Does anyone have a better solution to printing and emailing customer statements, so there is a total outstanding amount clearly called out on the statement?The current PDF groups balances not yet due along with balances that are up to 30 days past du...
Is there a way to edit the columns on a customer statement?
Is there no easy way to move payments from one account to another?
Is anyone else's auto batching not working? Our invoices are not auto batching and our credit card payments are not either. Support has not gotten back to me, so is anyone else having this issue?
I need to apply a credit to an invoice that has been exported, but no payment has been made as of yet. Can I just apply a refund through the payment screen or do I need to do an invoice adjustment?
Hello,I am curious if there is a report within Service Titan that allows the users to Reconcile the Cost of Sales Accounts (i.e., Materials, Equipment, Labor) to QuickBooks that is similar to the Revenue by Account report that is used to reconcile th...
When running the AR Transaction and AR Transaction by Customer Report, how are the aging buckets being calculated? Are the aging buckets based on invoice date or invoice due date? Additionally, I am noticing instances where the total column in the re...
I am currently trying to export a couple invoices and payments. However I am getting an error msg saying 500- internalservererrorr. What does this mean. I tried pulling a pending export report but there is no errors on there. Not sure why this is all...
I was at Pantheon this week and got to speak with Gene Jaeger about Audit Trails for Invoices. It would be awesome to be able to see it, on the invoice page itself, and Not have to go to Job page to view it.Now I am seeing another HUGE reason to have...
We are considered a contractor in Florida. In Florida once a job is over $5,000 you don't need to charge the county surtax, only the state sales tax rate. Many of our larger jobs are well over $5,000. Not charging the surtax on larger jobs can save o...
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