FAQ General
Frequently asked questions
- Where can I find training and support?
- Where can I find my company ID?
- Why are my invoices showing in the wrong Income Account in Quickbooks Online?
- How can I change/update products used on Invoices?
- I changed something, and all my prices are $0.00...... HELP!
- What are the QuickBooks icons next to some Customers, Invoices and Tasks?
- Sera Academy
- Sera Help Center
- Sera Support Team
- Where do I find my previously batched information?
- Unexpected Error in Sera
- Why are my discounts not batching over to QuickBooks?
- How do I save a payment method on file for a customer?
- How do I add a service category?
- How Do I Add a PO Box in Sera?
- What happens to my Credit Memos that are already in QB?
- How do I fix jobless invoices?
- Why can't I void an invoice?
- Should I edit or void an invoice?
- How to Remove Items from the Lead Type Category on the Opportunity Report
- How do I adjust the margin on certain tasks in bulk?
- Sera is not reflecting Membership Pricing - What's going on?
- How do I schedule two technicians for the same job?
- Why are my nonmembers being charged member pricing?
- How do I add a clickable link to the bottom of my emails?
- How can I accept non-integrated payments?
- I am not seeing the most current financing offers from Service Finance - what do I do?
- My quote is not showing financing options - help!
- Help! I need to undo a batch!
- Why am I getting Unexpected errors loading my Task Picker?