Invoice Types?

sjaeger
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We have a couple of different invoice types, but I am wondering why.  What are the best practices and why?  The only thing I could find was the ability to run an AR report based on invoice type.  Is there a way to create an Invoice type default?

2 REPLIES 2

sjaeger
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Really just any invoice type.

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LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @sjaeger!

Are you referring to membership invoices vs job invoices?