Posts

Resolved! PO workflow

I am confused about the Bill that are created with PO. After I create a P.O. I receive it, I then create a receipt , then finally a bill. Then this is where I get stuck. What do I do with the bills, I have over 800 and I can’t do anything with them,

kaltec by New Contributor
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Idea: View check numbers from customer page.

Problem: When we add a check number to a specific invoice, ST will let you add the check number but the only way to view the information is to click on the invoice itself. Suggested Solution: Allow the check number to be displayed next to the invoice...

AR Management Sort By "Last Emailed"**Need Votes**

Please click the link to vote! COMMUNITY-I-2145 When I'm sending monthly statements, I email all that have an email address. After that process the only other option is to filter by "not sent" BUT if the customer got a statement last month (print and...

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rthompso by ServiceTitan Certified Administrator
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Headers on Accounting tab to match other modules in ST

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2125We run a large number of transactions, and while I have seen the accounting reimagined webinar, it would still be nice to add the heads to the legacy...

More options on the AR Management Tool

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2121We do a lot of volume and it is very time consuming to go through each and every customer that has open AR. The ability to send statements to all ope...

POS Invoices

Posting here per support's recommendation. I was looking for a way to send an attachment with the the counter sale POS invoices. Our customers sign a hard copy of the invoice and we like to attach those to the email invoice copy we send out. This is ...

NBeebe18 by New Contributor
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  • 3 replies
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Adding equipment to invoice when the Qty is more than 1

We add the equipment to tasks on the invoice for tracking purposes and for the customer's record. However, if the quantity is more than one, you can NOT add more than one piece of equipment. For example... (2) Tankless water heater maintenances. You ...

scottf_GBO by New Contributor III
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  • 2 replies
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Auto Apply Credits

It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...

jhuck by New Contributor
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  • 2 replies
  • 2 kudos

Automatically Apply Rate Sheet to Invoices

I used the new Client Specific Pricing Builder to create a rate sheet for our time & materials billing. It is applied to all customers & locations.However, when I am invoicing, I notice the invoices have No Rate Sheet applied. I have to choose to swi...