Am I the only one that absolutely can not keep it straight about when to add an adjustment invoice for negative payment (refund check for overpayment)? Or how to apply the correct amount and which task to delete to have it show up as a balance and no...
I used to be able to go to invoice, click Collect and Apply Payment, and the invoice would be selected under the Apply to Invoice section on the Collect and Apply Payments screen. Now I have to search for the invoice, as it is now labeled as the invo...
Is there a way to add a tag to a job once an invoice has been paid? i.e. We require 50% deposits for some of our jobs before we can schedule the work. Is there an option to have a tag automatically added to the job, as soon as the customer has paid t...
Hi, When I have a customer paying almost 100 invoices at once, who list the invoices they're paying in order of value, I generally click on the balance column to sort it according to that header. But now you can't sort ANY columns in the collect paym...
Good afternoon,So we had 5 payment types active in our system for when we collect a payment in the office. We added a new one and when we went back to collect more payments a few days later, only 3 were available even though we checked and made sure ...
Hi ServiceTitan Community,I’m Zoey from ServiceTitan Experience Research Team.We’re running a new round of product research about the Credit Memo feature and we’d really value your opinions and insights. Do you have a moment to complete this short su...
This week it started when I go to collect and apply payment, it's somewhat greyed out then I will select my payment method, it will "move" my choice to whatever is on top and I have to reselect the correct payment type, click outside of that box for ...
Hello! I am trying to make sense of the Customer Payments and Bank Deposit tabs. We have an accountant who manually enters the payments into Quick Books and the appropriate Service Titan invoices, so jobs are being marked as paid. We don't do anythin...
Why is "Approved" now being put in the memo on Credit Card payment? I mean, the Transaction Status already states "Success."We use the Memo for card info or if someone other than the customer paid. So I am having to delete the "Approved" on every tra...
Can you recommend a local company that offers bookkeeping services? I may be looking to outsource a position at our company. We would require bookkeeping, commercial invoicing, AP, and AR. I you could point me in the right direction I would much appr...
