ServiceTitan Community

jbulman · 03-19-2024

Please vote for this idea if you like and would find it useful! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6550Open Balances and AR management are an important "follow up" workflow, but there is no dedicated place to make notes, have ...

jbulman · 02-02-2023

Does anyone else have the issue on the new invoice table from the customer page and now the transaction hub where the invoice was reduced with an adjustment invoice but it is still showing as overdue?This is also making the invoice show up in the new...

jbulman · 02-01-2023

I like the new customer page and the transaction hub, however, invoices that have been paid by other refunds, or adjustments that weren't started from that invoice are showing as past due. I can't find a way to apply those adjustments to the open inv...

jbulman · 03-12-2024

I know what you mean and 100% agree. I was with in-person support at Pantheon trying to figure out a better workflow. This is for when we sell a membership from the office and can't add on other non-membership tasks, such as a coupon to reduce the ba...

jbulman · 03-07-2024

Here is the knowledge base for the recommended workflow through Service Titan. https://help.servicetitan.com/recommended-workflow/finance-fees-buydown-recommended-workflowThere are two components to recording finance fees - 1. Recording the fee for t...

jbulman · 02-21-2024

We have Quickbooks Desktop

jbulman · 01-31-2024

Do you have the "enable deposit workflow" setting turned on in payment collections? While it won't solve the workflow issues when trying to collect a deposit outside of mobile - it could provide an option to export an unapplied payment as a liability...

jbulman · 01-30-2024

I don't use the auto-batching for the bills/returns so I'm not quite sure if this would help your AP team, but it might be something to look into because it has been great for us using it on the invoices.

ServiceTitan Community

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Follow Up for AR Management

Paid Status is wrong

New customer page and New Transaction Hub for invoices - invoices showing overdue that are paid

Re: Discounts on Membership Invoices

Re: GreenSky Fee

Re: Collecting Customer Deposits and Managing Sold Estimates

Re: Collecting Customer Deposits and Managing Sold Estimates

Re: Accounting/Vendor Receipts table filters