Business Units when collecting payments.

[CheyenneRPHW]

I am hoping this is where I can get an answer.

I receive checks in the mail and when I go to the accounting tab and apply payments, search the invoice number or customer, select the check payment, it is asking me for a "business unit." I then have to go find the job and find what the business unit was. I do this for EVERY payment. Shouldn't Service Titan have the business unit saved? Is there a way to fix this? Is there another way to go about this? It just seems like too many steps, especially when we receive numerous checks each day.., The WORST part is when a customer calls to pay over the phone and they have to wait until I go find what business unit the job was. It's also TERRIBLE when a property management company sends a check for 30+ jobs, do I really have to go find the business unit for EACH job?? Please HELP! 

[dkmullins · Accepted solution]

On my side, if it's just one invoice it automatically populates.  If there's more than one invoice with multiple business units, you have to choose.  I usually just lump them all together and choose one of the business units.  I'm sure it's not ideal, but it hasn't affected any of my reports thus far.  And sure beats clicking and clicking and clicking.  

[April]

If a customer is wanting to pay multiple bills with different units, I usually run the payment for the total but separate the units.  This leaves a "credit" that I use to pay the other outstanding invoices.  So if they want to pay a bill that is $1500 and $500 is to electrical, $500 to plumbing, and $500 to HVAC I will apply the entire $1500 to the electrical invoice. This leaves a credit of $1000 which is will apply to the plumbing and HVAC invoices separately.  I hope that makes sense and cuts down your time when collecting payment.