Exported Membership Invoices Wont' Sync

jhipke20
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is an issue for us.  Specifically on membership invoices that were created using the renew button.  If the customer decides they don't want to move forward OR if we need to make a change ST won't let us sync the exported invoice with Quick Books.  The only work around is to create an adjustment invoice.  This is unnecessary busy work especially if a customer is backing out of the membership, we'd like to be able to sync the zero dollar invoice to QB'ssync screenshot.png

1 REPLY 1

DianaK
Contributor

The invoice above does not have any line items and no financial impact so it can't export to QBD. In order to export it needs at least one line item even if the $ amount is $0.