Service Titan Knowledge Base

How to use Batching configurationsLast updated on 03/22/2022


Overview

To customize your Batching configuration, complete the following:

  1. Navigate to Settings > Batching.

  2. From the Batching configuration screen, you can choose the batching configurations for:

    • Invoices

    • Payments

    • Purchase orders

    • Bills

  3. Click Save to save your selections.

Refer to the batching configurations below for details about each configuration.


Invoices

If Include associated payments in the same batch is ON

When you batch an invoice, the associated payments will be automatically added to the batch with the invoice.

If Include associated payments in the same batch is OFF

When you batch an invoice, the associated payments will not be batched automatically.

This setting is recommended.

If Include associated Purchase Orders in the same batch is ON

When you batch an invoice, the associated Purchase orders will be automatically added to the batch with the invoice.

Note: If you are using the Intacct integration, you will not have this functionality since Purchase Orders are created separate from the invoicing process.

If Include associated Purchase Orders in the same batch is OFF

When you batch an invoice, the associated Purchase orders will not be batched automatically.

If this setting if OFF, the Batch manually should be on for purchase orders to be batched.

Note: If you are using the Intacct integration, you will not have this functionality since Purchase Orders are created separate from the invoicing process.

If Automatically batch and post on an hourly basis is ON

Invoices will batch and post automatically.

If Automatically batch and post on an hourly basis is OFF

You will need to manually batch and post invoices.


Payments

If Automatically batch and post on an hourly basis is ON

Payments will batch and post automatically on an hourly basis.

If Automatically batch and post on an hourly basis is OFF

You will need to batch and post payments manually.


Bills

If Batch Manually is ON

Bills will appear in the invoicing section, and you will be able to batch and post bills.

If Batch Manually is OFF

Bills will not appear in the invoicing section.

If Automatically batch and post on an hourly basis is ON and Batch Manually is OFF

Bills will batch and post automatically on an hourly basis.

If Automatically batch and post on an hourly basis is OFF and Batch Manually is OFF

Bills will not be exported, and bills will batch or post.

If Automatically batch and post on an hourly basis is OFF and Batch Manually is ON

Bills will be batched and posted manually.

If Automatically batch and post on an hourly basis is ON and Batch Manually is ON

Bills will batch and post automatically on an hourly basis.


Purchase orders

If Batch manually is ON

POs will appear in the invoicing section, and you will be able to batch and post POs.

If Batch manually is OFF

POs will not appear in the invoicing section.

If Automatically batch and post on an hourly basis is ON

POs will batch and post automatically on an hourly basis.

If Automatically batch and post on an hourly basis is OFF

POs will batch and post manually.


Inventory transfers

If Automatically batch and post on an hourly basis is ON

Inventory transfers will batch and post automatically on an hourly basis.

If Automatically batch and post on an hourly basis is OFF

Inventory transfers will batch and post manually.


Inventory adjustments

If Automatically batch and post on an hourly basis is ON

Inventory adjustments will batch and post automatically on an hourly basis.

If Automatically batch and post on an hourly basis is OFF

Inventory adjustments will batch and post manually.


Exported invoices and configurations

Following the export of an invoice:

  • If Include associated Purchase Orders in the same batch (Invoices) is ON or OFF, it does not make a difference because the invoice has already been batched. For best practice keep Batch manually ON so POs for pending invoices are not affected.

  • If Batch manually (Bills) is ON, it will allow POs for exported invoices to appear in the Invoicing screen to be batched independently.

  • If Batch manually (Bills) is OFF, POs created on exported invoices will not appear in the Invoicing screen to be batched. They will appear only on the invoice you have created it on.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.