Lisa Ward (Customer) asked a question.
Why can I not do billing/invoicing with separate entries for each client?
I have posted this before and it is not fixed yet. I need to be able to undo once client's bill, without undoing 200 clients' trust transfers. I need to have the trust transfer that occurs (transferring to operating) be separate for each client. Any way to make this happen?
Hello Lisa,
To reverse a bill with payments made on it already, these payments need to be reversed first. If you would like assistance with this, please open a case by emailing us at support@leap.us or you can start a chat from our Help Center.
Kind regards,
Misty Petty