Accounting

GreenSky Fee

How to adjust invoice for Green Sky Fee?

Service Titan To Sage Integration: Invoice Numbers Between To Platforms do not match

We have found that during reconciliation between Service Titan & Intacct Sage, our accounting software. The Two Invoice numbers do not match. We have been advised by Both Intacct & Bakertilly that this is due in part to the integration that Service T...

Resolved! Is it possible to export patial payments before exporting invoice?

In our business operations, we often encounter situations where partial payments are received from customers before the final invoice is generated. This occurs for various reasons, such as phased project completions or partial payments made in advanc...

Process in Collection

Hello Guys! Just like to ask and know another process. What do you do for collecting? What is your process for that? Do you use something outside of Service Titan or just Service Titan?Appreciate you all

Resolved! Editing the total cost in a purchase order

There should be a way to edit the total cost per item on a purchase order. Currently we are only able to edit the individual item cost. There are times we are a few cents off due to rounding, and it would make it much easier to be able to edit the to...

Warranty/3rd Party Warranty and Ensuring our Accounting is Right

Hey Guys - Need some help here!We are trying to create an efficient way to manage warranties on equipment but cannot seem to find a way. Here are the scenarios. Manufacturer Warranty: If we service equipment under warranty we will be charging the cus...

Vendor paid with credit card, shows as needs to be paid still in QBD

Hi all, Seeing an issue with orders placed via a vendor's website where the payment is immediately charged to a credit card. When we create a PO to represent this order(create as sent) and then receive it, after being exported this shows in QB Deskto...

Alert for Returns being Credited

Would it be possible to have an alert type for when returns are credited that can be sorted by business unit. The reason/use for this alert would notify the managers of those business units that a return has been credited. It would also be great to h...

Resolved! Financing Issue

Only one of my technicians is having an issue with greensky not working on their tablet. we have completed the training multiple times and its still not working.Has anyone else experienced this issue?

Tasks No Longer Showing Up On Invoices

We can no longer get tasks to show up on our invoices. All that displays on invoices are the job summary and job total. I have tried every setting and configuration I know of to fix this issue, but nothing is working. We are getting some upset custom...

ServiceTitan Community

Posts

GreenSky Fee

Service Titan To Sage Integration: Invoice Numbers Between To Platforms do not match

Resolved! Is it possible to export patial payments before exporting invoice?

Process in Collection

Resolved! Editing the total cost in a purchase order

Warranty/3rd Party Warranty and Ensuring our Accounting is Right

Vendor paid with credit card, shows as needs to be paid still in QBD

Alert for Returns being Credited

Resolved! Financing Issue

Tasks No Longer Showing Up On Invoices

Invoices

Payment Confirmation Email?

Variances between Service Titan sales tax calculat...

Is it possible to use a 3rd party payment processo...

Feedback Needed: Credit Memo Feature

Customer Collections

How Do I Fix QuickBooks Point Of Sale Unexpected E...

Trying to Understand the Customer Payments and Ban...

QB Desktop Premier Plus 2024 & ST Web Connector

Having materials show up as a single line on the i...