Recent Posts by Marty

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Aug 1, 2008
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Topic: Liquid Templates / "This invoice has not been marked paid yet."

Thank you. I will make note of that limitation.

Marty

 
Aug 1, 2008
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Topic: Liquid Templates / "This invoice has not been marked paid yet."

Just noticed this header on my Invoices, yet there is nothing in the Invoice template to display it. And it did not appear on the Invoices last month (I have a client that I have to print & fax them the invoice).

So how do I remove it? Sorry, not a fan of this heading.

Marty

 
May 1, 2008
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Topic: Feature Requests / Payment Details/Notes

I was actually looking at the Account Ledger Overview, which lists Invoices and Payments. I use the Invoice name/number to identify specific types of Invoices (support contract versus actual work). If the Payment name/number was customizable, I could quickly identify which Payments were for Contract Invoices versus Work Invoices.

 
May 1, 2008
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Topic: Troubleshooting & Bug Reports / Invoice Preview Payment #

Very nice. Thank you.

 
Apr 30, 2008
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Topic: Troubleshooting & Bug Reports / Invoice Preview Payment #

When looking at an Invoice’s Print or Client Preview that includes a Payment, the Payment number is not the Payment number that has been recorded. For example, the Invoice shows Payment “PMT-16” recorded for an Invoice, yet the Preview shows “PMT-4970”. Not sure where that number is coming from.

 
Apr 30, 2008
Avatar Marty 7 post(s)

Topic: Feature Requests / Payment Details/Notes

Any chance at (a) changing the display names of payments from PMT-### to something more descriptive? While the notes are great, they are not displayed in any of the listings. Each payment has to be checked for what the note may be.

 
Apr 10, 2008
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Topic: Troubleshooting & Bug Reports / Notes in Payments

Adding a note to an existing Payment, Cashboard responds that the changes have been saved. However, returning to the Payment does not display the note. The note field is blank.

Not sure if it is saved and just not displayed, or not saved at all.

Thank you.

Marty