Why is "Approved" now being put in the memo on Credit Card payment? I mean, the Transaction Status already states "Success."We use the Memo for card info or if someone other than the customer paid. So I am having to delete the "Approved" on every tra...
I'd love to see Accounts Receivable aging reports include a column showing the customer's payment terms. I follow up on outstanding A/R based on how "overdue" customer payment is-- so a "net 30" customer shouldn't be bothered until the 31 day mark, b...
Hello! How is everybody entering down payments? We require our customers to pay 1/2 down before we order their product and so sometimes this money could sit for a couple months. Currently, we are collecting down payments as a payment and it's exporti...
Does anyone know how to enter a prepayment into Aspire. We received a check for a job we have not completed. How do I add a prepayment.
Can you recommend a local company that offers bookkeeping services? I may be looking to outsource a position at our company. We would require bookkeeping, commercial invoicing, AP, and AR. I you could point me in the right direction I would much appr...
Since the last update we are having an issue with our memberships charging to old cards on the customer account. These are all memberships that do not have a preferred payment selected. For many months it has been charging the good/valid card, but al...
Hello fellow service titan users!I am having issues figuring out how balance some of my warranty invoices. I have negative balances on 2 of my invoices and they both have the task (WARRANTY - FSP TAXABLE). How do I make these balance each other out?
Hi everyoneWe have been on ST for about 3 years now and with the latest update, something wonky happened with our old invoices. Any job that was previously cancelled is now showing a balance on the customer's account- not on the AR report but on the ...
Hello!Wanted to know if ServiceTitan Web Connector is compatible with QB Desktop Premier Plus 2024 before I upgrade. On the installation how-to website it mentions 2022, but not 2024.
Good Afternoon! I am just getting introduced to the invoice process and I would like some clarity on a few items.We are an HVAC Commercial business - we have a Service Department and a Construction Department. I am trying to determine the differences...
| Subject | Author | Posted |
|---|---|---|
| 01-22-2025 11:24 AM | ||
| 11-20-2024 02:30 PM | ||
| 11-20-2024 02:26 PM | ||
| 11-19-2024 05:31 PM | ||
| 10-16-2024 08:50 AM |
