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
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...
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...
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,
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?
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...
I like the new customer page and the transaction hub, however, invoices that have been paid by other refunds, or adjustments that weren't started from that invoice are showing as past due. I can't find a way to apply those adjustments to the open inv...
This is an issue for us. Specifically on membership invoices that were created using the renew button. If the customer decides they don't want to move forward OR if we need to make a change ST won't let us sync the exported invoice with Quick Books. ...
I feel like the whole refund process is a nightmare. Its very time consuming and confusing. I have issues with the taxes going with the refund. It wont calculate tax. The steps you have to take is overwhelming.
I am getting an error report for a batch of invoices. The "action" column has "remote update " listed. Does anyone know what remote update means?
