Category: CCRQInvoice

CCRQInvoice Won’t Process Orders

| November 3, 2017

If you are using CCRQInvoice and you can’t get the program to process orders for you, here’s a checklist to go through to help resolve the problem. This assumes that you have connected the program to your QuickBooks company file and that you aren’t getting any error messages. If you are getting an error message […]

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CCRQInvoice and QuickBooks Permissions

| November 1, 2017

If you use user accounts in QuickBooks and limit user permissions (and you should!), you need to provide users of CCRQInvoice with a basic set of permissions. It can be a bit confusing, because of the odd way that Intuit has configured things in QuickBooks. Here’s the basic permissions that you need to be able […]

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Printing Forms with CCRQInvoice

| November 1, 2017

Here’s a quick video overview on how you can use CCRQInvoice to print invoices, sales orders and estimates Link: Print Forms with CCRQInvoice

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Error "Cannot update, can’t find the record"

| November 1, 2017

With CCRQInvoice you may see an error in the “processing results” window as follows: Cannot update, can’t find the record, possibly deleted by another user? (3120) There are two reasons why you would see this. First, the obvious. You “loaded” an invoice into CCRQInvoice, and then before you could click the “process” button, another user […]

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Adding Line Numbers to Order Forms

| November 1, 2017

In CCRQInvoice open the report designer. I’ve inserted a new column in the DetailInner section for the line counter, and in the GroupHeaderInvoiceTop section for the column heading. I’ve added a Cross-band box and adjusted the boxes as is appropriate. Click once on the new column that you have added and then click on the […]

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Alternating Color Bands for Forms

| November 1, 2017

One element that can make a printed invoice easier to read is to print every other detail line with a different background color or shade, so that it is easy to distinguish between the detail lines. This feature can be added very easily to CCRQInvoice form templates, as we will show you in this article. […]

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Adding Your Logo to CCRQInvoice Forms

| November 1, 2017

You can print your invoices, sales orders and estimates with CCRQInvoice . We provide a form editor that lets you design your own form. Here is a quick article on how to add your company logo to a custom invoice form. Select Forms from the main menu in CCRQInvoice, then Edit Order Forms. Highlight the […]

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Adding Custom Fields to Forms

| November 1, 2017

Here’s a video on how to work with QuickBooks custom fields when printing a form with CCRQInvoice. Link: CCRQInvoice Custom Fields

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Adding Contract Pages to Invoices

| November 1, 2017

QuickBooks has a page oriented form editor that you use to create your “templates” for invoices, sales orders and estimates. This approach places some limits on how you can design your form. This article talks about how you can use CCRQInvoice to add a contract page to the end of your order form. A page […]

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Why Are My Totals Wrong? Punctuation…

| November 1, 2017

If you are using one of the “total” features of CCRQInvoice, such as “total quantity” or “total weight”, you may find that the totals that are created may be incorrect. Why? Punctuation! In CCRQInvoice 3.3.1.1 and earlier, if you have an apostrophe (and possibly some other punctuation characters such as quotes) in the description or […]

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