Most lilkely what happens is the payment code that is used for the one you are asking about that are posted as deposit. Have someone go into the payment types and make sure they are the same. I set up one as DEBIT so i can track my cc expense. but if you go to options and put a payment in there it w...

tim,
We are on the new 6.4e and it is still not showing the customers name. And we are still having the same problems. I can reproduce this so if someone wants to get in and watch this is an options, if it will help. Hope you had a good road trip.
NIna

Tim this is the problem we discussed at the meeting.

Nina

Thanks Tim for the help this morning. I seem to have a problem once in a while of converting an estimate to an order. This seems to happen when a customers asks for an quote and then wants to schedule an appt as a current customer. When I try to add the name on the quote, it will still show up in th...

how Do you get to Report Pro?