice no matter if its a payment, sales receipt ...
    trocky
    5
    Updated Dec 18, 2023
  • So the customer balance detail showed $0. So after looking at that in detail, we were able to figure out that a transaction was applied incorrectly. I had to ch...
    trocky
    1
    Updated Dec 15, 2023
  • Can you please clarify - will i be able to receive a payment if I do it this way or do I still need to add a line item as the retainer?
    trocky
    1
    Updated Mar 24, 2023
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