Posts

"Pull" invoices from Quick Books for editing after exporting

Is there a way to "pull" invoices back to ST for editing? We are having a time with NSF's for ACH's due to incorrect account numbers being entered in the field. This would make things much easier if this is possible as opposed to making an adjustment...

eladner by New Contributor
  • 263 Views
  • 3 replies
  • 2 kudos

Collecting Customer Deposits and Managing Sold Estimates

Hello ServiceTitan Community!New to ServiceTitan here, in the Garage Door industry! We're in need of some extensive help and recommendations on how you all record taking a customer deposit. Putting the Pricebook aside, we all understand how customiza...

ZachHawk by New Contributor II
  • 581 Views
  • 12 replies
  • 3 kudos

bills exporting with class

I have quickbooks online, and the bills will export over but they don't export with a class, Why is this? I was told that it wouldn't have class, it needs to have a class

nashvill by New Contributor
  • 407 Views
  • 3 replies
  • 0 kudos

Moving Payments

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

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

Accounts Receivable Aging Report - ST reconciliation to QB

When running the AR Transaction and AR Transaction by Customer Report, how are the aging buckets being calculated? Are the aging buckets based on invoice date or invoice due date? Additionally, I am noticing instances where the total column in the re...

Marc2023 by New Contributor
  • 441 Views
  • 1 replies
  • 0 kudos

Managing a Customer's Billing History

I'm struggling with situations where I need to research AR activity on a customer account. For example, I may have a job that involved multiple adjustment invoices in addition to the original invoice as well a multiple payments.How can I look at a jo...

Mr_Tim by New Contributor
  • 427 Views
  • 1 replies
  • 1 kudos

Resolved! Technician Invoicing

Why don't I see the Technicians invoice he sent out to the customer under the accounting tab under the "batched/unbatched invoices" and how do I fix this

ap by New Contributor II
  • 792 Views
  • 2 replies
  • 1 kudos

Invoice Hub Review - Hold Status

What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?

Tonia0079 by ServiceTitan Certified Administrator
  • 481 Views
  • 2 replies
  • 0 kudos