Hello Users,
Previously it was reported that there was a bug in Miva Synchro v1.62 that
prevented the Company Name from a Customer to be added to the QuickBooks
Invoices/Sales Receipts when an order from Miva Merchant is downloaded. I
have since found that to not be the case. There are some additional steps
that must be done in Miva Synchro to get this information downloaded to the
Invoices/Sales Receipts. Detailed instructions are included below...
Summary:
In previous versions, the Company Name was downloaded automatically into the
QuickBooks Invoices/Sales Receipts. In the event that a Customer did not
specify a Company Name at the time of checkout, a blank line was entered
onto the Invoice/Sales Receipt in place where the Company Name would have
appeared. We had received feedback from Miva Synchro users that this was
undesirable. In subsequent releases of Miva Synchro, we added the ability
for Users to configure what information gets added to the Invoices/Sales
Receipts. The Company Name does not get downloaded by default any longer.
However, it can still be done by editing some of the Fields in Miva Synchro.
Change customer's shipping street address display from Shipping Address Line
2 to Shipping Address Line 3
1. In Miva Synchro Properties, click on the Fields button.
2. In the drop-down above, select Orders.
3. In the first section that lists the current field mappings, select
"Shipping: Address" under the Miva Merchant column.
4. Below, in the edit section, change the QuickBooks option from "Shipping
Address: Line 2" to "Shipping Address: Line 3".
5. Click on Update.
Change customer's billing street address display from Billing Address Line 2
to Billing Address Line 3
1. In the first section that lists the current field mappings, select
"Billing: Address" under the Miva Merchant column.
2. Below, in the edit section, change the QuickBooks option from "Billing
Address: Line 2" to "Billing Address: Line 3".
3. Click on Update.
Add a New field mapping for customer's shipping company name as Shipping
Address Line 2
1. In the edit section, choose "Shipping: Company Name" under Miva Merchant.
2. Under QuickBooks, choose "Shipping Address: Line 2".
3. Make sure "Direction" and "When" are selected as Both.
4. Click on Add.
Add a New field mapping for customer's billing company name as Billing
Address Line 2
1. In the edit section, choose "Billing: Company Name" under Miva Merchant.
2. Under QuickBooks, choose "Billing Address: Line 2".
3. Make sure "Direction" and "When" are selected as Both.
4. Click on Add.
The next time you synchronize, new orders that have information for the
Company Name will display this on the QuickBooks Invoice/Sales Receipt. Keep
in mind that, if an order comes through with no Company Name, the field will
be empty and the Invoice/Sales Receipt will show an empty line.
Thanks.
Jimmy
Miva Corporation
A FindWhat Company
NASDAQ: FWHT
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