Wrong Customer
My tech applied a payment on the wrong customer, how can I move it?
Posts
COMMUNITY 1-2751
Customer balances in ST should only reflect invoices that have been audited, posted, and exported- not a running total of all jobs in progress... please upvote my idea !! 1-2751
PO's: Parts associated with vendors
It would be FANTASTIC if when creating a PO once you have selected a Vendor your product list would automatically filter to only parts/products that are associated with the specific vendor rather than having all parts/products from all vendors in you...
Emailed Invoices
After recording payments sent in by telephone our company emails the customer a copy of their invoice showing the payment has been applied leaving a zero balance. The company choice is to send only "aggregated" invoices but that is only one of the op...
Editing exported invoices with Quick Books Online
I was recently told by one of our customers that I need to have the same style invoice all the time. That would not be an issue if I could edit my invoices in service titan once they have been exported. With the system now I can only adjust an invoic...
Statement Issue
We have multiple business units in our account that share customers. We have an issue with our statements only showing one business unit logo and remit to name when there are open invoices from multiple business units. It is really confusing to the c...
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 ...
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...
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 ...
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...
