Why can't I add multiple contacts under companies and use their information? Why when I do add another contact does it reverts?
Hi Paul,
This is a feature we will be adding this summer.
Expect it to be available by the end of July or middle of August.
So, this really doesn't emulate the QuickBooks mobile functionality at all, correct? Meaning, when I create an invoice, I cannot choose a different template. It also doesn't synchronize my existing open invoices or estimates.
There is also no place to cancel my account or speak to a live human being (Whenever I call, there is just an answering machine or phone system error) ???????????
How do you get your business profile on the actual invoice to show your phone number and e-mail?
You really need to either put spacing, bolding or better yet make red the due on section.
“Customers all to often say they did not noticeit” due on receipt. Help
Hi Brad,
Here's a link to and article that shows how to display your phone number and email on the invoices:
https://invoiceasap.zendesk.com/hc/en-us/articles/212763423-What-to-Show-on-Document-
An invoice that is past due will automatically display in red.
The due date (and therefore the past-due date) is based on the invoice date.
If you want the Due on Receipt to display in red, you could date the invoice one day earlier.
A better suggestion is to add a default comment or terms and conditions for all of your invoices that clearly display your invoices are due on receipt.
You could add something like this as a default comment or terms & conditions:
Thank you for your business!
Please note that all invoices are Due on Receipt.
You can remit your payment either by entering your credit card information or by submitting a check to <your address>.
This article shows how to update your terms & conditions:
https://invoiceasap.zendesk.com/hc/en-us/articles/215265343-How-to-Update-Terms-Conditions
This article shows how to add default comments:
https://invoiceasap.zendesk.com/hc/en-us/articles/210861906-How-to-Add-Default-Comments
5 Comments