Accounting

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Customer Tips

Occassionally a customer will tip our technicians, usually with cash but sometimes on their check. How do I record this accurately? E.G. A customer wrote a check for $225, their invoice total was $200 and they tipped the tech $25.Do I need to add a l...

brooke_t by ServiceTitan Certified Administrator
  • 1650 Views
  • 2 replies
  • 0 kudos

Intacct Reconciliation

We are spending a lot of time and doing manual work each month end to reconcile Intacct to ServiceTitan that involves exporting reports from both systems, recreating item IDs, pivot tables, index/vlookup in excel. Mainly: ST Aggregate Inventory repor...

zelbur by New Contributor II
  • 1468 Views
  • 3 replies
  • 1 kudos

can we get a credit card swiper to be used on a computer

Wondering if there is a way to get a credit card scanner hooked up to our main computer in our store to be used in service titan to collect payment for a over the counter sale in a invoice? Instead of manual entering a credit card each time on a invo...

sally by New Contributor
  • 1202 Views
  • 2 replies
  • 4 kudos

QuickBooks Desktop Classes

We have an issue where anytime hours are tied into customer jobs it does not classify in QuickBooks Desktop. All other hours for office employees, idle time auto classify. The only thing not classifying is tech hours on a job.Any help or insight is a...

Customer Statement - Outstanding Balances??

Does anyone have a better solution to printing and emailing customer statements, so there is a total outstanding amount clearly called out on the statement?The current PDF groups balances not yet due along with balances that are up to 30 days past du...

jpovey by New Contributor III
  • 1943 Views
  • 2 replies
  • 3 kudos

Customer Stement

Is there a way to edit the columns on a customer statement?

acaroluzzi by ServiceTitan Certified Administrator
  • 2604 Views
  • 5 replies
  • 1 kudos

Moving Payments

Is there no easy way to move payments from one account to another?

SheriKro by New Contributor III
  • 2432 Views
  • 4 replies
  • 1 kudos
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