Edit an Exported payment

Why are there buttons on the invoice screen that we are not allowed to use?Example: On the invoice screen there are two buttons next to the payment (even AFTER the export is complete). 1 - edit. 2 - Delete. You can click on edit and and make the chan...

kboysen_ by New Contributor
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New Account Credit Feature - great idea, bad execution

I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...

vmoore by New Contributor II
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Payment duplicate

Am I the only one having an issue with payments duplicating when a tech takes a payment for a past bill and the bill for that day? this has happened every time now since the last update.

shawnsik by Contributor
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Resolved! Payment Collections-Credit Card Payments

Suddenly credit cards are no longer an option to select when using the new payment collection feature to put payments in. The way I process payments for some of our customers is one CC payment for multiple invoices, I am not able to put in or process...

Vickies by New Contributor II
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  • 1 kudos

Auto Apply Credits

It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...

jhuck by New Contributor
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  • 2 kudos

Payment Fail on Invoice - Vote for an Idea

Posted an idea this morning to keep failed payments listed on the invoice until we delete them so the customer can see we did try to take it. Go vote for it if you think it is a good one. Thanks.

dwhite45 by Contributor III
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Resolved! What do you do for payment receipts?

Curious to hear anyone else's solution to payment receipts, especially for credit card payments.Our challenge: There currently is not a feature to print payment receipts. You can print an invoice, which shows applied payments at the bottom, but there...

Resolved! Payment Deleted

We have an invoice where a technician, during training, ran his own card for a $17,432.00 payment. The payment didn't go through, and was deleted on the invoice. Now the payment is still showing on the Accounting page under unbatched payments. Is the...

Kayladeej by New Contributor II
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Monthly Billing and also using QuickBooks Enterprise

Looking to implement the monthly billing for memberships/Agreements, I have questions on how the work flow goes as far as exporting to Quickbooks and the invoicing. We are a fairly large company, looking for someone who has been utilizing this featur...

cmccloug by New Contributor
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QBO - Deposit WorkFlow

Currently, we are doing the deposit on future work and the create an adjustment invoice to collect that payment to make it work on QBO. This is a problem for many as I see it on the ServiceTitan Mastermind group on Facebook. I am wondering if this is...

chimcare by New Contributor II
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  • 0 kudos