I'm struggling with situations where I need to research AR activity on a customer account. For example, I may have a job that involved multiple adjustment invoices in addition to the original invoice as well a multiple payments.How can I look at a jo...
Not sure if this is where this question should be...So sorry in advance if this is the wrong place. I have technicians who aren't putting tasks in their invoices. What will this do in the long run? So, I have invoices that are for warranty calls whic...
My CSR took a check/ACH payment on an invoice that had already been paid. Now my customer is showing a credit that does not really exist. It was batched over to QuickBooks before I caught it and now I can't get rid of the credit in Service Titan. Any...
Hi all,Is there anyone else using the Evalon payment processing option (and billing all jobs through Evalon)? Switching merchant services can be a cumbersome and expensive process. Prior to switching from Global Payments so we can use onsite payments...
I'm having a real tough time reconciling sales by month and payments/cash deposits. Whatever was synched from ST to QBO is obviously messed up. Anyone have any clues on where i should start?
How do I adjust invoices that have already been batched
Why don't I see the Technicians invoice he sent out to the customer under the accounting tab under the "batched/unbatched invoices" and how do I fix this
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4355It would make it easier if it is needed for just one invoice rather than the entire customer profile, just a thought.
When I go into ACCOUNTING then INVOICES on the left I am finding a boat load of old invoices dating back to 2000! How can I clear this out and clean it up without making a mess of QBO?
Hello,What is the general concensus for handling financing dealer fees? We are thinking about adding 1 or 2% to all pricing to cover those that finance. We would limit our options for what financing we would provide and try to cap the dealer fee arou...
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