Accounting

Posts

Resolved! Arrival Windows

Hello,Does anyone know why our arrival window for our jobs is set for the right time on our computers and tablets and the dispatch notification chat that is sent to our customers is always an hour later. For instance, a job arrival window is set on o...

Managing a Customer's Billing History

I'm struggling with situations where I need to research AR activity on a customer account. For example, I may have a job that involved multiple adjustment invoices in addition to the original invoice as well a multiple payments.How can I look at a jo...

Mr_Tim by New Contributor
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Empty Invoices

Not sure if this is where this question should be...So sorry in advance if this is the wrong place. I have technicians who aren't putting tasks in their invoices. What will this do in the long run? So, I have invoices that are for warranty calls whic...

Natalie07 by New Contributor
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  • 5 replies
  • 2 kudos

Customer Credit Balance

My CSR took a check/ACH payment on an invoice that had already been paid. Now my customer is showing a credit that does not really exist. It was batched over to QuickBooks before I caught it and now I can't get rid of the credit in Service Titan. Any...

hwilson_ by New Contributor II
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  • 3 replies
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Evalon Payment Processing in Canada (British Columbia).

Hi all,Is there anyone else using the Evalon payment processing option (and billing all jobs through Evalon)? Switching merchant services can be a cumbersome and expensive process. Prior to switching from Global Payments so we can use onsite payments...

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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  • 2 replies
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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
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  • 3 replies
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