To get a report of your Customers that are written off with a balance remaining, go to the Reports Tab.Click “Written Off Customers“Change the Date Range to the dates you want on your report. By default it will show current year to date. Once the report generates, you can export an…
To get a report of your customer sources go to the Reports Tab.Click “Customer Source“Select the Date Range you would like to be on the report. This will show the customers added during the date range chosen. By default it will show Current Year to Date.Select the Customers you would…
To get a report on your payments based on the payment types used, go to the Reports Tab.Click “Payments by Payment Type“Select the date range you want on the report.Select which Payment Method you would like to show on the report. By default it will show all payment types. Once…
Learn How to Write Off an Invoice
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LawnPro is available in all countries. Some features, however, may not be available everywhere. CURRENT AVAILABILITY: Unlimited Texting At this time, SMS is available in the U.S. and Australia. Send by Regular Mail Using stamps to have us mail invoices by USPS is only available in the U.S. To learn…
To duplicate an invoice, go to the Finance Tab>Invoices. Find the invoice you would like to duplicate by searching for the customer or invoice number and click the magnifying glass to view it. Once you are viewing the invoice, you will see buttons across the top. Click the “Duplicate This…
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