Resolved! Exported Payment
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
Posts
Does anyone Outsource Bookkeeping to a company familiar with ST & QB?
Does anyone outsource their accounting/bookkeeping? If so, who do you use? Are they familiar with Service Titan/QuickBooks?
Has anyone switch from QuickBooks desktop to online?
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
Mobile Check Capture Report
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.
Report showing funds collected from customers in each category (Past 30, Past 60, Past 90, Past 120)
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!
Resolved! Best ways to manage paper invoice mailings
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...
Resolved! Reports
How can I run a report to see all failed payments?
New Idea- invoice review status ON batch screen.
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...
Payment Alerts
Why is there an Alert for "Payment Applied" for credit cards, but Not one for "Payment FAILED"???!!!It would be a HUGE help to be able to have an email Alert setup for when payments Failed. Even better is if had it also text an Alert to the tech to l...
Option to print invoice showing Bundle Name and all Tasks in that Bundle
Currently, when an invoice containing bundled items is printed, the bundle name is not displayed and the items in the bundle are individual line items. The items should remain in the bundle and the bundle name should be shown on the printed invoice.
