Resolved! Adjustment Invoice Notes

Wanting to see adjustment invoice notes from the original invoice instead of clicking on the pencil

H_Imbach by New Contributor III
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Emailing an Estimate

Has anyone come across a way to change the email address that sends the estimates to the customer? Ours keeps generating a no reply email address and several are getting rejected by customers. Any suggestions as to how we can make that look a little ...

lschwartz by New Contributor
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Signatures from estimate to invoice

Is there a way for signatures from an estimate can transfer to an invoice once the estimate is converted? We are having our customers sign estimates and then sending them the invoice to sign again. I feel we're asking for too many signatures and hone...

ddmcrystal by New Contributor II
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Apply Finance Charge Screen Needs Edits

Before ServiceTitan, we processed Finance Charges in Quickbooks Desktop. We just used the "Charge Interest" feature for the first time and I have a few suggestions:The field Interest Rate says 0.000. Because of this, I assumed it was already in % for...

Merging Customers in ServiceTitan when using Quickbooks Online

Hey all! Give me all the Quickbooks Desktop questions and many of the Sage Intacct questions and I can answer them, but we're on QBO at my new company and I need help! We merged a customer in ServiceTitan (each location was imported as its own custom...

JessicaSmith by ServiceTitan Certified Administrator
  • 2 replies
  • 1 kudos

membership billing batch is to large to export

We bill our memberships on the 1st and 15th of each month. This creates 3 batches (successful, failed, unattempted). Our Successful batch is usually about 300-400 invoices. I am looking for a less time consuming way to break that batch down in smalle...

klemagie by New Contributor
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  • 1 kudos

Customer data export

I would like to have the ability to export new Customer and location data to QBD prior to a job/invoice batch export. Anyone else?

tlee5200 by New Contributor II
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Resolved! PAYMENTS

Good morningWhen our technicians are applying payments on job as they finish it is not allowing us to batch after they enter it, I still need them to enter daily as usual. Is there a setting we are missing? Here is an example,. If customer pays the t...

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Monthly Billing and also using QuickBooks Enterprise

Looking to implement the monthly billing for memberships/Agreements, I have questions on how the work flow goes as far as exporting to Quickbooks and the invoicing. We are a fairly large company, looking for someone who has been utilizing this featur...

cmccloug by New Contributor
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Can we add the online payment link to an estimate?

I know currently we can only add the online payment link to an invoice and a statement. We do majority Home Warranty Service calls and the Home Warranty customers we work with have to pay the full estimate amount first before we start sourcing, or do...

alyssa_d by New Contributor II
  • 3 replies
  • 4 kudos