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by Bbowen1652
Sat Feb 09, 2019 5:31 pm
Forum: Help / How to use AllProWebTools
Topic: Create A Statement of All Unpaid Invoices for Customer
Replies: 2
Views: 385

Re: Create A Statement of All Unpaid Invoices for Customer

Thank you for the information. From this Sales Report filter I see that a client has more than one unpaid order. If a customer has more than one order or invoice that is unpaid, can you create a statement that shows them the date, order number, and amount that they owe, with a total of all the unpai...
by Bbowen1652
Sat Jan 19, 2019 10:30 am
Forum: Help / How to use AllProWebTools
Topic: Create A Statement of All Unpaid Invoices for Customer
Replies: 2
Views: 385

Create A Statement of All Unpaid Invoices for Customer

How do you create a statement for a client that shows a list of invoices that still need to be paid, with a total owed?
by Bbowen1652
Mon Sep 05, 2016 3:28 pm
Forum: Help / How to use AllProWebTools
Topic: More Info Buttons On Website
Replies: 1
Views: 1094

More Info Buttons On Website

On my website Peaceofmindacc.com I have 3 bottons for "More Info" in the Service, Training, and Clients boxes. When I click on "More Info" it does not go to the page on my website with more information. I messed around with trying different url to correct, but no success. Any sug...
by Bbowen1652
Mon Sep 05, 2016 12:59 pm
Forum: Help / How to use AllProWebTools
Topic: A/R Aging Report
Replies: 3
Views: 1445

Re: A/R Aging Report

Thank you Dave!
by Bbowen1652
Mon Sep 05, 2016 11:13 am
Forum: Help / How to use AllProWebTools
Topic: A/R Aging Report
Replies: 3
Views: 1445

A/R Aging Report

On my client. Reports > Accounting > A/R Aging

Instead of seeing a report, I see a demo example page. Can you make the A/R aging report viewable and downloadable?

Thank you, Brenda
by Bbowen1652
Mon Sep 05, 2016 11:09 am
Forum: Report a Bug
Topic: Connection Not Private Warning
Replies: 2
Views: 1261

Re: Connection Not Private Warning

Today everything is back to normal with no issues. Must have been a weird internet thing going on.
by Bbowen1652
Sat Sep 03, 2016 8:22 pm
Forum: Report a Bug
Topic: Connection Not Private Warning
Replies: 2
Views: 1261

Connection Not Private Warning

This evening when logging into my AllProWebTools I received this pop up. I was in Chrome but also got it in Internet Explorer. Your connection is not private. Attackers might be tyring to steal your information from c1652.allprowebtools-s1.com (for example passwords, messages, or credit cards) Had a...
by Bbowen1652
Tue Jun 28, 2016 3:24 pm
Forum: Help / How to use AllProWebTools
Topic: Adding Video To My Website
Replies: 1
Views: 1042

Adding Video To My Website

I tried uploading a video clip in a MP4 format 17.1MB Size, length 10 min, frame width 320, to insert into my video page of my website. It would not upload it to my images and files so that I could insert it. I compressed it for mobile use, thinking that the original file was too big. What video for...
by Bbowen1652
Mon Jun 20, 2016 4:44 pm
Forum: Help / How to use AllProWebTools
Topic: Blog Post Read More Goes To Home Page
Replies: 3
Views: 2305

Re: Blog Post Read More Goes To Home Page

Thank you for this info. I made the changes and now the blog is functioning well. Is there a training video to better understand how to use the URL and SEO things that you mentioned. If I take the time to blog, it would be great to finish it well with the right settings. If there is a video on that,...
by Bbowen1652
Mon Jun 20, 2016 4:18 pm
Forum: Suggestions / Feature Requests
Topic: Back date an Invoice - Changeable Date
Replies: 3
Views: 1972

Re: Back date an Invoice - Changeable Date

I would also like the back date feature when posting payments. Business owners may get paid, take the deposit to the bank, and at a later time go into Allpro to post the payment to the invoice. To be able to put the date paid would be helpful in matching it up to a bank deposit. ~ Brenda
by Bbowen1652
Mon Jun 20, 2016 4:13 pm
Forum: Suggestions / Feature Requests
Topic: Bill To and Ship To Can be Different
Replies: 2
Views: 2758

Re: Bill To and Ship To Can be Different

Great thank you - I will pass this on to my client :D ~ Brenda
by Bbowen1652
Tue Jun 14, 2016 8:50 pm
Forum: Suggestions / Feature Requests
Topic: Line Item edit on Invoicing during creation and after
Replies: 2
Views: 1452

Line Item edit on Invoicing during creation and after

When creating an invoice, need the ability to change or edit a line when necessary. Sometimes after the invoice has been created, the need arises to edit the invoice. Maybe add another line, or delete a line charge, or edit qty, or change a price. Clients who have moved to doing their AR in AllProWe...
by Bbowen1652
Tue Jun 14, 2016 8:43 pm
Forum: Suggestions / Feature Requests
Topic: Back date an Invoice - Changeable Date
Replies: 3
Views: 1972

Back date an Invoice - Changeable Date

For service type businesses or businesses that work on projects - they need the ability to back date an invoice or enter the invoice for the date of their choosing. Many times business owners are sitting down to catch up on invoicing, and it may be the next month, but the work was in the prior month...
by Bbowen1652
Tue Jun 14, 2016 8:35 pm
Forum: Suggestions / Feature Requests
Topic: Bill To and Ship To Can be Different
Replies: 2
Views: 2758

Bill To and Ship To Can be Different

The ability to have a different bill to and ship to on an invoice. ~ Brenda Bowen
by Bbowen1652
Wed Jun 08, 2016 4:54 pm
Forum: Help / How to use AllProWebTools
Topic: Blog Post Read More Goes To Home Page
Replies: 3
Views: 2305

Blog Post Read More Goes To Home Page

This is not happening to all my blog posts, but just noticed the issue on a blog post called "Photo Contest For Bristol Bay Borough". When I click on Read More, it takes you back to the home page instead of letting you see the rest of the blog. How can I correct this? Brenda Bowen Peace of...
by Bbowen1652
Wed Jun 08, 2016 4:48 pm
Forum: Suggestions / Feature Requests
Topic: Change Order of Tags on Contact Management Page
Replies: 1
Views: 1561

Change Order of Tags on Contact Management Page

I would like to see the feature added where I can change the order that the tags are viewed in the CRM on the client's Contact Management page.

~ Brenda Bowen
by Bbowen1652
Thu Apr 28, 2016 5:06 pm
Forum: Help / How to use AllProWebTools
Topic: Change Order of Tags on Contact Management Page
Replies: 1
Views: 1265

Change Order of Tags on Contact Management Page

On the right side of the Contact Management Page of our client, we have set tags. How do I delete a tag that is not needed anymore? How do I change the order that they are displayed? Thanks ~ Brenda Bowen
by Bbowen1652
Wed Nov 25, 2015 12:40 pm
Forum: Help / How to use AllProWebTools
Topic: Adding a Pay Link Web Address to Invoices
Replies: 1
Views: 2442

Adding a Pay Link Web Address to Invoices

Hello - I use Inuit Payments to have my clients pay my invoices online as an echeck (only a .50 charge per transaction :) ). I create an invoice with all the detail in AllProWebTools and then have to create a general invoice in Quickbooks that contains the payment link. Can I add a payment link to m...
by Bbowen1652
Fri Nov 14, 2014 1:07 pm
Forum: Suggestions / Feature Requests
Topic: Calendar
Replies: 1
Views: 2033

Calendar

Would love a calendar icon on the left side of the page. I would like to have a business calendar like google calendar that we could color code and block out times for appointments, tasks, clients, etc. This way all employees could share the same calendar and it would be within AllProWebTools. Able ...
by Bbowen1652
Fri Aug 22, 2014 4:16 pm
Forum: Suggestions / Feature Requests
Topic: Status
Replies: 2
Views: 2944

Status

Under Client Contact, Account Insight - is a place for status. When you click on it there are no options and a red X. I would like to put if this contact is a Client or a Lead, that probably would match the tag. What I set that as, I would like to see in front of the contact in the long list. When I...
by Bbowen1652
Fri Aug 22, 2014 4:08 pm
Forum: Suggestions / Feature Requests
Topic: 3 Phone number spaces
Replies: 3
Views: 21052

3 Phone number spaces

In contact of Client - would like a choice of three phone numbers and a choice of home, work, cell. Right now there is only one.
by Bbowen1652
Fri Aug 22, 2014 3:50 pm
Forum: Report a Bug
Topic: Attachments to Tasks
Replies: 2
Views: 3900

Attachments to Tasks

I did an attachment of a word doc to a task. I assigned it to Alexis. She said when she clicked on it, it would not open up and gave her an error message.
by Bbowen1652
Thu Aug 14, 2014 4:38 pm
Forum: Suggestions / Feature Requests
Topic: Passwords need Notes or Client Tab
Replies: 1
Views: 2544

Passwords need Notes or Client Tab

On the Password section - I need an area where I can put a note or add a client to that login into. I have many clients with the same bank, credit card etc. and need to be able to label each login with the client so I know what goes with which one.
by Bbowen1652
Thu Aug 14, 2014 4:35 pm
Forum: Suggestions / Feature Requests
Topic: Time will go past 4 hours
Replies: 1
Views: 2439

Time will go past 4 hours

We noticed when clocking out that it would not let you clock out over 4 hours. Us girls often work longer then 4 hours on a job. I called in - was told needed to clock out at 4 hours and then clock back in for the rest. Would love if I didn't have to do that. I understand lots of business owners wou...
by Bbowen1652
Thu Jul 31, 2014 1:31 pm
Forum: Suggestions / Feature Requests
Topic: Tags Show In Front of Contact
Replies: 1
Views: 2206

Tags Show In Front of Contact

On Contact list - right now all have "Lead" in front of it. I would like these to show what I have marked as the tag on the client contact page. Example: I would like to see quickly if someone on my list is a lead or a Client.

Thanks, Brenda Bowen
by Bbowen1652
Thu Jul 17, 2014 5:51 pm
Forum: Suggestions / Feature Requests
Topic: Timecard exact time
Replies: 1
Views: 2525

Timecard exact time

It would be great if the timecard system let me put in minutes or hours as a number instead of start and stop time. Both features would be nice to have.

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