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Overview On this page we show some of the most commonly asked questions, QuickBooks Online Errors, and information on how to fix the issue to Retry the sync of the invoice or payment. Because QBO is very protective over the date in their system ...
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Overview These are the most frequently asked questions about Invoices. 1. Why can’t I merge these two invoices? Yes, these invoices can be merged! You just have to move the payment over first. Merging invoices doesn't move payments, and it resu...
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Overview Many businesses have service agents who will potentially receive a tip from a customer. Make it easy for that customer to leave a tip via service minder payments when they are short on cash!
This article will review:
Manual...
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Overview On a Proposal/Project you have the ability to track your costs, and therefore your profit Margins, by recording your Materials, Labor, and Other expenses. It's critical for a business to measure its job profitability. Gross ...
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Overview
Ad Hoc Emails are designed to be used when you want to send an email to a contact and be able to have it automatically populate with information about them, or an appointment or a proposal. You can create as many as you like and t...
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Last Updated: 11/11/2024
in Contact Management Overview There are many possible reporting and tracking capabilities for the contacts within your service minder account. There are brand-level reports and there are organizational-level reports. For this article, we will focus on org-level report...
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Overview If you have a payment processor connected in your service minder account, you can take deposits on your proposals and appointments.
This article will review:
Settings and Navigation
Where Do Deposits Go?
Moving ...
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Last Updated: 11/08/2024
in Operations and Reports API
Overview In order for a brand to have custom reporting against your service minder data, the data needs to be pulled out of service minder and loaded into a different database. Depending on how "current" the brand wants data to be, there are a ...
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Last Updated: 11/08/2024
in Operations and Reports API
Overview The following psuedocode describes a typical approach for implementing paging with our download API. At a high level, this builds a list of downloads that are monitored until they complete. As each download completes, you will get the ma...
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Last Updated: 11/08/2024
in Operations and Reports API
Recurring Appointments When it comes to Recurring Appointments , this is an area where the data warehouse is a bit stronger. Due to recurring appointments functionality, the system is constantly making and deleting appointments, so they aren't...
