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Resolved! Technician Invoicing

Why don't I see the Technicians invoice he sent out to the customer under the accounting tab under the "batched/unbatched invoices" and how do I fix this

ap by New Contributor II
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Resolved! Old Invoices

When I go into ACCOUNTING then INVOICES on the left I am finding a boat load of old invoices dating back to 2000! How can I clear this out and clean it up without making a mess of QBO?

TheresaK1 by New Contributor
  • 1076 Views
  • 3 replies
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Financing Dealer fees

Hello,What is the general concensus for handling financing dealer fees? We are thinking about adding 1 or 2% to all pricing to cover those that finance. We would limit our options for what financing we would provide and try to cap the dealer fee arou...

HBromberg by ServiceTitan Certified Administrator
  • 527 Views
  • 1 replies
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Accounting Tab--Vendor Bill batches

I would love it if Service Titan could add the total up at the top after all vendor invoices and returns have been entered. Similar to payments and customer invoices where it has the total at the top in the gray squares. It would be helpful to know t...

mbaugh76 by New Contributor
  • 510 Views
  • 1 replies
  • 0 kudos

Spiff for who sold the job, not based on splits

We are currently having a dilemma with how we are paying out our spiffs. With our current setup, the spiff is applied to the job and it is split up between the technicians doing the work, based on their percentage. Is there a way to remove the spiff ...

Nelson_Gothard by ServiceTitan Certified Administrator
  • 957 Views
  • 4 replies
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Job Summary

How do I get the Job Summary to automatically appear on the invoice?

Invoice Hub Review - Hold Status

What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?

Tonia0079 by ServiceTitan Certified Administrator
  • 576 Views
  • 2 replies
  • 0 kudos
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