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Can a synced billing card be edited in Uptick?
Can a synced billing card be edited in Uptick?
If the billing card is synced to the Accounting partner, it cannot be edited in Uptick, so updates must be made in the accounting system and will sync back to Uptick.
Why is a billing card not appearing?
Why is a billing card not appearing?
There are several possible reasons:
The billing card is inactive. The list filters by active status by default, so change the Active filter to No
The billing card was recently created in the accounting partner, thus not created via the overnight sync yet.
Xero-specific limitation. Xero only sends contacts via API if at least one invoice exists against them. Create a $0 invoice in Xero for the contact, then re-run the sync.
Can’t the accounting organisation be changed on a billing card?
Can’t the accounting organisation be changed on a billing card?
To ensure data integrity, changing the accounting organisation on a billing card is not permitted if the billing card has existing synced invoices or credit notes. it is recommended to create a new billing card for a different accounting partner.
Why is the invoice due date showing one day later than expected with ‘days after end of month’ terms?
Why is the invoice due date showing one day later than expected with ‘days after end of month’ terms?
With this setting, the due date is calculated by counting from the 1st of the next month, not the last day of the current month. For example, an invoice dated 2 August with 30 days after end of month terms will be due on 1 October.
How to facilitate cash (COD) payments?
How to facilitate cash (COD) payments?
To handle cash payments, create a dedicated billing card (e.g. named Cash) and assign it to client, property, contract or task.