Adjusting Batched invoices
How do I adjust invoices that have already been batched
Posts
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
Idea; Creating a button in invoice details to disable show potential savings for a singular invoice.
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4355It would make it easier if it is needed for just one invoice rather than the entire customer profile, just a thought.
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?
Financing Dealer fees
Hello,What is the general concensus for handling financing dealer fees? We are thinking about adding 1 or 2% to all pricing to cover those that finance. We would limit our options for what financing we would provide and try to cap the dealer fee arou...
Why can't we see invoice comments when viewing the invoice in Quick Books?
Why can we not see our invoice comments when viewing the invoice in QB? Is there a way to get them turned on? We relied on this when researching customer history/complaints etc.
Accounting Tab--Vendor Bill batches
I would love it if Service Titan could add the total up at the top after all vendor invoices and returns have been entered. Similar to payments and customer invoices where it has the total at the top in the gray squares. It would be helpful to know t...
Spiff for who sold the job, not based on splits
We are currently having a dilemma with how we are paying out our spiffs. With our current setup, the spiff is applied to the job and it is split up between the technicians doing the work, based on their percentage. Is there a way to remove the spiff ...
Job Summary
How do I get the Job Summary to automatically appear on the invoice?
Invoice Hub Review - Hold Status
What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?
