CFSI

Hi,

 

If you don't receive any helpful user responses, you can log a ticket with Express Accounts technical support.

 

DJ

Hey DJ

Good idea thanks

Hey All

So I bought the software last year and found it great until the computer I had it loaded on decided to break. I reloaded the backup files onto a new computer and the problem is they dont seem to want to run with the updated version of Express Accounts ... wont record payments and keeps asking me to run invoices and statements my head is done in here can someone try and kepp me please!!

Have you filled in the address field for your customers?

Hi Guys,

Is there anyway I can set a paticular statement to run as recurring for a very fussy client?

Any suggestions would be great!

Thanks Guys

Hi Derek,

Not sure if this is the correct answer but here goes anyway

When I am looking for mine I look in the open invoice list! As I said this might not be the correct answer you are looking for, apologies if I have informed you incorrectly.

Sorry to have to ask this but .... when i save my invoices as recurring they wont send then it says 0 invoices generated ... can some please tell how to set this up? thanks

Here you go Sue

 

When you create an invoice and are about to click record, click the arrow next to it, then select 'save as recurring'.

Hey Mick,

Thanks very much I knew it was simple

i think there is a box which can be ticked as the customer e-mail address? if so make sure this box is unchecked i had the same problem and this is what i was told ... hope this helps

sorry for the late reply ( been sick with swine flu ) ...

at the bottom of the home page there is a tab marked " ITEMS " click on the add new items and add the items in that field.

I have recently bought Express Accounts after using the free version ... but I cannot figure out how to make my invoices recurring!! I know its probably a very simple task but I just dont seem to be able to figure it out ... can someone please tell me?

Thanks in advance

Sue

Thanks Tim for letting me know but I got my developer to sort it for me

I have the same problem .... I had the free version and I was able to add items, but i have bought the software and now it seems I am unable to add to the fields...can someone please tell me how to do this? I am getting very frustrated with it!!!

Thanks

Sue