I’ve spent a lot of time working in a test environment with the new Payment Collections system. One pitfall I fell into is a killer, but thanks to @plewis from Service Titan, (a very smart person on this process), I found a way out. Specifically, on ...
There are a some cases where our customers have to provide us with a P.O. for a commercial membership sale/renewal. The only place to add this P.O. is under the invoice summary or under the task description itself. I think it would be nice to have a ...
We have been on ST for 3 months now and have yet to get our Sales Tax configured correctly. In Georgia we only charge tax on Materials and Equipment. There is no labor tax. For some reason ST will not calculate our taxes correctly. We have all of our...
When we refund a customer, the invoice and the refund shows up on the AR report forever and ever. How can we remove it from there?
So, I have been complaining to my CSM, and a bit on this board, about the fact that the new payment collections module does not support the entry of negative checks. ST just posted a new Knowledge Base article, "Accounting Process for Bounced Checks:...
I'm trying to bypass an export of a $0 invoice to QB but the button to do so has disappeared. Help?
Because we bill time and materials, we've found the invoicing screen to be much slower for data entry than our previous solution (just using Quickbooks Desktop invoices). I'd love to see some user experience updates that make the invoicing screen mor...
It would be helpful if results on the AR Management screen could be exported to excel. I would also like to see totals for all the columns on the AR Management screen.
I need to find a way to report on material (inventory & noninventory) costs listed on in progress jobs so we can accurately pay our use tax each month.
When is ST going to give us the ability to send out estimates to customers with a line item approval process rather than an all or nothing acceptance? The good, better, best feature is not feasible when giving multiple options for any one item being ...
| Subject | Author | Posted |
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| 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 |
