I have my software auto-download and notify me of updates. I verified that I have the most up to date version. When I generate a sale, I use charge to account. I have an account for each of my customers in QBPOS and a matching customer in QB. When I do an end of day, those sales to the accounts are transferred via the financial exchange function of QB. During that process an invoice is generated for each sale to the customer account that made that order. At the end of the month, I send a statement to those customers with open invoices. Issue one is that there is no way for a customer to pay online from a statement. It seems a little ridiculous that this issue hasn't been resolved. My customers sometimes may have dozens of invoices. Some write checks and mail them in but many want to pay online now. The only way that I have found to accommodate these customers is to send them an invoice for each via email with the ability to pay online activated. They still must go in and pay each individual invoice, which still seems super antiquated for a software that's been around as long as QB. But if when the transfer from QBPOS was made to QB the invoices were generated with the email later checked, I could use send forms, and combine invoices by company and reduce the amount of emails sent out. It doesn't work because when the transfer is made, even though all the settings are correct, the invoices created during that process do not have the email later box checked. I have to manually go into every open invoice individually and check that box . 100s of them every month to be able to send them out via email.
