We have a customer that has overpaid on an invoice, but ServiceTitan only shows the negative balance on the customer record as a "Balance". Does anyone know of any way to convert this to a use...
Is there any way to have the invoice summary sent over to QB with the invoice? Some of our technicians put a lot of detail and time into their summaries and it is all missing from Quickbooks because ...
We are hitting a snag here. For accounting reasons, we would like to see the date the invoice was actually sent via email, and/or, have the ability to re-age the invoice based upon the date t...
We currently use QB 2020 desktop and we're quite happy with it. We don't use it for payroll, invoicing, or inventory etc. I do however download banking transactions monthly for reconciliations and it...
When we have to reschedule a customer we let them know that we are going to give them a $50 repair credit thanking them for being flexible and working with us. However at the moment we are just makin...
Is it possible to go into a customers' account, group up all outstanding invoices, and send them at once? I'm not sure if there is functionality for this yet. I'm stepping into a role here whe...
Hello, Wondering what people do when an invoice is exported with the wrong Business Unit on it? ST has offered a very time consuming work around for this issue. For a software that pride...
When I go to the AR Management section of the Accounting page to enter checks I get this Page Unresponsive error after every single check. Waiting just gives me the error again so I have to h...
Hi! We ae new to exporting PO's and although we have not begun tracking our inventory, we are trying to set ourselves up for that. I am trying to export a few Vendor bills from ST and have rec...