Jennifer Collins

(sorry just now seeing this post)
Yes, that email is what prompts me to manually create an invoice for the first consult package sale in MDS. There is now a report for packages but the sale doesn’t show in the project history of invoices. I like to see when the consult date was and how long to the design service sale and to the product sales, etc and all the $$$ 🙂

• This reply was modified 3 years ago by Jennifer Collins.

I use MDS to create the invoice and then mark it as paid so I can push to QBO. That push creates both an invoice and a payment to “Undeposited” in QBO. I open the invoice in QBO and delete that payment. I email the invoice to my client from QBO as I have it set up to only accept transfers, no cc’s. I also unmark the invoice as paid in MDS so I don’t order goods until I confirm the deposit is in the bank.
We need both tools to know what’s what where 🙂