Accounting

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Billing a warranty reserver fund

We are funding our own in-house warranty reserve fund to help offset warranty costs not covered by our manufacturer. Any suggestions on how to bill ourselves through ServiceTitan to cover our labour expenses?I need the repairs to show on the customer...

kristent by New Contributor II
  • 3164 Views
  • 4 replies
  • 0 kudos

Invoice Template

Hi, is there any way to add a line or change the invoice template? I need to add a line to the "bill to" section.

verostep1 by New Contributor
  • 2200 Views
  • 3 replies
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Resolved! Past-Due Customers

Looking for ways that other users handle customers with past-due balances. There isn't a way to put customers or locations on "credit hold", which would prevent scheduling jobs until the "hold" was removed by an A/R collector. Is a "Credit Hold" tag ...

chunter1 by New Contributor II
  • 4958 Views
  • 5 replies
  • 0 kudos

Need to Create a Manual Credit Memo to be applied later

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...

plumbing3 by New Contributor
  • 5158 Views
  • 8 replies
  • 1 kudos

Point of Sale Rate Sheets

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.

neiamech by New Contributor
  • 1984 Views
  • 1 replies
  • 2 kudos
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