Posts

Resolved! Dumb question of the day!

Can anybody explain to me what the "Allow AR?" checkbox does in the Customer settings? I can't seem to find much info about it. (yep, this seems like a pretty embarrassing question.)

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LeonWright by ServiceTitan Certified Administrator
  • 2668 Views
  • 4 replies
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Accepting Apple Pay

I've reached out to the Payment Team about being able to accept Apple Pay in ST. The response was that we can accept Apple Pay with the chip readers out in the field. What I am wanting to do is accept Apple Pay / or have the customer be able to pay u...

Resolved! Report by terms

Is there report to show payment terms for customers. Is this possible? I've looked through reports and don't find "terms" as an option. This would be a great report!

janet_da by ServiceTitan Certified Administrator
  • 1957 Views
  • 2 replies
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Resolved! Sales by item - Report

Hello all Is there any report where I can see sales by item? I would like to know how many times we've sold an specific item (it's service, no trackable).ThanksJuliana

julianaf by New Contributor III
  • 1974 Views
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P&L Statement

What are some best practices or preferred methods of pulling a P&L Statement? Thank you in advance!Nik Lawhorn

nik_lawh by ServiceTitan Certified Administrator
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  • 3 replies
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Resolved! Progress billing

I created an estimate with tasks then I sold it and converted it, now my questions are... how do I invoice from it? Do I have to select the task and book it or is there another way? I know to go to the job and under the blue box I hit invoice but tha...

interstate by New Contributor II
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On every invoice (no matter how they are paying) has a monthly est price at the bottom of it. Is there a way to take that off or select it if it applies to that particular invoice?

We do offer financing with three different companies as well as offering just buying the product out right. Either way, a monthly est price prints at the bottom and it also not accurate when it is applied to a financing account. Please email me if yo...