The management needs a detailed invoice for each job in order for it to be approved. Right now they are printing them all out, letting management approve each invoice, and then printing again with changes. We were just trying to cut back on paper and...
Anyone out there on cash basis accounting???? Need help reporting income per business unit on a cash basis...at the invoice item business unit level.
Who does your batching? We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed.
How do you deal with partial payments? Several of our customers pay a deposit and then the rest upon completion of the job. The problem is I can't batch and export the invoice until the job is marked complete. So how do I batch and export the payment...
Hey everyone!Our company is looking to update our verbiage on our invoices. Anyone willing to share some ideas of their invoice message, authorization paragraph, and acknowledgement paragraph?Thanks in advance!!!
When an invoice is paid in full (or even in part) I believe it would be good if a receipt was auto generated and emailed to the customer.
The e-mail template in ServiceTitan for invoices is just a generic, blanket "This is your invoice"-style template. What if there was a way to change that text (via a preset template) based on the AR status of the invoice? If the system knew automatic...
Is there a way to set up a plan for a customer to pay monthly on an invoice? Non Membership.
It would be great if a customer went to pay online, that they could pay via an ACH instead of having to pay with a credit card. I pay $1.00 per transaction when I receive money through quickbooks this way. Would be a lot better than paying the 3% cre...
It would be EXTREMELY helpful if Customers were a hyperlink in "Batch/Export Transactions" under the accounting tab. Customer names are already a hyperlink in so many other places throughout the system. Currently the invoice number is a hyperlink, wh...
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| 10-16-2024 08:50 AM | ||
| 09-30-2024 08:23 AM | ||
| 09-26-2024 06:25 PM | ||
| 09-26-2024 10:27 AM | ||
| 09-25-2024 06:31 AM |
