...nowledge Base article, "Accounting Process for Bounced Checks: recommended workflow" that discusses this. In it, they say that if you need to process a negative check you can do so by creating an a...
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...
Has anyone else asked this question? How do we get our technician names on the invoices without having to manually type them into the job summary? Has anyone come up with a workaround?&nb...
I've worked with two companies that have used ServiceTitan. While at my previous company I was able to create an invoice for a customer without having to create a job first. There was always a button...
In Texas, we pay sales tax on a cash basis - meaning we only pay sales tax when it is collected, not when it is billed. We usually use Quickbooks for all our sales tax reporting, but have been havin...
When I go into ACCOUNTING then INVOICES on the left I am finding a boat load of old invoices dating back to 2000! How can I clear this out and clean it up without making a mess of QBO?
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...
I was looking for a best practice method and wondered if anyone could assist with this accounting module question. I'm trying to develop a good workflow to follow as a newer ServiceTitan user....
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...