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Automatic Payment Plan

Is there a way to set up a plan for a customer to pay monthly on an invoice? Non Membership.

maemilyv by • New Contributor III
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Receive payments via ACH

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...

jason_ho by • New Contributor II
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  • 3 replies
  • 4 kudos

Customer Name Hyperlink in Batching

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...

Apply payment to multiple customer's invoices

We have a number of cases in which we receive a single payment that applies to several different customer's invoices. For example, a management company may require that billings go to the property, showing the property as the bill to. Once the proper...

michael21 by • Contributor III
  • 6183 Views
  • 8 replies
  • 2 kudos

Automatic Trip Charge for Certain Zones

There are certain surrounding cities/counties we service that are a little further out than our normal service area, and because of this, they incur an additional $25 Trip Charge. I already have Zones set up in our system for the different areas we s...

cecilshv by • New Contributor II
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  • 4 replies
  • 3 kudos

Duplicating an Estimate

We work with numerous apartment complexes who want the exact same estimate for another unit within their complex. It would be much more efficient to duplicate an existing estimate and just edit the service location field. Would love to have this in a...

elissa1g by • New Contributor
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  • 2 replies
  • 3 kudos

Resolved! Tax Zone by Default

Is there a way to set a Tax Zone by Default? 95% of our customers are residential and if we can set this Tax Zone by default, it would save time and minimize the errors during batching, posting and exporting invoices and payments.

kswaba1 by • New Contributor
  • 2283 Views
  • 1 replies
  • 0 kudos

Resolved! Quickbook Desktop going away

It my understanding that QB desktop will be going away and everything will transition to QB online. We are currently a QB Enterprise with advanced inventory user so we can do inventory in ST and that is what we were told we needed when onboarding. Do...

tyl9162 by • New Contributor II
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  • 6 replies
  • 2 kudos

Customer A/R History

Here's the scenario:Customer calls in for service. They're wanting to discuss pricing and get a better rate. As a bsiness we want to review the actual A/R history of that customer to determine what we want to do next -- see how much they've spent wit...

ridstein by • ServiceTitan Certified Administrator
  • 1925 Views
  • 1 replies
  • 4 kudos
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