Resolved! Unused Membership Funds
There should be a way to easily convert unused membership funds to a credit on a customers account.
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Posts
Remittance Address on Invoice
I've tried to look for this on my own, but am now lost. How can I add a "Remit To" address to my invoices? Currently, my location address for the business appears on my invoices and if someone sends a check, they will use that address. However, I wis...
Late Fees
we've been with ST for almost one year and we'd like to start charging late fees on our customers that have not been paying on time. We have the Payment Terms turned on, and would like to charge each customer that is outstanding for 30days a $3 charg...
Resolved! General Ledger accounts
Currently everything i export goes into one QBO Sales account but i would like to split this up and see where the income is coming from based on business unit. I was able to test it out with one Pricebook task and mapped it to a new QBO account label...
Refunds
Every time I process a refund for a customer, I get an email "autobatching failed payments. Does anyone get the same message?
Job PO's with inventory tracked items not exporting correctly
A recent change is supposed to enable you to put inventory tracked items on a job PO. It is supposed to leave the cost on the purchase order but add the tracked item to the equipment or materials section at zero cost. This appears to work well on the...
Audit trail_Unapplying credit card payment!
In the audit trail, the unapplied payment shows as 'deleted payment' instead of ' unapplied'. It is very confusing.I wish there is an update to have a proper phrase to be shown on the audit trail not to confuse anyone.
Changing Bill To Customer After Exporting
Does any one else have issues with customers wanting bill to information changed after an invoice has already been exported. We run into this fairly often where the party that pays for the bill then forwards it to someone else and they want the bill ...
AR Invoice signature size
When printing an AR customer invoice a lot of space is taken up with the "signature" related to the authorization and acknowledgement areas. Is there any way to decrease the size of these areas?
Resolved! Which General Ledger Account do I use for a Customer Refund?
We are a garage door company. We currently have revenue(sales) listed as the following in Quickbooks:1. Job Income:Residential:Door 2. Job Income: Residential: Operator 3. Job Income:Residential: Parts, etc.I have created matching GL acct in ST. We r...
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Adjustment Invoices
32 -
Application for Payment-Email Settings
6 -
AR Management
51 -
Batch & Post
1 -
Batching Process
33 -
Billing
1 -
Call Booking Details
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Charge Interest
3 -
Community Tips
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Counter Sales or Point of Sales
10 -
Customer Communications
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Details - Invoicing
43 -
Enhancement Request
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Export Error - Other
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Export Error Report - Critical Error
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Export Error Report - QuickBooks Error
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Export Error Report - ServiceTitan Error
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Feedback
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Financial Reporting
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FinTech
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Garage Door
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General Office
6 -
GL Account Setup
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HVAC
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Imported Data
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Imported Invoices
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Integration Platform
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Invoice Items
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Invoice or Estimate Items Tax
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Invoice-Email Settings
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Invoice-Estimate or Statement PDF
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Invoicing- Customer Portal
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Job Costing-Accounting
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Needing Advice
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New here
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Other
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Payables
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Payment Collections
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Payment Terms
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Payments - Legacy
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Phones
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Question
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Reconciliation
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Refunds
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Settings
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Statement-Email Settings
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Tax Setup
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Web Connector
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 10-16-2024 08:50 AM | ||
| 09-30-2024 08:23 AM | ||
| 09-26-2024 06:25 PM | ||
| 09-26-2024 10:27 AM | ||
| 09-25-2024 06:31 AM |
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