Collections and Tasks
Hello,Does anyone use the Task feature in ST when doing collections on customers?
Hello,Does anyone use the Task feature in ST when doing collections on customers?
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 ...
Is there a way to "pull" invoices back to ST for editing? We are having a time with NSF's for ACH's due to incorrect account numbers being entered in the field. This would make things much easier if this is possible as opposed to making an adjustment...
Hello ServiceTitan Community!New to ServiceTitan here, in the Garage Door industry! We're in need of some extensive help and recommendations on how you all record taking a customer deposit. Putting the Pricebook aside, we all understand how customiza...
Would like to be able to disable invoice types that are not being used to reduce potential issues in accounting.
I have quickbooks online, and the bills will export over but they don't export with a class, Why is this? I was told that it wouldn't have class, it needs to have a class
Is there no easy way to move payments from one account to another?
When running the AR Transaction and AR Transaction by Customer Report, how are the aging buckets being calculated? Are the aging buckets based on invoice date or invoice due date? Additionally, I am noticing instances where the total column in the re...
I'm struggling with situations where I need to research AR activity on a customer account. For example, I may have a job that involved multiple adjustment invoices in addition to the original invoice as well a multiple payments.How can I look at a jo...
Why don't I see the Technicians invoice he sent out to the customer under the accounting tab under the "batched/unbatched invoices" and how do I fix this