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.
Posts
(HELP!!!!) Release 62 - Created new ledger accounts with NO interface in QB
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...
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...
Cue the happy dance. Automatically send invoices WITH RULES!!
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!
Navigating to Invoice from batch/export results in Application Error
When reviewing batched invoices in the Accounting page "Batch/Export Transactions" fails to navigate to the correct invoice and returns an application error. This error is because the URL for the invoice is being given the Invoice number rather than ...
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...
Resolved! Editing a batch name
Please ad the option/ work flow to edit batch names!
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...
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...
