ContributionsMost RecentMost LikesSolutionsCreate a contact when matching from the bank transaction window When i am categorising or allocating a transaction from the bank transaction window why doesnt it allow me to create a new contact from? Do i have to leave this window to create one? Thanks Leanne Sales by Sales Rep Business Lite We have migrated to Business Lite and cant see how we can raise an invoice showing who the sales rep is? Am i missing this or is it now unavailable? If unavailable how do i keep track of sales by sales rep please? Re: Online Payments Ok so ive set up my file and customer for invoice reminders and invoice summary. The only issue i an having is how to select which reminder terms. There is no toggle or box to tick only a edit or delete button. What am i missing please? Many thanks Re: Online Payments Hi Chris i did a bit more research and found this. How do i set this statement up please? Re: Online Payments Thanks Chris so if i send my monthly statement listing overdue invoices they can pay from there? Leanne Online Payments I have online payments available on my invoices. A client has 6 outstanding invoices to be paid. Can this be paid in one bulk payment or do they have to pay each individual invoice? If it can be paid in bulk how de we do this please? Many thanks Leanne
