I am told that you can't have a discount %, that calculates the taxable off too...or rather you can, but once it imports into QB desktop it will change it to non-taxable and it will look like a customer owes the tax on the discount.Does anyone succes...
Our company failed a PCI compliance test and I am curious if anyone has recommendations of service providers to help with the PCI compliance process and questionnaires? I am a little overwhelmed by the 150 questions about our computer network and hav...
We have an unacceptable amount of email invoice recipients which say they never received there emailed invoice.It would be very desirable we could log if they have opened the invoice and the date/time (similar to the estimate program). Better yet... ...
We operate solely in NYS, and to comply with NYS capital improvement laws, when a job meets the CI criteria, rather than collecting tax from the customer like on our regular service/maintenance jobs, it is our responsibility to sum the total of parts...
I'm wondering how other flat-rate HVAC / Plumbing companies in Connecticut set up their taxes in ServiceTitan. Should a flat rate service company setup a tax zone with a material tax rate or service tax rate of 6.35%? The problem is, with enhanced sa...
This is kind of an out there question, but for those of us who keep a hard copy of all the invoices as a backup for our business records, is there a way to set it up so that a completed invoice will print automatically either after payment is receive...
It would be so great to be able to use the mobile check capture feature from the office side for checks that get mailed from commercial customers. I would be happy to login to my office account on a mobile device to be able to capture the photos. Thi...
Since well before I started here, this company has always treated finance company fees, box store fees, etc. as a cost of sales item. So, if I sell a finance job for $1000, have materials & labor costs of $750, and pay a finance company fee of $50 I ...
I’ve spent a lot of time working in a test environment with the new Payment Collections system. One pitfall I fell into is a killer, but thanks to @plewis from Service Titan, (a very smart person on this process), I found a way out. Specifically, on ...
There are a some cases where our customers have to provide us with a P.O. for a commercial membership sale/renewal. The only place to add this P.O. is under the invoice summary or under the task description itself. I think it would be nice to have a ...
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