Accounting

Resolved! Customer Payments

We've had a couple situations where we had a customer send in a singular check meant for two accounts, is there a way to apply that to the two separate accounts, or is that not doable?

Changing Bill To Customer After Exporting

Does any one else have issues with customers wanting bill to information changed after an invoice has already been exported. We run into this fairly often where the party that pays for the bill then forwards it to someone else and they want the bill ...

Tags on the invoice screen?

Does anyone know of a way for TAGS to show up on the invoice screen? We currently utilize tags to track jobs that need to be filed under extended warranty. These are jobs that we will not bill the customer for, since they have an extended warranty co...

NY Capital Improvement Process in ST - Advice

We operate solely in NYS, and to comply with NYS capital improvement laws, when a job meets the CI criteria, rather than collecting tax from the customer like on our regular service/maintenance jobs, it is our responsibility to sum the total of parts...

Tax Setup for Flat Rate Residential Service Work in CT

I'm wondering how other flat-rate HVAC / Plumbing companies in Connecticut set up their taxes in ServiceTitan. Should a flat rate service company setup a tax zone with a material tax rate or service tax rate of 6.35%? The problem is, with enhanced sa...

Is anybody paying "use tax"??? I would love to talk to you!!!

I need to find a way to report on material (inventory & noninventory) costs listed on in progress jobs so we can accurately pay our use tax each month.

Placement for Technician Notes

It would be great if above the invoice summary there was a box called technician notes where they would live and not populate onto the invoice. The process for our company at the moment is the technician notes and billing notes have to be copied and ...

Duplicate items

I'm wondering if others have the issue with duplicate items on an invoice and how you find them easily.It would be nice to be able to sort and find any duplicates and/or it notifies tech's & sales doing estimates they already had that item on there.

Partial Payments for jobs not ready to complete.

How do you deal with partial payments? Several of our customers pay a deposit and then the rest upon completion of the job. The problem is I can't batch and export the invoice until the job is marked complete. So how do I batch and export the payment...

Invoice Templates

Hey everyone!Our company is looking to update our verbiage on our invoices. Anyone willing to share some ideas of their invoice message, authorization paragraph, and acknowledgement paragraph?Thanks in advance!!!

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