One-click invoicing So you want to create an invoice with blazing speed? One-click invoicing is finally here! No longer do you have to create a ticket and estimate before getting to the invoice. Simply click the “Add Invoice” button from the invoices page. One-click estimates Same goes for estimates. You can now create a new [...]
Recording a refund in Mhelpdesk isn’t obvious, but it can be done. Below are the steps on how to issue a refund. 1. Create Refund item Go to Settings > Drop-down lists > Products & Services Create an item called “Refund” and set type to “Discount”. Leave the amount to 0. It should look like [...]
Another minor release for our awesome customers! This time we pushed out some new features that you guys wanted to make life easier. Status Changes + Send Customer Message Combined When you update the status of a ticket, you will also be prompted to add a note to the customer. This is optional so leave [...]
The Problem The most common problem people have when integrating a Service Request Form or Mhelpdesk into their own website is that the content can be cut off. The Fix Adjust the height attribute in the snipped of code we provide to you. By default, it is set to 500px. You can enter a number [...]
So last week we rolled out a pretty major release. Thanks everyone for helping us get the kinks worked out. This week, we managed to get some minor upgrades added for you guys. New Transaction columns We added the estimate amount, invoice amount, and the invoice balance to the ticket list. You’ll need to enable [...]
These special tags are CASE-SENSITIVE and are used to create your printed tickets, work-orders, estimates & invoices. Company Info These settings can be found under Settings > My Company Info Company Name (prints logo if uploaded) _MyCompanyName_ Company Address _MyCompanyAddress_ Company Website _MyCompanyWebsite_ Company Phone 1 _MyCompanyPhone_ Company Fax _MyCompanyFax_ Reply-To Email _MyCompanyEmail_ Customer Tags [...]
