ServiceTitan Community

If you click on the refund icon next to a payment why does it not create a refund "payment" so that the invoice�s balance is accurate?!

It will process a refund to the credit card, but it doesn't change the balance due on an invoice and because it doesn't allow a negative payment I cannot manually enter one. I have to create an adjustment invoice (after the original has been exported...

Is it possible to set up automatic payments for an Invoice? Not for a membership, but for a regular invoice.

I have several customers we offer payment plans to and it would be nice to be able to set up auto-payments for that to occur each month.

Purchase Orders and Pricebook need to be enhanced to work better together. When receiving a Purchase Order, price changes should automatically update in the pricebook. we should not have to take an extra step to update the cost in the Pricebook

I like the new option for collecting and applying payments but it took away the option to batch payments from the invoice screen. This was a crucial part of my workflow. Any help on a work around or maybe ST will bring back that option!

When booking a job, the start date auto-fill's as today's date. Can I deactivate this feature? It is far to easy to accidentally book a job for the wrong date.

Is there a proper way to take down payments for projects that will be completed in another period? Also having issues with exporting down payments to QBO.

How to refund an invoice(deposit made for job) so it doesn't count as revenue

Deferred revenue entries print on the clients invoice. It can be confusing to customers to have internal accounting items printed out on their invoice. Is there a fix or workaround that anyone is aware of?

Does anyone have a online payments solution that uses ST & Quickbooks?

i ran a visa thru the ST processor, but paid the wrong invoice. do i have to void the cc pymt and re-run it,or can i unapply it and re-apply it to a different invoice