ServiceTitan is the primary location where new service customers are created. These ServiceTitan Customers are added to Vista when an Invoice is exported from ServiceTitan. Vista AR customers can also be sent to ServiceTitan when needed. This is important if you are a construction and service Vista user, where some customers start as Vista construction projects, and some start as ServiceTitan service calls.
Accounts Payable teams rejoice with the ability to retain control of new Vendor creation in Vista ensuring only allowed Vendors are used in ServiceTitan.
Customer invoices and credit memos that are generated in ServiceTitan will be synchronized with Vista Accounts Receivable Invoices and the associated cost side impacts are recorded in JC. This approach ensures that Vista inventory values, cost of goods, and accounts receivable are all accounted for in general ledger.
This integration supports both customer down payments and payments on invoices. Down payments will be posted as 'On-Account' transactions. And payments on invoices will be posted directly to the AR Invoice. When the down payment is associated to a customer invoice in ServiceTitan the integration will apply the On-Account funds to the appropriate invoice. These steps drive alignment between ServiceTitan and Vista for cash received.
As the product is received in ServiceTitan, a receiver is generated. If you choose to automatically create a Bill in ServiceTitan based on this receiver, we will integrate the bills to Vista as Purchase Orders to pay against when the invoice from the Vendor is processed by AP. AP staff will know that all POs are for received goods and are ready to pay. Alternatively, if the ServiceTitan Bill is entered when the Vendor's invoice is received, we will integrate this bill to Vista as an AP Invoice. AP staff will then be able to pay vendors as they always have, without any duplicate entries or difficult approval processes between departments.
Get the most out of ServiceTitan by keeping it in sync with your accounting system. Get the most out of your accounting system by keeping it updated with the latest customer activity updates.
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