Dan Bailey

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5 results found

  1. Edit recurring tickets

    11 votes
    1 comment  ·  General  ·  Admin →
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    Dan Bailey supported this idea  · 

  2. Automatic Customer Type Discounts - "Membership" Perks

    228 votes
    31 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer

    Dan Bailey supported this idea  · 

  3. Courtesy email sent X days before recurring invoice runs

    1 vote
    0 comments  ·  General  ·  Admin →
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    Dan Bailey shared this idea  · 

  4. POS Refund Improvement

    9 votes
    2 comments  ·  General  ·  Admin →
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    An error occurred while saving the comment
    Dan Bailey commented  · 

    I agree that this is a problem. When I've processed a refund in the past, it then creates a store credit. In my present case, I want to sell a lower-priced item in place of the refunded item. Currently, I end up with a store credit, which is not how we treat our customers - we want to give them all the money they have coming back to them when it is owed.

    How can we do that?

    Currently, we just write a note on the existing invoice, physically hand them a check, and then account for it in Quickbooks, where we can do this.

    It would be fantastic if there was a way - or it was more clear how to do it, if it's possible now.

    Dan Bailey supported this idea  · 

  5. Add a "Jump" button to the button bar

    3 votes
    1 comment  ·  General  ·  Admin →
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    Dan Bailey shared this idea  · 

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