Sales & Customers

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I can see the green rectangle around my receipt on the screen, but when I click on Take photo, the photp has the same size as the green rectangle, but the contents are considerably shifted, so only a small portion of the receipt is visible.

On the main Customer tab, where it lists the Customer/Company info like the billing address, shipping address, phone numbers, etc.... there are several dropdowns for choosing the type of contact information. Is there a way to edit these dropdowns so we can make them more specific for us? Example, I'd like to have one email field says "PM email", another say "A/P email". I just don't want to have to remember that we always put the PM email in the "main email" and A/P email in the "cc email". With several people inputting and editing this info if one person doesn't remember what goes where, things get mixed up, so more specific names would be very helpful to us.  Thanks!

Invoice 1 is for 30,000. due on completion.  I had to subcontract for some of the items in Invoice 1. The subcontractor needed immediate payment. Do I need to show the relationship between Invoice 1 and the subcontractor that I paid?

I am having difficulty adding my credit card. How do I go about it?

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Can I bold text on an imported invoice template?

I'm at year end, instead of printing my invoice I would like to save this in an eletronic file that I can share with my accounting people

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This started about a week ago.

I have a contract that needed 10 % hold backthe asset account "Holdback" has the the amount in it. Now i want to Invoice the contractor for this abount.

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 additional columns with headings

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Hello I am making the. Templete for my invoice and after I click save the customization is not being applied to the invoice, the logo is not showing or not changing the colours. Any support will be appreciated 

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 We need to be able to generate a quick link to invoices and share that link through text message so clients can pay while we are chatting with them through text message. How can we do this? I feel this should be one of the main uses of the app, but it's not there yet.I know we can generate this payment link in the print dialogue on the desktop version but that is mostly useless while on mobile.

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