Costco Invoice workflow for Service Titan and Quickbooks

generala2
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

My company is a vendor for HVAC equipment being sold through COSTCO. We sell a job for a set amount and the customer pays COSTCO directly and Costco sends us a payment that is 10% less the job. That 10% is for the Costco cash card. Is there anyone in here who also is a Costco vendor? What is your workflow look like in terms of invoicing and showing the payments and cash cards? 

2 REPLIES 2

roushk
New Contributor III

Here is a knowledge base link to a Finance Fees/Buy Down Workflow that we use with our financed customers and Lowes customers:

https://help.servicetitan.com/recommended-workflow/finance-fees-buydown-recommended-workflow

 

AlexDukhin
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We have this situation with financing and home depot.  What we do is create a negative task for the discounted revenue.  You would want to put it into an item group so that the customer does not see it if you need to send them the invoice again.