Accounting

SMS Customer Statement Log / Invoices

Can there be a section that shows invoicing history for SMS? Similar to the Marketing Activity section. Can there also be an email & sms history of all invoices? even the ones that are not attached to a job

Customer Statement Log / Invoices

Can those sections also be available on a location profile too?

Document Templates - Invoices

Standard Invoices, Project Invoices, and Estimates - have been unable to successfully edit & publish the template to allow office staff to easily tri-fold the piece of paper and have the Company Address & Bill To Address show up in a standard 2-Windo...

Invoices

I feel like it would be a lot easier if we had an option to add an invoice under a job without having to create a whole new job. And the technician being able to create an estimate on the app under a customer without having to book another job for it

Payment Confirmation Email?

Is there a way to send a confirmation email when payment is taken over the phone for multiple invoices? Currently the only way we're aware to send a "receipt" is by sending every individual invoice that was charged instead of one confirmation.Thank y...

Variances between Service Titan sales tax calculations and QuickBooks Online sales tax calculations

Since the sales tax setup in Service Titan is at the zip code level and in QuickBooks Online, the automatic sales tax calculations are at the street address level, we run into a lot of situations where the taxes do not match between Service Titan and...

Is it possible to use a 3rd party payment processor?

Looking at options to use a 3rd party payment processor/gateway.How do we set up or change that? is it possible? or does Service Titan lock it into only their processor?

Feedback Needed: Credit Memo Feature

Hi ServiceTitan Community,I’m Zoey from ServiceTitan Experience Research Team.We’re running a new round of product research about the Credit Memo feature and we’d really value your opinions and insights. Do you have a moment to complete this short su...

AR Management Invoice Export Status Options

We would like to be able to send out Batched, Posted & Exported invoices to customers. Our customers have requested that we send all open invoices instead of just past due invoices. To make this possible there needs to be an option added which allows...

Failed Payments are showing up on statements now! Is anyone else upset?

Failed payments didn't use to show up on statements, but now they do! We like to track failed payments to monitor how well a customer pays their bills, so we don't delete them from the invoices. Now failed payments are showing up on the statements an...

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SMS Customer Statement Log / Invoices

Customer Statement Log / Invoices

Document Templates - Invoices

Invoices

Payment Confirmation Email?

Variances between Service Titan sales tax calculations and QuickBooks Online sales tax calculations

Is it possible to use a 3rd party payment processor?

Feedback Needed: Credit Memo Feature

AR Management Invoice Export Status Options

Failed Payments are showing up on statements now! Is anyone else upset?

SMS Customer Statement Log / Invoices

Customer Statement Log / Invoices

Document Templates - Invoices

Invoices

Payment Confirmation Email?

Customer Collections

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

Trying to Understand the Customer Payments and Ban...

QB Desktop Premier Plus 2024 & ST Web Connector

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