I've had most of the issues reported here.....the answer is in the program, but some took me a while to work out. One that was driving me nuts was my P&L was showing dollars and cents in my jobs.....but only some of them. I had ticked (or unticked) the GST box to say I wasn't collecting GST (and all my jobs are in divisibles of $5....no cents).....but that wasn't enough. On the setup page there is a box saying how much GST to collect.....I made it 0% and all was good. Generally if it won't do something it's because something else needs to be done first. The double booking thing usually occurs if you specify a time for the booking then create a new booking of move one from another day, that has the same time, it will show up as a double booking. All you need to do in that case is change the booking time on the job booking page. It took me ages to work that out....I hit Crtl/Alt.Del and shut the program down with Task Manager a couple of times but now it's all good.
When I entered my previous data, I started at earliest date, made sure I filled in the date the job was actually done and the date the job was paid for. If you forget it will default to today's date which can cause some of the issues you're talking about. If a job is marked as complete and paid for it will balance out, if you're filling in old jobs and book it in (on the actual done date) and click paid without clicking job completed, it will show as a credit. Everytime you enter an old job, set the date, click Job Complete button and it will automatically ask if you received payment, if you click yes it will ask if that makes the job paid in full, if you click yes again it will take you to the payment page for that job to fill in the details. I always make a payment from the particular job page rather than using the Make a Payment button. When I get a Direct Deposit payment I go to the Client List/Client/Job History, find the job that has been paid for, click the Go To Job button beside the particular job, click the make a payment button (the Job Completed button should have been clicked when you actually did the job) and follow the prompts. I sit down for 10 minutes every night when I get home and fill in the jobs for that day ....mark them complete but not paid for invoice jobs and complete and paid for the cash jobs.....book the next job for that customer, then print out tomorrow's list and I'm done.
I know there are other ways to do these things....and probably quicker, but it's way that works for me and I'm comfortable with it. It took me a while to work out how to get from one part of the program to another but I found it worth it in the end. I love it and now I'm comfortable with it I couldn't go back to spreadsheets and diaries.
One thing I don't like is the inability to customise a particular invoice. I have a couple of insurance claimants and
I can't work out how to put the claim number in a prominent position
. For them I just print out the invoice then use my Excel invoice template to print a custom one. I would like (or be able to find it if you already can) to be able to edit individual invoices at the generation stage.
Tax time I just printed out the Receipts Summary, Expenses Detailed Report and took it to the accountant......he was very happy. The only thing I couldn't work out how to print was the Assets Register.....since I don't have many I just did it on a spreadsheet and printed that. I do have some questions for Selena at some stage though.
Sorry for the wall of text.
Deleting a customer is usually easy, if it won't delete then there is usually an error message saying why.