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Customer payment not aligning with Quickbooks customer file

So when we loaded the first go at our customer list into ST we had some issues. So the QB file was cleaned up and when we went live the old QB file was loaded into ST. Now I have credits on payments under customer files because it did not have an inv...

Teresa by New Contributor
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  • 2 replies
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Start Job Date in the Invoice

Hello, I would like to add on the right side of my invoice where I can see for default the Invoice # Invoice Date Terms Completed Date Customer PO and Due Date, I want to add the start date of the Job.

Issue with Automated Refund Workflow

We have known about the automated refund workflow for a long time now but continue to not use it because our customers want to see for tracking purposes, ease of understanding, and tax purposes the total amount they paid for work out the door on a si...

josh_moo by New Contributor
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  • 5 replies
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Resolved! Tax Zone

Is it possible to add the tax zone to the new customer page?

aecox by New Contributor
  • 830 Views
  • 1 replies
  • 1 kudos

Loyalty Credits

In our Total Home Care Membership we offer $50 in loyalty dollar credits for each consecutive year they are a member that can be applied to any mechanical replacement. Unfortunately, I discovered we haven't been tracking this and I'd like to go in an...

Paid Invoices vs Credited Invoices

On the customer account page, whenever an invoice is credited in full, it shows as "Paid" rather than "Credited". When we write off an account and send it to collections, it does not show that we "Credited" that invoice, it shows it as "Paid". It mak...

Pd vs Credit.jpg
dwhite45 by Valued Contributor
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  • 1 replies
  • 2 kudos

Old Invoice

Hello, I have a very old invoices from 2015,2016,2017 that I want to make an adjustment invoice for them to adjust the balance on qbs as well ( as it shows by - ) how can I get them to do that, I already did to the new ones ? thanks in advance

Salwa by New Contributor
  • 493 Views
  • 1 replies
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Urgent Need: Invoice Item Deletion Feature

Hello, we're urgently in need of a way to prevent certain techs of our choosing from deleting items added to invoices. I appreciate that we can prevent them from changing prices on estimates, but that doesn't go far enough. We have at least one tech ...

MesaCSR by New Contributor
  • 639 Views
  • 1 replies
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Payables

Is there a way in Payables to make only partial payments? I have not turned on payables in our live account, only tested in Next but I don't see a way to make them partial. We have vendors that we have 30/60/90 terms or sometimes have special terms. ...

MirandaMel by ServiceTitan Certified Administrator
  • 456 Views
  • 1 replies
  • 0 kudos

Make Visa Debit a payment option

Hello! Here in Canada, we have so many customers who wish to pay with a Visa/Debit card however, these payments are not accepted through ST so they cannot pay their bill online or by phone with this type of card. Please consider adding Visa Debit car...

KhianaKlatt by Valued Contributor II
  • 496 Views
  • 1 replies
  • 0 kudos
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