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 ...
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...
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, ...
Hi, Service Titan community! I searched this topic and found nothing in the advisor or discussions. We charge our customers a same-day cancellation fee, and I do not see a workflow for this process. I cannot add a fee to the invoice because any items...
When we have to reschedule a customer we let them know that we are going to give them a $50 repair credit thanking them for being flexible and working with us. However at the moment we are just making a note and pining it to the customer's account. T...
Is it possible to go into a customers' account, group up all outstanding invoices, and send them at once?I'm not sure if there is functionality for this yet. I'm stepping into a role here where previous sewer jobs were not associated with projects. A...
Hi all, We are attempting to pull accurate reporting for the customers we have actually billed and what they currently owe, as of now it shows balances of jobs that are currently open and pending further job scheduling. What reports do you use so tha...
We are no longer able to send an invoice for products that we ship out to customers for an online payment. We have been able to do this for the last two years, but it seems that after this last update that feature was removed. Customer service was un...
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...
We've been using this workflow from the Knowledge Base in order to process our financing fees without having them appear to customers: https://help.servicetitan.com/recommended-workflow/2eqmw6ibNSBrtOyfcw0fQy. Unfortunately, this morning, we realized...
| Subject | Author | Posted |
|---|---|---|
| 11-20-2024 02:30 PM | ||
| 11-20-2024 02:26 PM | ||
| 11-19-2024 05:31 PM | ||
| 10-16-2024 08:50 AM | ||
| 09-30-2024 08:23 AM |
