Invoicing Operations Practice Test Flashcards
You expect your managers to be aware of the outstanding balance (open AR) for work performed by their departments. How could you best keep them aware of this?
A. From the AR management screen, filter for each business unit then print screen. Leave a copy of each manager’s list on their desk.
B. As invoices are reviewed during batching, email a copy of those that are unpaid to the manager of the department that performed the work.
.C. Schedule the AR transactions report, filtered >$0 balance and grouped by invoice business unit to be sent to your managers each morning.
D. Set an alert to send to the managers when a job is complete with an open balance.
C. Schedule the AR transactions report, filtered >$0 balance and grouped by invoice business unit to be sent to your managers each morning.
You have a number of customers that need a printed copy of their invoice sent after you have batched them. How can you ensure you’re only printing the invoices in the batch that need to be sent?
A. Print each of the invoices as you complete them so you only end up printing those you need to
B. Select “mail” as the “invoice & statement delivery” method on the accounts of customers requiring printed invoices, then filter the Delivery preference to mail in the bulk print screen
C. Create a special business unit for customers who need a printed invoice and use that BU as a filter in the batch screen printing
B. Select “mail” as the “invoice & statement delivery” method on the accounts of customers requiring printed invoices, then filter the Delivery preference to mail in the bulk print screen
You are running a multi-day install for a customer. The installation tasks have been added to the invoice, but when you look at the customers account you not see a balance due. Why is this?
A. The invoice must be printed or emailed to the customer before the balance will appear on their account.
B. When the invoice date is added and the job is marked complete, the balance will appear on the customer’s account.
C. The invoice must be exported to your accounting system before the balance appears on the customer’s account
B. When the invoice date is added and the job is marked complete, the balance will appear on the customer’s account.
Is it possible to view, print, and email statements to customers with outstanding balances directly from Service Titan. True or False?
True
In reviewing an invoice back in the office you see that a technician has forgotten to add the material items (cost) they used on the job. How can you make sure the materials are added to the job so the job costing is more accurate?
A. Go to the pricebook and find the service the tech sold. Add the material item to the Service
item as a linked material.
B. Open the invoice from the office and use the add materials button to add the items the tech forgot to add
C. Add an appointment to the job. Have the tech mark themselves onsite and add materials they used to the invoices
B. Open the invoice from the office and use the add materials button to add the items the tech forgot to add
By default, technicians are required to collect customer signatures on the invoice before they can close out a job. True or False?
True
After an invoice has been batched and exported you can still apply a payment against it. The payment will then be able to be batched, posted, and exported to your accounting system separately. True or false?
True
You’d like to have your technician’s name appear on invoices to make it easier for customers to remember the tech’s name when writing a review. How could you do this?
A. A technician’s name cannot be set to appear on an invoice
B. Contact your CSM and have them turn on the “show technician name on a printed invoice” configured
C. Create a service for every technician and have the tech add it to each invoice
B. Contact your CSM and have them turn on the “show technician name on a printed invoice” configured
You’ve gone to the accounting tab to batch a set of today’s invoices, but some of the invoice that you expect to see in the unbatched list are not there. Why may this be?
A. The jobs are associated with are not marked as complete
B. A payment hasn’t been applied to the invoices yet
C. You will not see invoices for job completed today until tomorrow.
A. The jobs are associated with are not marked as complete
By default, once an invoice is batched and exported and you realize that it’s associated with the wrong business unit, you can still go to invoice and edit the business unit later from within service titan. true or false?
False
When sending statements by email to customers, you’d like the email to show it is coming from “accounting” and show the accounting email address. Your other emails now show your regular company name and email address. How could you do this?
A. Modify the statement email template to have the form field be “accounting” and the sender email be your accounting email
B. You cannot change the from name and email address by type of email. These are default settings.
C. Down the statements PDF’s and then email them from the accounting department’s email address.
D. Send your statement emails one at a time so you can modify the from field and from email address.
A. Modify the statement email template to have the form field be “accounting” and the sender email be your accounting email
There are certain types of jobs that your company runs where there is not a customer present to provide acknowledgement and authorization signatures. How can you help the techs running these jobs get past this default requirement for closing out a job?
A. Edit the job types related to these non-customer present jobs and remove the signature required checkbox
B. Create a form that is triggered when the tech selects “Complete the job”, that lets the tech indicate there is not one available to provide a signature
C. Instruct them to fake the signature in place of the customer so they can complete the closeout
A. Edit the job type
After an invoice has been batched and exported you can still apply a payment against it. That payment will then be able to be batched, posted, and exported to your accounting system separately. True or false?
True
Your company only offers custom-built memberships to a few select large customers and not to the rest of your client base. These memberships contain a percentage discount. When presenting estimates to other customer they are being shown “potential savings” that your techs must then explain are not available to them. How can you prevent these non-existent savings from being shown to your customers?
A. Contact your CSM and have them turn off the “show member savings on printed invoice” configuration
B. Unselect “show membership savings on customer facing invoices” in the discount area of each of your membership types
C. Make sure that all the items in your pricebook have $0 in the member price field
A. Contact your CSM and have them turn off the “show member savings on printed invoice” configuration
Once a batch name has been created and saved, you can edit it if necessary. True or False?
False
