Can't enable Transaction Hub without Payment Terms

 Troubleshooting
Role: Administrator · Accountant · BookkeeperArea: Accounting · Transaction Hub · Payment Terms · All versions

Reason 1

This is intentional, not a bug.

Transaction Hub can't be enabled without Payment Terms because its modules need due dates to correctly bucket aging invoices and customer payments. Without payment terms, there's no due date to age those transactions against.

• You need the Edit payment terms permission to enable Payment Terms in ServiceTitan settings.

• Enabling Payment Terms sets a default term of Due Upon Receipt for both customers and vendors. You aren't required to set specific terms beyond that default.

Caution: If you use a QuickBooks integration, be aware that enabling Payment Terms in ServiceTitan overrides any payment terms set up in QuickBooks.

1Enable Payment Terms, then enable Transaction Hub

1. Enable Payment Terms in ServiceTitan. If you use a QuickBooks integration, note that this overrides any payment terms set up in QuickBooks.

2. Both customers and vendors are given a default payment term of Due Upon Receipt. Adjust individual terms later if needed.

3. Enable Transaction Hub, which is now available once Payment Terms is on.

✓ Done · Transaction Hub is enabled, and your invoices and payments age correctly against their due dates.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• Confirmation that Payment Terms is enabled in your settings

• Whether you use a QuickBooks integration, and which one (QBO or QBD)

• What happens when you try to enable Transaction Hub

• Whether your QuickBooks payment terms changed after enabling Payment Terms