Hello All,I have searched the current community boards and have not been able to locate assistance in this specific topic and maybe I'm missing a setting in Titan. I wanted to check with the community.In the initial Customer set-up, the ST system all...
I have a customer who overpaid so I refunded the overpayment which showed up as a credit on their account.The amount has been refunded so why is the credit still on their account? Did I process it wrong? How can I remove it?
If client is paid $1000 then cancel the work but just want to keep $1000 as a credit. This invoice has been exported already to Quick Book. What is the best practice on this case? Thanks
Does anyone outsource their accounting/bookkeeping? If so, who do you use? Are they familiar with Service Titan/QuickBooks?
We're needing work arounds with the AP Compatibility with Service TitanI don't want my AP person having to enter data in twice and it looks like that may be an issue with exporting to QuickBooks Online
Is there a place to see a list of the mobile checks that captured and settlement? Some where similar to the STgateway for the credit cards? We have a debt on our bank account that we think is a returned mobile check capture but we cannot confirm it.
Trying to look for a report that will show payments from customers on invoices that were overdue in the categories mentioned in the subject line. Is there one that already exists or can someone give guidance on creating one? Thanks!
We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be emailed to them, as the only way of marking them as ha...
How can I run a report to see all failed payments?
Hi Friends! I'd love some votes on my new idea- https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5273 I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (need...
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