Pending Invoices

[emedina]

Currently running 5.0 with the QuickBooks plugin module. When a billing cycle is up, I would like to be able to view all pending charges that have not been invoiced. Currently, when it is time to start the billing cycle, I select a customer while in accounts and do the following. Accounts> Quickbooks> Create Invoice. This initiates an invoice creation process that may be valid or invalid for the account that was selected. I am imediately placed in step 2 on this process. Is there a way to get to step 1 directly where by I can see what customer accounts need to be invoiced?

[Support Team]

When running the wizard via the account or ticket window, this creates the invoice for the selected account or ticket.

If you wish to run it from step 1 and see all the accounts who have charges waiting to be invoiced, use the File > New > QuickBooks Invoice option.

BTW, you can also run the wizard from step 1 by clicking the QuickBooks icon on the Home Page (in version 5.0).

I hope this helps.

Doron