We've been using this workflow from the Knowledge Base in order to process our financing fees without having them appear to customers: https://help.servicetitan.com/recommended-workflow/2eqmw6ibNSBrtOyfcw0fQy. Unfortunately, this morning, we realized...
We had a $0 invoice at the time that a job was completed, and the invoice was exported. The customer called back later to pay for the services, so I created an adjustment invoice for this. This isn't a usual issue we have, but the customer was statin...
Hello. I need to unsell an estimate but the invoice has already been exported. Am I correct in assuming I need to add an adjustment invoice? Do the qty and price need to both be negative?Our accountant is on maternity leave so I am trying to figure t...
As many people know, in Quebec the official language is French and English. By government law all invoices must be in both languages. ServiceTitan only offers their default texts on invoices in English. I need to be able to configure my invoices so t...
I know different states have different rules regarding finance charges and late fees. However, it would be great if there was a setting that could be turned on that would automatically charge fees to invoices past their payment terms on a scheduled b...
Does anyone know if there is a way to stack discounts on an invoice? We offer a $1000 off discount on full system installs and have a 15% off a total for installs that are paid with cash or card. The 15% off discount is taken off after any dollar amo...
We received an overpayment from a customer. In the past we could just add the full amount of the payment received leaving a negative balance on the account, then issue a refund-credit card in a negative amount and were done. The refund was processed ...
Does anyone else have the issue on the new invoice table from the customer page and now the transaction hub where the invoice was reduced with an adjustment invoice but it is still showing as overdue?This is also making the invoice show up in the new...
I like the new customer page and the transaction hub, however, invoices that have been paid by other refunds, or adjustments that weren't started from that invoice are showing as past due. I can't find a way to apply those adjustments to the open inv...
This is an issue for us. Specifically on membership invoices that were created using the renew button. If the customer decides they don't want to move forward OR if we need to make a change ST won't let us sync the exported invoice with Quick Books. ...
