Accounting

Posts

Resolved! Payment Reminders

Is there a way to set up automated text/email reminders for customers who haven't paid their invoice after x amount of days?

TaylorByrd by New Contributor II
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  • 3 replies
  • 2 kudos

Invoices for Members vs Non-Members

ST Personnel,I would like the option to show the savings our Membership customers received AND the potential Membership savings our non-members would receive with a Membership. If this is already a setup option, I am unaware of it and would like for ...

alemke by New Contributor II
  • 1504 Views
  • 1 replies
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Resolved! Quickbooks online VS. Desktop

Has anyone ever switch from desktop version to online?? We are looking at switching and would like to know what are the PROS and COS for doing this?? Any feedback will help on online version. Thanks

Eramirez1 by New Contributor
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  • 3 replies
  • 1 kudos

Payables - Vendor editing permission

It would be helpful for employees who do not have access to Settings to have the ability to edit vendor information for the Payables feature. For example, we would like to grant permission for our Accounts Payable specialist to edit the remittance ve...

ngoggin_ by ServiceTitan Certified Administrator
  • 1432 Views
  • 1 replies
  • 1 kudos

NSF checks and other payment issues

Hey @LREADER . I saw your idea concerning NSF checks. I felt your pain but don't anymore. If you lookup the exchange titled "Returned checks, disputed card payments, and anything else that is a negative payment" in this section of the community, you ...

michael21 by Contributor III
  • 1826 Views
  • 1 replies
  • 2 kudos

Statements have become jumbed

I tried to print the statements for this month, and the addition of new information has made the lines too long for the paper and it is making the last digit or two of the invoice # and prices shift to the 2nd line. I started a help chat through Serv...

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Statement now jumbling up invoice numbers and prices

I just went to process monthly statements today and noticed a column has been added for "Project Invoice #," which has in turn caused invoice numbers and prices to become jumbled up on multiple lines. For example, a $1,658.95 invoice total now reads ...

cecilshv by New Contributor II
  • 3452 Views
  • 6 replies
  • 5 kudos

Payment details on printed invoices

Hello, I think it would be really wonderful if we have the option for payment authorization codes to show up on printed invoices not just in the system. I believe most businesses would also love to have authorization codes of payments on the printed ...

Phone number appearing on estimate and invoice

Hello,It would be nice to have the customers phone number show on the estimate and on the invoice. It could be located under the job address or bill to address. If you print it, then you have to go back into the system to get the customers phone numb...

Melurban by New Contributor
  • 4300 Views
  • 7 replies
  • 4 kudos