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BobKamman
BobKamman
Level 15
March 23, 2023
Question

HomeBass Mass Update for Client Payments

  • March 23, 2023
  • 1 reply
  • 10 views

The "client status" column shows a lot of clients as "billed."  Is there any way to mark them "paid," without opening and closing each one?

This topic has been closed for replies.

1 reply

Skylane
SkylaneIntuit Community Champion
Intuit Community Champion
March 24, 2023

No…i gave up on client status years ago… i keep a shared spreadsheet so staff can see client status and update as we go through the process 

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