Set the tech up as a "Vendor" like this: Last Name, First Name - V.
Then, choose the tech's vendor name on the PO, rather than the store he
purchased the product from. When it exports to QB as a bill it will
automatically be set up to pay the tech wi...
Batch your invoices separately from payments. And make a separate batch
for each payment type. One Batch for daily bank deposit of cash & check
payments. Another batch for mobile check capture deposits. Another batch
for credit card deposits. For eas...
I had a similar scenario last month. I talked with Profitstars customer
service and I was guided to reach out to paymentsupport@servicetitan.com
with details. Then, they went to the Profitstars portal to initiate the
void process.
