Accounting

Posts

Resolved! Batch Screen Default Business Unit Settings

I'm struggling to find where to adjust the default business units for the "Batch/Export Transactions" page. Seven months ago, we opened a new location which required me to add 6 more business units. Now, whenever I'm batching invoices, all but the ne...

srootco by New Contributor II
  • 5105 Views
  • 6 replies
  • 1 kudos

Invoice Layout Editing

Service Titan does not allow us to edit invoice layout. I think this is a really basic feature that should be implemented. Changes that I would like to see implemented:Field(s) chooser: I should be able to decide for our company which fields appear o...

Adam_HSSOE by New Contributor III
  • 6590 Views
  • 9 replies
  • 7 kudos

Resolved! Converting Negative Balance to Credit

We have a customer that has overpaid on an invoice, but ServiceTitan only shows the negative balance on the customer record as a "Balance". Does anyone know of any way to convert this to a useable credit on the customer profile?

Introduction - High Velocity Accounting

Hello to the Service Titan Community . My name is Brett Neal, and with my wife Seasha Neal, we are here to learn and share ideas about Service Titan. My first one would be getting Service Titan to match deposits in QBO, haha! But, seriously, we are l...

HVA Logo - Navy Inverted - small.png BrettandSeash.jpg
brettneal by New Contributor
  • 2752 Views
  • 3 replies
  • 4 kudos

Resolved! Dumb question of the day!

Can anybody explain to me what the "Allow AR?" checkbox does in the Customer settings? I can't seem to find much info about it. (yep, this seems like a pretty embarrassing question.)

Screen Shot 2022-05-04 at 1.51.34 PM.png
LeonWright by ServiceTitan Certified Administrator
  • 3689 Views
  • 4 replies
  • 0 kudos

Accepting Apple Pay

I've reached out to the Payment Team about being able to accept Apple Pay in ST. The response was that we can accept Apple Pay with the chip readers out in the field. What I am wanting to do is accept Apple Pay / or have the customer be able to pay u...

Resolved! Report by terms

Is there report to show payment terms for customers. Is this possible? I've looked through reports and don't find "terms" as an option. This would be a great report!

janet_da by ServiceTitan Certified Administrator
  • 2665 Views
  • 2 replies
  • 2 kudos

Resolved! Sales by item - Report

Hello all Is there any report where I can see sales by item? I would like to know how many times we've sold an specific item (it's service, no trackable).ThanksJuliana

julianaf by New Contributor III
  • 2899 Views
  • 2 replies
  • 0 kudos

P&L Statement

What are some best practices or preferred methods of pulling a P&L Statement? Thank you in advance!Nik Lawhorn

nik_lawh by ServiceTitan Certified Administrator
  • 4083 Views
  • 4 replies
  • 2 kudos