Hi all, We are attempting to pull accurate reporting for the customers we have actually billed and what they currently owe, as of now it shows balances of jobs that are currently open and pending further job scheduling. What reports do you use so tha...
When I go to the AR Management section of the Accounting page to enter checks I get this Page Unresponsive error after every single check. Waiting just gives me the error again so I have to hit the Exit button each time I enter a check. This has been...
Customer credits are not listed in the AR report in ST, but they are in QB, which makes reconciling a pain. Is there a way to add credits onto the AR report?
The monthly customer statements include invoices that have not been finalized and exported yet - these are pending invoices that have work to be completed in the future. Needless to say this is not what the customers want, or should be seeing. We wou...
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...
I was looking for a best practice method and wondered if anyone could assist with this accounting module question. I'm trying to develop a good workflow to follow as a newer ServiceTitan user. I've been told the best practice is to batch daily for in...
Is there a way to set an alert or anything that we could get when and account is coming up on it's due date? We have commercial and residential customers and have their terms set up in for each one but it would be nice if we had a way to look at invo...
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...
Customer balances in ST should only reflect invoices that have been audited, posted, and exported- not a running total of all jobs in progress... please upvote my idea !! 1-2751
Before this recent update, if I did not know a customer or invoice number, but received a payment, I could search for that under "Invoice" and put that in the "Balance" or "Total" for the amount received and could 99% of the time, find out who it sho...
