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...
Not sure if this is where this question should be...So sorry in advance if this is the wrong place. I have technicians who aren't putting tasks in their invoices. What will this do in the long run? So, I have invoices that are for warranty calls whic...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4355It would make it easier if it is needed for just one invoice rather than the entire customer profile, just a thought.
Why can we not see our invoice comments when viewing the invoice in QB? Is there a way to get them turned on? We relied on this when researching customer history/complaints etc.
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?
Hello, I would like to add on the right side of my invoice where I can see for default the Invoice # Invoice Date Terms Completed Date Customer PO and Due Date, I want to add the start date of the Job.
Hi, Service Titan community! I searched this topic and found nothing in the advisor or discussions. We charge our customers a same-day cancellation fee, and I do not see a workflow for this process. I cannot add a fee to the invoice because any items...
For anyone charging a credit card fee, I have a couple questions. 1. Is the fee taxed? (same tax rules that apply to the invoice)2. Is the credit card fee also added to the estimate? Part of our reconciling process is to ensure the estimate and invoi...
Hello,Wondering what people do when an invoice is exported with the wrong Business Unit on it? ST has offered a very time consuming work around for this issue. For a software that prides itself for reporting, I find this issue creates inaccurate repo...
We require down payments prior to scheduling projects, and as of now, we have people manually converting "Down Payment Needed" tags to "Down Payment Received." We know that we can attach automatic tags to pricebook items and materials, but is there a...
