Keeping tracks of payments made to a vendor

New Contributor

Hello everyone!

We are trying to do a better job at tracking job costs and we have run into the issue of having to keep track of the payments being made to the vendors for which we have added PO and turn this information into some sort of balance report. 

How can I tackle this specific task? 

Thank you everyone for your contribution!


ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @TLD_KSMR, I think that using Requisition and Invoice Close out may be helpful here.  You can use requisitions in place of PO's, these are stored on the project associated with your jobs.  Once you have received and paid for the Vendors Bill then you can go to the invoice the items were consumed on and add the purchased items.  This way no purchasing costs would hit job costing until it has been placed on the invoice.

Former Titan

Hi @TLD_KSMR - welcome to the ServiceTitan Community and congratulations on your first post! 🎉

Let's see if we can get you some answers. @Jeremy_Wick would you have any suggestions or best practices on this?