Accounting

Start Job Date in the Invoice

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.

Charge Same-Day Cancellation Fee

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...

Credit Card Fees

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...

Resolved! Business Units

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...

Automatically tag based on down payment?

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...

Cleaning up invoices

We just started using Servicetitan a year ago, some jobs from our new construction department got transferred over and we have invoices that show a balance but the bill has been paid. I remember watching a training video on how to bring an invoice ba...

Bulk Edit chargeable items

This isn't my idea but also would be great to have it.Go vote for it.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3337

Memberships/Recurring Billing not Charging Sales Tax for "all locations"

I noticed that memberships that are set to "all locations" are not calculating sales tax. Our system is setup to calculate sales tax based on the zip code that corresponds with a tax zone. Recurring billing invoices (Membership invoices) that are und...

Resolved! Creating Invoice Without A Job

I've worked with two companies that have used ServiceTitan. While at my previous company I was able to create an invoice for a customer without having to create a job first. There was always a button on the customer page that said "create invoice". T...

Invoice Date / Completion Date - Payroll Detail Report

It would be awesome if the invoice date was always the same as the completion date. If someone accidentally completes a job and then it is reopened/rescheduled, the invoice date stays as the date it was first completed. If the invoice date is not man...

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