KB: Completed Tickets and QuickBooks Invoicing - Revision history

Dina at 08:47, 8 July 2020

2020-07-08T08:47:54Z

← Older revision		Revision as of 08:47, 8 July 2020
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	You don’t necessarily need to wait for invoicing to mark the ticket as complete, since the ticket status represents the work done/pending on the ticket. You can mark the ticket as Completed right after entering the Charges, this would save you the trouble of manually going in to the ticket just to mark it completed.		You don’t necessarily need to wait for invoicing to mark the ticket as complete, since the ticket status represents the work done/pending on the ticket. You can mark the ticket as Completed right after entering the Charges, this would save you the trouble of manually going in to the ticket just to mark it completed.

	You can then activate the invoice creation wizard main window from File > New > QuickBooks Invoice, and choose to create invoices for tickets. This will display only tickets which have charges waiting to be invoiced. The Charges will wait in the queue that you see in the invoice creation wizard in ~~CommitCRM~~ regardless of the ticket status, until you create the invoices. Once you invoice a charge, it will automatically be marked as "Billed" and the ticket will be removed from the invoice creation wizard screen. <br><br>This will help you make sure you do not forget to charge for any of the tickets, since only tickets with charges waiting to be invoiced, will appear in the wizard.		You can then activate the invoice creation wizard main window from File > New > QuickBooks Invoice, and choose to create invoices for tickets. This will display only tickets which have charges waiting to be invoiced. The Charges will wait in the queue that you see in the invoice creation wizard in RangerMSP regardless of the ticket status, until you create the invoices. Once you invoice a charge, it will automatically be marked as "Billed" and the ticket will be removed from the invoice creation wizard screen. <br><br>This will help you make sure you do not forget to charge for any of the tickets, since only tickets with charges waiting to be invoiced, will appear in the wizard.
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Sheli: /* Problem */

2009-11-23T16:26:07Z

Problem

← Older revision		Revision as of 16:26, 23 November 2009
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	=Problem=		=Problem=
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	Is there a way to mark a ticket as “Completed” automatically whenever you invoice the ticket into Quickbooks?		Is there a way to mark a ticket as “Completed” automatically whenever you invoice the ticket into Quickbooks?
	<br><br>We would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket.		<br><br>We would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket.

Sheli: /* Description */

2009-11-23T16:25:54Z

Description

← Older revision		Revision as of 16:25, 23 November 2009
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	=~~Description~~=		=Problem=
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	~~''-Quoted- ''~~		Is there a way to mark a ticket as “Completed” automatically whenever you invoice the ticket into Quickbooks?
	~~<br>~~		<br><br>We would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket.
	~~<br>~~
	~~I am trying to figure out~~ a way to ~~have Commit automatically switch the “Status” of~~ a ticket ~~from “New”, “Scheduled” or similar to~~ “Completed” whenever you invoice the ticket into Quickbooks~~. Is this possible~~? We ~~process a lot of tickets on a daily, weekly and monthly basis and~~ would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket. ~~Any help or direction would be greatly appreciated. <br>~~
	~~<br>~~
	~~<br>~~
	~~''-End Quotation-''~~
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	=Resolution=		=Resolution=
	Invoicing the '''Charges''' is handled separately from the ticket status, and there doesn't have to be a link between the two.		Invoicing the '''Charges''' is handled separately from the ticket status, and there doesn't have to be a link between the two.

Sheli: /* Resolution */

2009-11-23T16:23:46Z

Resolution

← Older revision		Revision as of 16:23, 23 November 2009
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	=Resolution=		=Resolution=
	~~Marking a ticket as completed automatically when invoicing~~ the ~~ticket is an interesting idea, however, I~~'~~m not sure it is the best way to go about this. Basically, invoicing the charges~~ is handled separately from the ticket status, and there doesn't have to be a link between the two.		Invoicing the '''Charges''' is handled separately from the ticket status, and there doesn't have to be a link between the two.

	You don’t necessarily need to wait for invoicing to mark the ticket as complete, since the ticket status represents the work done/pending on the ticket. You can mark the ticket as ~~complete~~ right after entering the ~~charges~~, this would save you the trouble of manually going in to the ticket just to mark it ~~complete~~.		You don’t necessarily need to wait for invoicing to mark the ticket as complete, since the ticket status represents the work done/pending on the ticket. You can mark the ticket as Completed right after entering the Charges, this would save you the trouble of manually going in to the ticket just to mark it completed.

	You can then activate the invoice creation wizard main window from File > New > QuickBooks Invoice, and choose to create invoices for tickets. This will display only tickets which have charges waiting to be invoiced. The ~~charges~~ will wait in the queue that you see in the invoice creation wizard in CommitCRM regardless of the ticket status, until you create the invoices. Once you invoice a charge, it will automatically be marked as "~~billed~~" and the ticket will be removed from the invoice creation wizard screen. This will help you make sure you do not forget to charge for any of the tickets, since only tickets with charges waiting to be invoiced, will appear in the wizard.		You can then activate the invoice creation wizard main window from File > New > QuickBooks Invoice, and choose to create invoices for tickets. This will display only tickets which have charges waiting to be invoiced. The Charges will wait in the queue that you see in the invoice creation wizard in CommitCRM regardless of the ticket status, until you create the invoices. Once you invoice a charge, it will automatically be marked as "Billed" and the ticket will be removed from the invoice creation wizard screen. <br><br>This will help you make sure you do not forget to charge for any of the tickets, since only tickets with charges waiting to be invoiced, will appear in the wizard.
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Reno at 15:53, 29 September 2009

2009-09-29T15:53:16Z

← Older revision		Revision as of 15:53, 29 September 2009
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	For more information, [[QuickBooks_Link_Invoice_Creation_Options\|please click here]].		'''For more information, [[QuickBooks_Link_Invoice_Creation_Options\|please click here]].'''

	[[Category:KB\|Quickbooks]]		[[Category:KB\|Quickbooks]]

Reno at 15:52, 29 September 2009

2009-09-29T15:52:43Z

← Older revision		Revision as of 15:52, 29 September 2009
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	-Quoted- <br>		=Description=
			<br>
			<br>
			''-Quoted- ''
			<br>
			<br>
	I am trying to figure out a way to have Commit automatically switch the “Status” of a ticket from “New”, “Scheduled” or similar to “Completed” whenever you invoice the ticket into Quickbooks. Is this possible? We process a lot of tickets on a daily, weekly and monthly basis and would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket. Any help or direction would be greatly appreciated. <br>		I am trying to figure out a way to have Commit automatically switch the “Status” of a ticket from “New”, “Scheduled” or similar to “Completed” whenever you invoice the ticket into Quickbooks. Is this possible? We process a lot of tickets on a daily, weekly and monthly basis and would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket. Any help or direction would be greatly appreciated. <br>
	~~-End Quotation-~~
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	~~----~~
	<br>		<br>
			''-End Quotation-''
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			<br>
			=Resolution=
	Marking a ticket as completed automatically when invoicing the ticket is an interesting idea, however, I'm not sure it is the best way to go about this. Basically, invoicing the charges is handled separately from the ticket status, and there doesn't have to be a link between the two.		Marking a ticket as completed automatically when invoicing the ticket is an interesting idea, however, I'm not sure it is the best way to go about this. Basically, invoicing the charges is handled separately from the ticket status, and there doesn't have to be a link between the two.

Reno at 19:55, 7 September 2009

2009-09-07T19:55:17Z

← Older revision		Revision as of 19:55, 7 September 2009
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	You can then activate the invoice creation wizard main window from File > New > QuickBooks Invoice, and choose to create invoices for tickets. This will display only tickets which have charges waiting to be invoiced. The charges will wait in the queue that you see in the invoice creation wizard in CommitCRM regardless of the ticket status, until you create the invoices. Once you invoice a charge, it will automatically be marked as "billed" and the ticket will be removed from the invoice creation wizard screen. This will help you make sure you do not forget to charge for any of the tickets, since only tickets with charges waiting to be invoiced, will appear in the wizard.		You can then activate the invoice creation wizard main window from File > New > QuickBooks Invoice, and choose to create invoices for tickets. This will display only tickets which have charges waiting to be invoiced. The charges will wait in the queue that you see in the invoice creation wizard in CommitCRM regardless of the ticket status, until you create the invoices. Once you invoice a charge, it will automatically be marked as "billed" and the ticket will be removed from the invoice creation wizard screen. This will help you make sure you do not forget to charge for any of the tickets, since only tickets with charges waiting to be invoiced, will appear in the wizard.
			<br>
			<br>
			For more information, [[QuickBooks_Link_Invoice_Creation_Options\|please click here]].

	[[Category:KB\|Quickbooks]]		[[Category:KB\|Quickbooks]]

Reno at 19:52, 7 September 2009

2009-09-07T19:52:11Z

← Older revision		Revision as of 19:52, 7 September 2009
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	~~We've had a very interesting support question regarding how to go about automatically marking a ticket complete after the charges invoice has been issued.~~
	~~<br>~~
	~~----~~
	~~<br>~~
	-Quoted- <br>		-Quoted- <br>
	I am trying to figure out a way to have Commit automatically switch the “Status” of a ticket from “New”, “Scheduled” or similar to “Completed” whenever you invoice the ticket into Quickbooks. Is this possible? We process a lot of tickets on a daily, weekly and monthly basis and would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket. Any help or direction would be greatly appreciated. <br>		I am trying to figure out a way to have Commit automatically switch the “Status” of a ticket from “New”, “Scheduled” or similar to “Completed” whenever you invoice the ticket into Quickbooks. Is this possible? We process a lot of tickets on a daily, weekly and monthly basis and would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket. Any help or direction would be greatly appreciated. <br>

Reno: Created page with 'We've had a very interesting support question regarding how to go about automatically marking a ticket complete after the charges invoice has been issued.
----
-Quoted-…'

2009-09-07T19:48:28Z

Created page with 'We've had a very interesting support question regarding how to go about automatically marking a ticket complete after the charges invoice has been issued. ---- -Quoted-…'

New page

We've had a very interesting support question regarding how to go about automatically marking a ticket complete after the charges invoice has been issued.
 
----
 
-Quoted- 
I am trying to figure out a way to have Commit automatically switch the “Status” of a ticket from “New”, “Scheduled” or similar to “Completed” whenever you invoice the ticket into Quickbooks. Is this possible? We process a lot of tickets on a daily, weekly and monthly basis and would like to save the trouble of going back into an already invoiced ticket just to change its status to “Completed” since it is already a given that it is completed or else you wouldn’t have invoiced the ticket. Any help or direction would be greatly appreciated. 
-End Quotation-
 
----
 
Marking a ticket as completed automatically when invoicing the ticket is an interesting idea, however, I'm not sure it is the best way to go about this. Basically, invoicing the charges is handled separately from the ticket status, and there doesn't have to be a link between the two.

You don’t necessarily need to wait for invoicing to mark the ticket as complete, since the ticket status represents the work done/pending on the ticket. You can mark the ticket as complete right after entering the charges, this would save you the trouble of manually going in to the ticket just to mark it complete.

You can then activate the invoice creation wizard main window from File > New > QuickBooks Invoice, and choose to create invoices for tickets. This will display only tickets which have charges waiting to be invoiced. The charges will wait in the queue that you see in the invoice creation wizard in CommitCRM regardless of the ticket status, until you create the invoices. Once you invoice a charge, it will automatically be marked as "billed" and the ticket will be removed from the invoice creation wizard screen. This will help you make sure you do not forget to charge for any of the tickets, since only tickets with charges waiting to be invoiced, will appear in the wizard.

[[Category:KB|Quickbooks]]