The "Save & Batch" button!!!
Is anyone else super excited that the "Save & Batch" button is back on the 'Edit Payment' page??!!I'm so Happy! Finally, Thank you!!
Posts
Communicating with customers time saving idea
In order to be able to see which phone number was contacted, you have to first go to calls, then you have to click the call. It would be a timesaver if another column was added to the details & showed the #.
Invoice email according to Payment terms
Hey everyone, I am new to Service Titan, and there is so much to learn I thought I would ask here before looking too far. Is there a way to have an Email Template for each Payment type, or is it only 1 generic email template for all invoices. Thank y...
Auto-batching & $0
How does ST manage auto-batching 0$ invoices? Will I just get an error message? Will they be put into their own batch?
Auto batching Timing
Is there a way that the Auto Batching can be timed so that it coincides with the settlement reports for STPayments and Translink? Currently it does not and for creating deposits in Intacct using Home Services and the Batch exports, they do no match u...
Resolved! QBO connecting invoice & payment
We have a common service we provide that costs $299. If we are exporting all of those payments & invoices to QBO, how does the system know which ones apply accordingly? Am I doing something wrong?In my mind, there would be some level of unique identi...
Collecting deposit from the office
How are people currently collecting deposits from the office, if they are building & selling estimates from the office?
Resolved! Invoice Adjustment and Commission
We had a $0 invoice at the time that a job was completed, and the invoice was exported. The customer called back later to pay for the services, so I created an adjustment invoice for this. This isn't a usual issue we have, but the customer was statin...
Missouri Tax Jurisdiction
Hey Everyone, We are based out of Missouri, and I had some questions about the tax jurisdiction box for our Missouri customers. When I go to Find Sales and Use Tax Rates on the MDOR website, it gives the city code and the county code but there is no ...
AR report
Customer credits are not listed in the AR report in ST, but they are in QB, which makes reconciling a pain. Is there a way to add credits onto the AR report?
