A/R Reporting

New Contributor II

Hi all, 

We are attempting to pull accurate reporting for the customers we have actually billed and what they currently owe, as of now it shows balances of jobs that are currently open and pending further job scheduling. What reports do you use so that you have an accurate total of the current customers are billed specific amounts and the total of it. Thank you in advance. 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Are you completing jobs that are still in progress? AR reports should only show jobs that are completed. If you filter for only posted and exported you should be good!

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions