Accounting
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Invoice Types?

We have a couple of different invoice types, but I am wondering why. What are the best practices and why? The only thing I could find was the ability to run an AR report based on invoice type. Is there a way to create an Invoice type default?

sjaeger by ServiceTitan Certified Administrator
  • 2066 Views
  • 2 replies
  • 1 kudos

Resolved! Invoice Details - Customer Provided P.O.

There are a some cases where our customers have to provide us with a P.O. for a commercial membership sale/renewal. The only place to add this P.O. is under the invoice summary or under the task description itself. I think it would be nice to have a ...

emilybur by New Contributor II
  • 3127 Views
  • 2 replies
  • 0 kudos