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Resolved! Auto Refunds not Working

Tried to process a refund yesterday and I am getting an error. The error states that I am trying refund more than what was originally charged, but ST is calculating the refund amount based off the parameters I select. I tried processing via the line ...

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johnsond by New Contributor III
  • 3594 Views
  • 8 replies
  • 0 kudos

Resolved! Change terms on invoices

Is there a way to change the terms that are listed at the bottom of the invoices that are printed out? Right now our invoices print a blurb at the bottom of them reading, "This invoice is agreed and acknowledged. Payment is due upon receipt. A servic...

mleahy by New Contributor III
  • 1259 Views
  • 1 replies
  • 0 kudos

Payment Terms on Interest/Late Fee Adjustments

I am having an issue with the charging interest process. When I am charging interest there are customers that are showing up, pre-selected as late, even though they are not due based on their payment terms. I am told by Support that "The outstanding ...

NicoleMZ by New Contributor II
  • 966 Views
  • 1 replies
  • 0 kudos

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
  • 1430 Views
  • 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
  • 1142 Views
  • 2 replies
  • 0 kudos

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?

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KennedyHR by New Contributor
  • 1619 Views
  • 2 replies
  • 0 kudos

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
  • 2355 Views
  • 2 replies
  • 0 kudos

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
  • 1500 Views
  • 2 replies
  • 0 kudos

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
  • 1586 Views
  • 4 replies
  • 3 kudos
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