On an almost daily basis we get Emails from customers thinking we did not apply their payment. Despite the payment showing on the invoice, they still overlook it. Our old system had a huge red PAID STAMP. This prevented any confusion and made it clea...
In Texas, we pay sales tax on a cash basis - meaning we only pay sales tax when it is collected, not when it is billed.We usually use Quickbooks for all our sales tax reporting, but have been having terrible issues with our file. In the interim, we a...
Is there a way to turn off/revoke individual employee's permissions to not be able to edit an invoice once it's been batched? We've had a few issues lately where invoices have been checked and batched, but not yet exported, and an employee will not n...
The payment link has stopped showing up on statements for imported customers. It's just a blank spot in the email. Since we are still in our first year with ST, 95% of the customers are imported so the statement functionality is broken for us. This h...
Hello!ST only has one email invoice template for all business units. We would like to be able to change the invoice template by business unit. We need to word some of the emails differently based on the business unit. Any ideas? Thanks!
We are a plumbing/HVAC company fairly new to ST. We perform work for contractors as well as homeowners. Our contractors and some customers have multiple job locations. I'm wondering, How do other companies have ST Web Connect set up to export invoice...
We received an overpayment from a customer. In the past we could just add the full amount of the payment received leaving a negative balance on the account, then issue a refund-credit card in a negative amount and were done. The refund was processed ...
This is confusing and cumbersome and has increased our workflow times 4. Even the webinar is hard to follow. Why are we fixing things that aren't broken? I used to could add a refund without an adjustment invoice and could see that refund on that inv...
The new refund process is cumbersome and unnecessary. Before you could simply enter a negative refund payment and the process is complete. Now you have to go through multiple steps of creating adjustment invoices and and adding tasks and then deletin...
Hello!I was reviewing an estimate for a customer today as the digital version (estimate.myservictitan.com) and came across a few issues. It would be great if we could adjust the style/layout of the page overall but a big red flag for us is the price ...
