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can we get a credit card swiper to be used on a computer

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...

sally by New Contributor
  • 438 Views
  • 2 replies
  • 4 kudos

QuickBooks Desktop Classes

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...

Customer Statement - Outstanding Balances??

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...

jpovey by New Contributor III
  • 890 Views
  • 2 replies
  • 3 kudos

Customer Stement

Is there a way to edit the columns on a customer statement?

acaroluzzi by ServiceTitan Certified Administrator
  • 1176 Views
  • 5 replies
  • 1 kudos

Moving Payments

Is there no easy way to move payments from one account to another?

SheriKro by New Contributor II
  • 1032 Views
  • 4 replies
  • 1 kudos

AutoBatching not working?

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?

KristinS1 by ServiceTitan Certified Administrator
  • 1756 Views
  • 9 replies
  • 0 kudos

Resolved! Applying a credit/refund to an exported invoice.

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?

gamorosano by New Contributor II
  • 2390 Views
  • 7 replies
  • 0 kudos

Cost of Sales Mapping and Reconciliation Report

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...

Marc2023 by New Contributor
  • 847 Views
  • 3 replies
  • 0 kudos