Accounting

Posts

Paid Invoices vs Credited Invoices

On the customer account page, whenever an invoice is credited in full, it shows as "Paid" rather than "Credited". When we write off an account and send it to collections, it does not show that we "Credited" that invoice, it shows it as "Paid". It mak...

Pd vs Credit.jpg
dwhite45 by Valued Contributor
  • 973 Views
  • 1 replies
  • 2 kudos

Old Invoice

Hello, I have a very old invoices from 2015,2016,2017 that I want to make an adjustment invoice for them to adjust the balance on qbs as well ( as it shows by - ) how can I get them to do that, I already did to the new ones ? thanks in advance

Salwa by New Contributor
  • 960 Views
  • 1 replies
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Urgent Need: Invoice Item Deletion Feature

Hello, we're urgently in need of a way to prevent certain techs of our choosing from deleting items added to invoices. I appreciate that we can prevent them from changing prices on estimates, but that doesn't go far enough. We have at least one tech ...

MesaCSR by New Contributor
  • 1110 Views
  • 1 replies
  • 0 kudos

Payables

Is there a way in Payables to make only partial payments? I have not turned on payables in our live account, only tested in Next but I don't see a way to make them partial. We have vendors that we have 30/60/90 terms or sometimes have special terms. ...

MirandaMel by ServiceTitan Certified Administrator
  • 858 Views
  • 1 replies
  • 0 kudos

Make Visa Debit a payment option

Hello! Here in Canada, we have so many customers who wish to pay with a Visa/Debit card however, these payments are not accepted through ST so they cannot pay their bill online or by phone with this type of card. Please consider adding Visa Debit car...

KhianaKlatt by Valued Contributor II
  • 870 Views
  • 1 replies
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Resolved! Need your best suggestion - Invoice Dates

We are hitting a snag here. For accounting reasons, we would like to see the date the invoice was actually sent via email, and/or, have the ability to re-age the invoice based upon the date the job was completed.As it is now, the invoice date is auto...

Split payments on multiple business units

We noticed that when you receive a payment on one business unit, it cannot be split with an invoice on a different business unit. There are commercial properties and even some residential that will pay multiple invoices with a single check. Without e...

amy_whit by New Contributor II
  • 2094 Views
  • 5 replies
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Resolved! Quickbooks Desktop 2020 support going away

We currently use QB 2020 desktop and we're quite happy with it. We don't use it for payroll, invoicing, or inventory etc. I do however download banking transactions monthly for reconciliations and it seems I won't be able to do that anymore unless I ...

Statement

The ST statement format does not work for us as a 100% commercial contractor. We have many clients who have multiple locations with payments being made out of the corporate office. These clients want a statement that lists all locations on one statem...

KDahmen by New Contributor II
  • 2475 Views
  • 6 replies
  • 3 kudos

New Invoice Design

We are really disappointed with the new invoice design. It looks very unprofessional and appears to be off center and crooked. The company info looks misplaced in the center of the invoice. United States is put in to two separate sentences. Overall, ...