How do I change invoice numbering to 5 digits and export purchase orders as credit card charges in ServiceTitan?

Problem

Currently, invoices use 8-digit numbers, leading to 11-digit purchase order (PO) numbers. Also, POs export as vendor bills in QuickBooks Online, which is not ideal for POs paid with a credit card.

Solution

Adjust invoice numbering and manage PO exports in ServiceTitan and QuickBooks Online.

Adjusting Automatic Bill Creation for Received POs

1. In ServiceTitan, go to the navigation bar and click Settings.

2. In the side panel, go to Purchasing > Configuration.

3. Locate the Automatically Create Bill when PO is Received setting.

4. Disable this setting to stop automatic vendor bill creation for received POs.

5. When a PO is received, manually create a bill from the receipt page for those POs you know will have a vendor bill sent.