Accounting
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Posts

Payment Receipts

Should be able to easily email a payment receipt without having to log into the gateway, find the transaction, copy the clients email from ST, go back to the gateway to finally email it. 80% of the time people pay at time of service and the invoice i...

ErikaF by New Contributor II
  • 2115 Views
  • 1 replies
  • 8 kudos

Default amounts when selecting payment type

So I have a minor issue. When our technicians are finishing with a client they'll ask how they'd like to pay. If a client says e-transfer the tech will select the e-transfer payment type and it seems to defaults to putting in the full amount owing. T...

jamehaze by New Contributor
  • 1834 Views
  • 0 replies
  • 1 kudos

Auto Attach

It would be great if the PDFs that are attached to equipment could be sent as an attachment along with the estimate/proposal in the email. A lot of our customers like to have the manufactures brochures to look through when deciding which equipment th...

LisaHVAC by New Contributor
  • 1614 Views
  • 1 replies
  • 2 kudos

Bulk printing past due invoices

It would be helpful if there was a way to bulk print all unpaid invoices to be mailed to the customer.I know how to do it at the time I'm creating the invoices and I know how to print statements for the customers, but it would be helpful to be able t...

seemore by New Contributor III
  • 2682 Views
  • 2 replies
  • 2 kudos

Creating Job costs for reporting

I am trying to create costs sheet for materials used on jobs. I am only seeing how to put cost to customer but not cost to company. Ultimately, I am wanting to get job cost for every individual job.

Scottg by New Contributor
  • 1764 Views
  • 1 replies
  • 2 kudos

Revenue Recognition

This is an idea for interfaces, which falls closest to Accounting. We use QB for our financials and we have struggled to reconcile QB to ST every month in terms of Revenue. Part of the issue is we have jobs that are multi day jobs and ST recognizes t...

alemke by New Contributor II
  • 2018 Views
  • 1 replies
  • 0 kudos

Batch Error Report

I am trying to resolve the Batching Error Reports and I am getting a code of 3170 with a description of "There was an error when modifying a Customers list, element "800045A1-1657565816". QuickBooks error message: Cannot merge list elements." There a...

Payment Collections & Refunds HELP!!

Hello All, Before payment collections got turned on, my workflow for refunds and move payments, I had to create two fake Payment Types in ST. If we needed to move a payment, we called it Transfer Payment since the move button broke and never got fixe...

iguerrer by New Contributor
  • 1556 Views
  • 1 replies
  • 1 kudos