Hi All! I'm looking for a creative way to have my admins get an alert or something that stops them from batching an invoice if there is still an open PO. We have a checklist but looking for something a bit more "loud". Thanks in advance!
Please vote for this idea if you like and would find it useful! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6550Open Balances and AR management are an important "follow up" workflow, but there is no dedicated place to make notes, have ...
My company is a vendor for HVAC equipment being sold through COSTCO. We sell a job for a set amount and the customer pays COSTCO directly and Costco sends us a payment that is 10% less the job. That 10% is for the Costco cash card. Is there anyone in...
Can anyone who exports invoices to Quickbooks online please share which reports they use in QBO to compare revenue / income between ST and QBO?
Hi everyone! I am having a pretty frustrating experience and I am really hoping this discussion board can help. When an invoice is created with materials/equipment, Service Titan forces me to assign a tech to every. single. line item before I am able...
I am new to the ST platform and am hoping for a little assist.We had a warranty repair in 2023 that was completed. It was invoiced with a zero balance, which was batched and posted last year. (Not exported)We recently received a warranty payment for ...
How to adjust invoice for Green Sky Fee?
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...
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...
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
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