Posts

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
  • 1261 Views
  • 1 replies
  • 0 kudos

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
  • 1442 Views
  • 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
  • 1403 Views
  • 2 replies
  • 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
  • 1385 Views
  • 2 replies
  • 0 kudos

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
  • 782 Views
  • 0 replies
  • 0 kudos

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
  • 1895 Views
  • 3 replies
  • 4 kudos

Resolved! Unused Membership Funds

There should be a way to easily convert unused membership funds to a credit on a customers account.

tjacobs by New Contributor
  • 1705 Views
  • 3 replies
  • 1 kudos

Remittance Address on Invoice

I've tried to look for this on my own, but am now lost. How can I add a "Remit To" address to my invoices? Currently, my location address for the business appears on my invoices and if someone sends a check, they will use that address. However, I wis...