Posts

Invoice Layout Editing Suggestion

I just received a request from my accounting team to make physical adjustments to our invoice layout only to realize we are unable to do this. I found a suggestion from a year ago about this very topic and I realize it is listed as "Under Considerati...

Daniel_Rajotte by ServiceTitan Certified Administrator
  • 792 Views
  • 3 replies
  • 4 kudos

Remove signature lines from paid invoices

Remove signature lines from paid invoices. At this time it does not appear to be optional to remove this feature. If a customer wants a receipt and I enter the payment and print the invoice to show the payment has been applied and a $0 balance, it as...

Date on Credit Balance - used on future invoices

we have customers who occasionally overpay and are repeat customers so the payment is applied as an overpayment and then Service Titan creates a credit on the account. The problem I have is that when I try to use those overpayments, the "date" of the...

rosterfe by New Contributor
  • 481 Views
  • 1 replies
  • 1 kudos

Resolved! Exporting Error 3100 for Inventory Parts.

Hi! We ae new to exporting PO's and although we have not begun tracking our inventory, we are trying to set ourselves up for that. I am trying to export a few Vendor bills from ST and have received the error QB Error 3100 on some of the bills. I have...

ToniFranco by New Contributor II
  • 1510 Views
  • 5 replies
  • 0 kudos

Partially Exported Error Don't Understand

Hello, Our accounting team encountered this error which does not help me at all understand what the problem is. We noticed it because on the side it Partially Exported see error and that's what it shows. In the batched tab it shows many that have bee...

Screenshot 2023-05-05 134452.png
jaquelin by ServiceTitan Certified Administrator
  • 646 Views
  • 1 replies
  • 0 kudos

Resolved! Invoice Summary to Quickbooks

Is there any way to have the invoice summary sent over to QB with the invoice? Some of our technicians put a lot of detail and time into their summaries and it is all missing from Quickbooks because it is not a line item.

Megan by New Contributor
  • 784 Views
  • 1 replies
  • 0 kudos

Resolved! AR Management page unresponsive error

When I go to the AR Management section of the Accounting page to enter checks I get this Page Unresponsive error after every single check. Waiting just gives me the error again so I have to hit the Exit button each time I enter a check. This has been...

Accounting Page Unresponsive.png
HHertziger by New Contributor II
  • 876 Views
  • 2 replies
  • 0 kudos

Paid Meal Breaks

I think it would be super beneficial to have the option to easily make the built-in meal breaks either unpaid (which is the default currently) or paid (which doesn't seem to be an option right now without implementing some weird workaround), like we ...

cfogle by New Contributor
  • 704 Views
  • 3 replies
  • 1 kudos
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