Accounting

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?

Hello Titans! I was wondering if anyone has had an issue with AIA billing, and getting to 100% and it wont process $0.01? It has happened several times on my end where, say for example there is $609.10 left to bill and we go to bill that amount to bi...

Resolved! What are rebate best practices?

Hi All, How are we putting rebates on invoices? These specific rebates are not instant rebates so they will not affect the invoice price. Are we creating a Task and changing the description? Are we just including it in the body of the estimate descri...

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! Editing the total cost in a purchase order

There should be a way to edit the total cost per item on a purchase order. Currently we are only able to edit the individual item cost. There are times we are a few cents off due to rounding, and it would make it much easier to be able to edit the to...

Warranty/3rd Party Warranty and Ensuring our Accounting is Right

Hey Guys - Need some help here!We are trying to create an efficient way to manage warranties on equipment but cannot seem to find a way. Here are the scenarios. Manufacturer Warranty: If we service equipment under warranty we will be charging the cus...

Tasks No Longer Showing Up On Invoices

We can no longer get tasks to show up on our invoices. All that displays on invoices are the job summary and job total. I have tried every setting and configuration I know of to fix this issue, but nothing is working. We are getting some upset custom...

Editing Credit Card payments on Invoices

WHY, WHY, WHY, WHY!!!???Why did they have to change Credit Card payments on the Invoice? Now you can't edit the card payment from the invoice. Or delete a $0 failed payment. NOW after the last update; you have to go to the Customer Profile page, then...

Assign Invoice Notification Idea

Found this idea and figured I would promote it...just starting to dig into invoice assignment.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4340

Payment Terms

Hello All,I have searched the current community boards and have not been able to locate assistance in this specific topic and maybe I'm missing a setting in Titan. I wanted to check with the community.In the initial Customer set-up, the ST system all...

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