Accounting

Vendor invoice batching

Is anyone using CommercePayments for batching vendor invoices in ST & Sage Intacct? or another bill pay system like Avid or bills.com? That can give me feedback on your experience or suggestions.

My credit card payments haven't auto batched the past 2 days, my other payment methods are still auto batching. I work with multiple service titan accounts and none of them are batching credit card payments. Is anyone else having this issue?

Posted batches did not update the Classes field

I am not sure which forum this would go in. I apologize if it is not this one. I work for a MSP and we have a customer that has issues with their QB. Several months ago, their QB company file was having issues opening up. The company file was essenti...

Credit Card payment "Approved," why?

Why is "Approved" now being put in the memo on Credit Card payment? I mean, the Transaction Status already states "Success."We use the Memo for card info or if someone other than the customer paid. So I am having to delete the "Approved" on every tra...

Auto batching

Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations?

quickbooks training

Hello there I am looking for some training for Quickbooks and service titan I have never used quickbooks and do not want to point my team in the wrong direction for training please help if can

Workflow to Notify or Alert someone before closing a job out from the Office

Hi All! I'm looking for a creative way to have my admins get an alert or something that stops them from batching an invoice if there is still an open PO. We have a checklist but looking for something a bit more "loud". Thanks in advance!

Resolved! Techs REQUIRED to be Assigned to Materials/Equipment on Invoices Before Batch?! SOS

Hi everyone! I am having a pretty frustrating experience and I am really hoping this discussion board can help. When an invoice is created with materials/equipment, Service Titan forces me to assign a tech to every. single. line item before I am able...

Resolved! Is it possible to export patial payments before exporting invoice?

In our business operations, we often encounter situations where partial payments are received from customers before the final invoice is generated. This occurs for various reasons, such as phased project completions or partial payments made in advanc...

"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...

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