Accounting

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Resolved! splitting exported invoice into two invoices

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...

Jodi by New Contributor II
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Resolved! What do you do for payment receipts?

Curious to hear anyone else's solution to payment receipts, especially for credit card payments.Our challenge: There currently is not a feature to print payment receipts. You can print an invoice, which shows applied payments at the bottom, but there...

Resolved! Payment Deleted

We have an invoice where a technician, during training, ran his own card for a $17,432.00 payment. The payment didn't go through, and was deleted on the invoice. Now the payment is still showing on the Accounting page under unbatched payments. Is the...

Kayladeej by New Contributor III
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Texas Sales Tax - Best Practices in Service Titan

Here is our dilemma. In Texas, we are required to charge sales tax on materials in Service Titan for Residential customers and sales tax on total ticket for Commercial customers. We have a resale certificate with our suppliers.What is the best way to...

kswaba1 by New Contributor
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Credit Card Payments

When an invoice is emailed to a customer but chose *hide items* for invoice style when customer goes to 'Make A Payment' a task breakdown is provided in online payments. If the invoice was not provided with a break down is there a way remove the task...

EManley by New Contributor
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