Curriculum

Accounting Fundamentals

• Create an adjustment invoice

• Onboarding Guide - FAQ under Trades and business units section

• Overview of the invoicing process

• Accounting - FAQ under Batching section

• Set up general ledger accounts

• Overview of the payments process

Invoicing

• Manage feature configurations

• Set technician splits

• How splits are automatically assigned

• Set individual invoice items as taxable

• How is tax subtotal calculate on an invoice?

• Run the Job Costing tool

• Customize email templates

Payments

• Set or change default payment terms

• Common reasons for declined check transactions

• Move payments between invoices

• Email or print statements from AR Management

• Bulk charge customers

• Financing - FAQ

• Manage stored customer payment methods

• Membership renewal protection

• Guide to Online Payments

• Set up Online Payments

• Are there any additional fees to use Online Payments?

• View settled batches and Chargeback or Retrieval reports in TransLink

• Void a credit card transaction through ServiceTitan Gateway

• Access check deposits reports in SmartPay

Pricebook Accounting Fundamentals

• Bulk edit pricebook items

• Pricebook

• Technicians can't see Pricebook Categories in ServiceTitan Mobile

• Add services to your pricebook

• Add materials to your pricebook

• Add equipment to your pricebook

• Create and manage categories and subcategories in Pricebook

• Enable inventory tracking for equipment and material

Month-End

• Use Accounting Periods

• Accounting 101: Understanding accounting debits & credits

• Deferred Revenue Report in Reports 2.0

Accounting Integrations - Intacct

• Configure journal entries

• Guide to auto-batching