Auto batching

chrisvalverde
New Contributor

Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations? 

2 REPLIES 2

Martinlogan9
Contributor II

I agree with @RandiThompson. You could also turn off auto-batching. We did this and it was a game changer, and I felt more organized doing it myself. 

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

What do you mean by "locking", as long as the invoice isn't exported you should be able to make adjustments while its just batched. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating