How to create an Invoice on a job not scheduled
We had an irrigation technician complete 2 turn-on services this weekend that were not on his schedule. They are currently opportunities. How do we get these pushed through for invoicing?
Posts
Remove signature lines from paid invoices
Remove signature lines from paid invoices. At this time it does not appear to be optional to remove this feature. If a customer wants a receipt and I enter the payment and print the invoice to show the payment has been applied and a $0 balance, it as...
Date on Credit Balance - used on future invoices
we have customers who occasionally overpay and are repeat customers so the payment is applied as an overpayment and then Service Titan creates a credit on the account. The problem I have is that when I try to use those overpayments, the "date" of the...
Resolved! Exporting Error 3100 for Inventory Parts.
Hi! We ae new to exporting PO's and although we have not begun tracking our inventory, we are trying to set ourselves up for that. I am trying to export a few Vendor bills from ST and have received the error QB Error 3100 on some of the bills. I have...
Partially Exported Error Don't Understand
Hello, Our accounting team encountered this error which does not help me at all understand what the problem is. We noticed it because on the side it Partially Exported see error and that's what it shows. In the batched tab it shows many that have bee...
Resolved! Invoice Summary to Quickbooks
Is there any way to have the invoice summary sent over to QB with the invoice? Some of our technicians put a lot of detail and time into their summaries and it is all missing from Quickbooks because it is not a line item.
Resolved! AR Management page unresponsive error
When I go to the AR Management section of the Accounting page to enter checks I get this Page Unresponsive error after every single check. Waiting just gives me the error again so I have to hit the Exit button each time I enter a check. This has been...
Paid Meal Breaks
I think it would be super beneficial to have the option to easily make the built-in meal breaks either unpaid (which is the default currently) or paid (which doesn't seem to be an option right now without implementing some weird workaround), like we ...
Is this for real? Receiving Payments
We have to ultimately “touch” the payment (3) times! Is this for real?1- Receiving the payment in ST2- Depositing the payment under “ bank deposits” in ST (so the reports come out correctly showing what is really unpaid 30, 60, 90days – without this ...
Credit Card Fees
For anyone charging a credit card fee, I have a couple questions. 1. Is the fee taxed? (same tax rules that apply to the invoice)2. Is the credit card fee also added to the estimate? Part of our reconciling process is to ensure the estimate and invoi...
