Is there any way possible to create or run a report that shows jobs that may have an outstanding balance open or closed? I have run the the report for Jobs without payment however that is not all the payments we are missing and I cannot seem to find a report that does such a thing.
Hi @dianam8686 the Job Completed Detail Report should capture what you need, make sure you have the "balance" column selected. But you can also look in the Accounting tab>AR Management>filter for balance greater than $1 and that will give you all customer balances. A third way would be to go to the Accounting tab>Invoices and filter by invoice balance greater then $1. From the accounting tab and the invoice hub you can bulk email/print all the unpaid invoices also.
Hopefully one of those will work for you!
I think this works however I am running into issues. I am new to the company however things were not exactly done right when we started using ServiceTitan. The issue that I am running into is that I am showing balances on accounts that should not have a balance. Do you know how to fix or eliminate those from this? Thank you!
If your accounting software shows a zero balance, you can make an adjustment invoice for the negative amount and bypass export it or if its a lot of customers/jobs you can try to gather the data by cross referencing (however your finding the discrepancies) and ask your CSM to do a data clean up to reflect the zero balance.