DSM Feature Requests

Expiration date near the Reseller Permit Account #/Taxable or Non-taxable info in Customer Information, Possible notification when going to make an order & selecting the tax code saying when their Resellers is expired.

Most of our customers use the P. O. # as a primary source to identify the job and request that before they can talk about open invoices. When I send them a statement of their account they are not able to proceed without it. If that field cannot be transferred to the financial account details list then if there were a blank column which could be used can also be helpful but not preferred because that would need to be manually entered. I think most companies use a P. O. # and this would help your other customers.

Is it possible to get the date from the job tickets added to the Description of work on the Invoices we send to the customers

Is it possible to have invoices sent to more than one email under a customer's account when they are created without manually remembering to add a second person

Edit invoices mainly tax codes & to add line items particularly processing fees- we spend a lot of time going back into quickbooks and DSM because people send us resellers permits way later or we need to add a processing fee for qb and dsm to match up / sync payments correctly

Please Add Search by email in customer look up.

Set our system's invoicing date to service/job date or add a service date as well so when we bulk generate invoices the terms start from the service date and it shows on the invoice

It appears that to add a Billing Note (bottom of Billing Screen), you must go to the order and enter in confidential notes. Can access be open to enter a Billing Note from the main billing screen?