Hi All,
Using CommitCRM 23.0.0.1 and Quickbooks Online, we are using the batch invoice to push invoices from CommitCRM to QB. Which generally working fine.
We are seeing an issue where the "Terms" are not being set on the invoice and as some clients are Direct Debit and others are Net15 this is confusing the clients.
I do not believe CommitCRM sends this information to QB, or at least cannot find anything that suggests this, have setup every client on QB to have Terms and Payment method.
This also does the same with a single create invoice.
I cannot find any way to batch update the invoices (we do batch to set the Direct Debit).
Any suggestions are appreciated.
Cheers
Mark
Using CommitCRM 23.0.0.1 and Quickbooks Online, we are using the batch invoice to push invoices from CommitCRM to QB. Which generally working fine.
We are seeing an issue where the "Terms" are not being set on the invoice and as some clients are Direct Debit and others are Net15 this is confusing the clients.
I do not believe CommitCRM sends this information to QB, or at least cannot find anything that suggests this, have setup every client on QB to have Terms and Payment method.
This also does the same with a single create invoice.
I cannot find any way to batch update the invoices (we do batch to set the Direct Debit).
Any suggestions are appreciated.
Cheers
Mark
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