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Accounting

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After this last update I have a new line in my select a Batch tab called View Posted Batches. These are all OLD batches that have been exported and I'm trying to figure out WTH

Is there a way to edit the statement categories or layout? It would be nice to clean this up and be able to use it more.

I have a customer that says we charged her 2 times on her cc and she sent me the statement. I dont see anywhere on her account that we did. Can you help me find it so i can refund and unapplied payment

Can anyone please tell me where I would find things such as how to enter and receive a purchase order? Or how to reconcile credit card statements. Basic Admin duties. Mostly everything I see is for call center or doing a tech call but nothing for Admin.

Is it just me or is the new update for accounting to access batches completely awful? It is so much more confusing .

Is there anyway to email payment receipts to customers as opposed to having to send the invoice with a $0.00 balance?

Just looking for ideas of how everyone handles their collections of outstanding invoices Thanks

What can we do about the web appointment scheduler assigning a specific BU to a request for service? IE Having someone book an appointment for a PM service when we don't have a PM tech available for the time frame a client is requesting.

Hi! Looking for others that BILL FROM THE OFFICE SIDE! Our techs do not add charges to invoices or collect payment on the job bc we are mainly new construction. How do you tell your techs to "complete" appointments so you can keep track of which to bill?

I have seen where several people have asked about signing documents electronically. (docusign, etc...) Can anyone tell me if as of today 4/28/21 if Service Titan has this capability?

Unanswered Topics

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Author

Posted

Editing a Tech's driving time

‎09-12-2023 01:30 PM

Invoice Assistant

‎07-31-2023 09:52 AM

Online payment links on "counter sales" no longer ...

‎05-11-2023 09:28 AM

Default amounts when selecting payment type

‎12-16-2022 12:47 PM

EXPORTED DOWN PAYMENT FROM CUSTOMERS BUT DID NOT S...

‎12-08-2022 03:08 PM

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