Posts

AR Alerts

Is there a way to set an alert or anything that we could get when and account is coming up on it's due date? We have commercial and residential customers and have their terms set up in for each one but it would be nice if we had a way to look at invo...

ladams76 by New Contributor III
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Customer Print Line

Customer Print Line – We have like our customers to have the ability to print their name as well as sign their name in two different boxes that the “Customer Acknowledgement” stage.ThanksRoger

rcampbel by New Contributor II
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Customer pre-pay Deposits

New to AspireI have several customers that have sent a deposit in order to commit to large jobs. Currently, these are being handled by creating an invoice and estimating the sales tax in order to attempt to match the deposit amount.For example: Custo...

sflannery by New Contributor II
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Accounts Receivable report should show all credit balances

the Accounts Receivable report should show all credit balances. It is imperative that the report show so all customers credit balances in order to properly reconcile Service Titan against accounting software Accounts Receivable report

brandy by New Contributor
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SUGGESTION! Collection notes

SUGGESTION!The invoice screen should have its own notes section. Working in accounting and have to consistently go back to the job screen for collection notes is a pain! We currently have been putting it in the invoice summary but then the customer c...

chelsiebogel by ServiceTitan Certified Administrator
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  • 5 replies
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Workflow for New Invoices Screen

What are your workflows for reviewing & batching invoices?Prior to the new Invoices Module, we did invoice reviews from the Batching screen and would batch the invoice as the last step of review. Then, we bulk print or email the invoices in the batch...

Resolved! Credit to discount task

Has anyone been able to find a way to note a credit on an account, but when applied it adds as a discount? IE we give a referral credit, but when applied it goes as a credit to next work - There would be no actual funds,

mkane by New Contributor III
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Invoice display

We got into invoicing this morning and out totals are gone from our invoices for the tasks? It is only showing quantities? It shows the total balance due, but not line by line totals? Anyone else having this issue?

dwhite45 by Valued Contributor
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Paid Status is wrong

Does anyone else have the issue on the new invoice table from the customer page and now the transaction hub where the invoice was reduced with an adjustment invoice but it is still showing as overdue?This is also making the invoice show up in the new...

Screenshot 2023-02-02 090903.png
jbulman by New Contributor III
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  • 3 replies
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