Terrin Kalian
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How to record partial invoice payments
If a client doesn't pay the full outstanding amount of an invoice, you can record a partial payment. To do this, first start the normal process of recording an invoice payment. Only when you're ent...
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How to enable AIA invoicing in Knowify
If you want to use Knowify's AIA invoicing features, you must enable this in your Admin Section. You can do this by clicking the button in the top right corner of Knowify and clicking on Admin Sect...
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How to pull data from QuickBooks
Data will automatically pull from QuickBooks to Knowify once a day, but if you need to manually trigger it, you can do so with the Sync Now button in the bottom right corner of Knowify:
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How to edit a service ticket [Legacy]
To edit a service ticket, first locate the ticket in your Service Map screen and click the ticket on the lefthand side. This will bring up the details in the map: Clicking More Actions in the map ...
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How to close an invoice without recording a payment
To close an invoice with an outstanding balance, first open up the details page of the invoice. Click the dropdown menu in the top right corner of the invoice. Click on Close.
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Job Purchases Report
The Job Purchases Report shows a list of all budgeted vs. ordered vs. received materials on different jobs over a time period. It includes the following columns on each tab: Phase Item Budget Pric...
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Pulling a transaction from QuickBooks into Knowify
If there is a specific transaction in QuickBooks that you would like to pull into Knowify, you can do this by going into QuickBooks and locating the transaction: Click on the bill, and copy the UR...
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How to add a comment to a job
To add a comment to a job, open up the job and go to the Logs tab: Then click + add comment: This will prompt for a comment, and a relevant phase of the job: Once complete, clicking Add will inc...
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How to view costs on a service job [Legacy]
To view all costs associated with a service ticket, go to the Service History section of your Service Jobs module to find the ticket in mention, then click the arrow on the lefthand side of the scr...
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Invoice and PO numbering
By default your first PO and invoice in Knowify will be #1, however you can enter in the last invoice and/or PO number that you’ve used so that Knowify sequentially increments from this number. In ...