Have a customer that sent in a deposit on work, then his builder called in for the same work, and it was billed under the builder. Now builder owes us $$, and the deposit is on the Customer account ? Cant refund the customer and expect him to pay his...
Has anyone figured out a good way to create an available credit on an account other than applying an overpayment? I have a customer who has no balance and i need to put a credit on her account to be applied to a later service. I have tried doing a ne...
I think it would be handy if you were able to see what attachments were sent with an invoice.
We've been trying to resolve an issue in our Quickbooks Desktop file for 6 months and we've gotten nowhere, which is preventing us from filing our 2021 taxes (eek!). I don't actually know if it is related to ServiceTitan at all, but at some point dur...
The tech changed the sales tax to zero. In the office I am trying to add the sales tax on the "invoice details" screen but it does not allow me to do that even though I am an Admin. Why would that be? I know I can add a line item to the invoice mappe...
I am getting this error when exporting to Quickbooks. There is an invalid reference to Quickbooks Term "Custom" in the Invoice. QuickBooks error message: invalid argument. The specified record does not exist in the list. Can't figure out why because ...
How do I change the rate sheet for a Point of Sale Invoice? I can change the rate sheet on any other invoice, but not a Point of Sale Invoice.
Does anyone else realized there are new 17 ledger accounts created in ST with codes that already existing in QB Chart of Accountant?Also, those new 17 ledger accounts are set up as ST Default, I cannot deactivate them.When create a new material or eq...
We have been asked by a few good customers to split an invoice into two separate invoices AFTER they have received it in the mail (this is not unusual for these customers). We always get clarification when the job is booked as to who is responsible f...
Shamelessly stealing the screenshot from @BCN because I don't have this update yet. This makes me SO HAPPY. And to be able to set it by job type, business, unit, tech, AND exclude specific customers?? This is a HUGE WIN! Thanks Yawl!
