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104 results
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Feature Request: Ability to Apply Custom Dollar Di...

by J-Pauley in Accounting
‎03-20-2025 09:16 AM
2 Kudos
‎03-20-2025 09:16 AM
2 Kudos
Problem Currently, there is no way to apply a specific dollar amount discount (e.g., $178.42) to an estimate in the field without creating a new discount item each time. This limitation creates inef...
Labels:
  • Labels:
  • Financial Reporting
  • Invoice-Estimate or Statement PDF

Review posted invoices for tax zones

by LizzySG in Accounting
‎03-11-2025 06:07 AM
‎03-11-2025 06:07 AM
Hello, I've been trying to help bring out titan score up along with understanding more about Service titan. We have been on ST for around a year. I have gone through invoices and customers many times...
Labels:
  • Labels:
  • Tax Setup

Is there anyway to email payment receipts to custo...

by Previous ContributorPrevious Contributor in Accounting
‎06-07-2021 09:58 AM
4 Kudos
‎06-07-2021 09:58 AM
4 Kudos

Customer Collections

by jnoone in Accounting
‎01-31-2024 10:12 AM
‎01-31-2024 10:12 AM
Does anyone have a good process for following up on invoices at regular intervals for collections? I need my collections department to have a process for this that works with ST and so far I am unabl...
Labels:
  • Labels:
  • Job Costing-Accounting
  • Payment Collections

How Do I Fix QuickBooks Point Of Sale Unexpected E...

by loriilsonw63 in Accounting
‎08-09-2024 04:10 AM
‎08-09-2024 04:10 AM
We’re encountering unexpected errors with QuickBooks Point of Sale. The system crashes during transactions and displays random error codes. Has anyone faced similar issues? Any guidance on troublesho...
Labels:
  • Labels:
  • Counter Sales or Point of Sales

Trying to Understand the Customer Payments and Ban...

by KBlank87 in Accounting
‎07-23-2024 05:06 PM
1 Kudo
‎07-23-2024 05:06 PM
1 Kudo
...s the accounting page under customer payments says there is over $100K in undeposited funds. I know that's not true because it is deposited in Quick Books. If I deposit them in Service Titan will it m...
Labels:
  • Labels:
  • Payment Collections
  • Payment Terms

QB Desktop Premier Plus 2024 & ST Web Connector

by rpameritemp in Accounting
‎05-29-2024 10:41 AM
‎05-29-2024 10:41 AM
Hello! Wanted to know if ServiceTitan Web Connector is compatible with QB Desktop Premier Plus 2024 before I upgrade. On the installation how-to website it mentions 2022, but not 2024. 
Labels:
  • Labels:
  • Web Connector

Having materials show up as a single line on the i...

by IAllen in Accounting
‎05-16-2024 08:50 AM
1 Kudo
‎05-16-2024 08:50 AM
1 Kudo
We just started with ST.  Prior to ST we would list labor and materials as single line items on the invoice.  Is there a way to have all of the materials on the invoice be combined into a s...
Labels:
  • Labels:
  • Invoice Items

What are rebate best practices?

by mollys ServiceTitan Certified Administrator in Accounting
‎04-09-2024 07:20 AM
‎04-09-2024 07:20 AM
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 j...
Labels:
  • Labels:
  • Invoice Items
  • Job Costing-Accounting

Techs REQUIRED to be Assigned to Materials/Equipme...

by kluark in Accounting
‎03-13-2024 02:41 PM
1 Kudo
‎03-13-2024 02:41 PM
1 Kudo
...itan forces me to assign a tech to every. single. line item before I am able to export the invoice to our accounting software (QB desktop). A lot of invoices I send out have 20+ material/equipment i...
Labels:
  • Labels:
  • Batching Process
  • Details - Invoicing
  • Export Error - Other
  • Invoice Items
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