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Searching invoice amounts.

Before this recent update, if I did not know a customer or invoice number, but received a payment, I could search for that under "Invoice" and put that in the "Balance" or "Total" for the amount received and could 99% of the time, find out who it sho...

dwhite45 by Valued Contributor
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  • 2 replies
  • 1 kudos

1099 Eligible Box add into Vendor please

Hello - i noticed today that Service Titan did not have this 1099 Eligible Box in the Vendor template.Please have this 1099 box added into this template at before year end.Thank you, Nikki

nchan by New Contributor
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  • 2 replies
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Resolved! Error Exporting Payments

We are unable to export our payments over to QB and we =keep getting the same error message. Does anyone have any advice on what is going on and how to correct this?

Screenshot 2023-01-16 at 7.21.29 AM.png
KennedyHR by New Contributor
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  • 2 replies
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Resolved! Export Error

Hi all, Can anyone recommend their best practice for exportation of invoices and how to catch export errors? Thank you!

KristinS1 by ServiceTitan Certified Administrator
  • 1815 Views
  • 2 replies
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Resolved! Is there a way to delete multiple Purchase Orders at once?

My manager and I have to do some cleanup. We have over 3,000 purchase orders to delete, and cannot find any way to do so except for going through and deleting each one individually.Is anyone aware of a process that could group all POs within a specif...

larryf by New Contributor II
  • 1141 Views
  • 2 replies
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Invoice Date / Completion Date - Payroll Detail Report

It would be awesome if the invoice date was always the same as the completion date. If someone accidentally completes a job and then it is reopened/rescheduled, the invoice date stays as the date it was first completed. If the invoice date is not man...

kocjanci by New Contributor II
  • 1188 Views
  • 4 replies
  • 3 kudos

Resolved! Small Balance Clean Up

What is the process for cleaning up small balances under say 2 dollars? I've got a lot of people who just paid the incorrect tax amount and their balance is like 26 cents.

TaylorByrd by New Contributor II
  • 1396 Views
  • 3 replies
  • 0 kudos

Resolved! credit card fees

how can I add a fee for credit cards to automatically show up on invoice when paid with a credit card

antbotz by New Contributor
  • 2108 Views
  • 6 replies
  • 4 kudos

Quickbooks.

Will service titan be working on a way that the information when entered into the management side will flow automatically in real time into Quickbooks so you would not have to batch anymore and can eliminate mistakes form double entries. Fieldegdge a...

bba7701 by New Contributor
  • 855 Views
  • 1 replies
  • 0 kudos
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