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How can I run a report to see all failed payments?
How can I run a report to see all failed payments?
Hi Friends! I'd love some votes on my new idea- https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5273 I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (need...
Why is there an Alert for "Payment Applied" for credit cards, but Not one for "Payment FAILED"???!!!It would be a HUGE help to be able to have an email Alert setup for when payments Failed. Even better is if had it also text an Alert to the tech to l...
Currently, when an invoice containing bundled items is printed, the bundle name is not displayed and the items in the bundle are individual line items. The items should remain in the bundle and the bundle name should be shown on the printed invoice.
Occassionally a customer will tip our technicians, usually with cash but sometimes on their check. How do I record this accurately? E.G. A customer wrote a check for $225, their invoice total was $200 and they tipped the tech $25.Do I need to add a l...
We are spending a lot of time and doing manual work each month end to reconcile Intacct to ServiceTitan that involves exporting reports from both systems, recreating item IDs, pivot tables, index/vlookup in excel. Mainly: ST Aggregate Inventory repor...
How does anyone handle this issue? When payments export before invoice batches do, we then have to use the "Fix Unapplied Customer Payments and Credits" tool in QB to match all those together. QB says they can't do anything, but is there something an...
Wondering if there is a way to get a credit card scanner hooked up to our main computer in our store to be used in service titan to collect payment for a over the counter sale in a invoice? Instead of manual entering a credit card each time on a invo...
Looking forward to seeing the invoices sent to QuickBooks by location under the main account owner.
We have an issue where anytime hours are tied into customer jobs it does not classify in QuickBooks Desktop. All other hours for office employees, idle time auto classify. The only thing not classifying is tech hours on a job.Any help or insight is a...
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