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...
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?
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...
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...
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...
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...
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.
