We are thrilled to announce the launch of our new batching procedure, designed to streamline and enhance your accounting experience. Our new batching procedure will launch on Wednesday, January 17th, giving you a week to share this information with anyone who touches your accounting process.
We will be ending Credit Memos in Sera and begin creating Invoice Updates to be included in your batch. Users will also be able to void invoices and edit invoices without editing the quote.
For a more in-depth explanation, please see the video guide that goes into further detail of the process.
To address any questions you may have, we have compiled a list of Frequently Asked Questions (FAQs). You can find answers by visiting our FAQ page or reading the FAQs below.
- Batching to Quickbooks Online
- Batching to Quickbooks Desktop
- Voiding an Invoice
- Should I edit or void an invoice?
- How do I edit the total on an invoice?
- What happens to my Credit Memos that are already in QB?
- Why can't I void an invoice?
We are confident that our new batching procedure will significantly improve your workflow and overall experience.