If the main PTI screen displays as the screen shot below:
As the message states - there are no service workorders that meet the four setting requirements to be able to have PTI ready them for invoicing into PeachTree.
If you do have service workorders that you know are ready for invoicing but the above message displays when you start PTI - close out of PTI and check that the service workorders do meet the four requirements - then run PTI again:
1. The Service Completed field is check-marked
2. The Closed field is not check-marked
3. The Invoice #: field is empty
4. The Workorder Status is set to that selected in Preferences for Billable Workorder Status <screen shot above and below may not reflect what you have actually selected in your preferences>
NOTE:
PTI only obtains PeachTree and AyaNova information when PTI first loads - so if you enter new information into either PeachTree or AyaNova with PTI running - PTI will not be aware of it.
You will need to close PTI and restart it, or if the new information was entered in Peachtree, you can select the Refresh Peachtree connection menu option.
