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Created On: 03/02/2023
in Onboarding Items Attachments are any document or images that you would like to associate with a given entity or transaction . On the details page of most records types, you will see a tab for Attachments. An attachment could a file or a web resource (...
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Symptoms While attemting to credit a payment you get an error message. The referenced transaction does not meet the criteria for issuing a credit. Cause The original payment has not yet cleared. Solution Void the original payment and cre...
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Created On: 01/04/2023
in Onboarding Setup An Order Time Sandbox Account is a secondary instance of your file that is used for testing purposes.
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Created On: 01/04/2023
in Onboarding Setup Order Time Inventory is a highly customizable system that can be tailored to meet the unique needs of our customers. Whether you need custom templates and forms, custom automation rules, or custom integrations, our team is here to help you achieve your goals.
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Created On: 12/27/2022
in Sales Order Time allows you to set up Alerts which can be used to automically email a customer an email template, PDF template and/or CSV template.
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Created On: 12/21/2022
in Reports Adding images for your Items to reports in Order Time.
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Overview When a B2B Contact checks out on the B2B Portal and they cannot see the list of Company/Customer addresses to select one as the shipping address. Cause It is important to remember in Order Time a Contact and a Customer are two diffe...
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Wix Discover the platform that gives you the freedom to create, design, manage and develop your web presence exactly the way you want. You can connect your Wix to Order Time either from the Wix Apps Marketplace or within Order Time. Connecting f...
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QuickBooks Desktop / Enterprise has released a new update that conflicts with many apps and breaks their connections. See more about the issue within this article.
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Created On: 11/25/2022
in Onboarding Setup Overview When working with data in Excel in order to create a file that can be imported into Order Time you must save the document as a CSV file. Microsoft has several types of CSV file formats to select from when saving the document. Saving as C...