Accounting

Posts

Warranty FSP Tasks

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?

ST Updates

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 ...

dmacneil by New Contributor
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  • 2 replies
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Project Invoicing vs Job Invoicing

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...

ServiceTitan Webconnector - Rightworks

Hello All,I recently upgraded our Company's Quickbooks Desktop to the web hosting version through Rightworks. Everytime I try to connect the webconnector I get stuck on step 1 with the following error code:Credentials validation failed. "Token valida...

andrew5 by New Contributor
  • 665 Views
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Deposits on upcoming jobs

I need to understand what other ST's users are doing with Deposits on upcoming jobs. Having deposits sit on the receivable report causes the totals to be skewed. So no quick reference. How are other companies handling deposits?

lnorse5588 by New Contributor III
  • 718 Views
  • 1 replies
  • 2 kudos

Web Connector Update Issue

I randomly get a pop up that tells me there is an update for the Web Connector for Quickbooks Desktop. I click "yes" to install it and it seems to update and restart the connector and then the pop up just randomly comes back again. I don't think it's...

seemore by New Contributor III
  • 1710 Views
  • 4 replies
  • 1 kudos

Do Not Service feature

We had created a tag for "Do Not Service" prior to the button the customer account being available. I have gone through and verified all accounts that had the tag now have the button clicked. While I was doing that, I found a number of accounts still...

seemore by New Contributor III
  • 658 Views
  • 0 replies
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Resolved! Having materials show up as a single line on the invoice?

We just started with ST. Prior to ST we would list labor and materials as single line items on the invoice. Is there a way to have all of the materials on the invoice be combined into a single line item with a total cost? Most of our customers do not...

IAllen by New Contributor
  • 1960 Views
  • 4 replies
  • 1 kudos

Assign Default Invoice to Customer

We are using Template Manager to create different styles of invoices. Currently when they are Published and Active they are an option on the print and email dropdown. It would be great if we could assign a specific template to a specific Customer so ...