Applying Payments

Patches
New Contributor II

Hello 

Just Curious if there is a way to enable a quick button to the Customer pop Up Screen to apply a payment 

Not a " Add Payment Method"  Just a " Apply Payment " 

This would make our work flow alot easier if this is a current option that i am Just Missing 

Thank you for any Feed Back 

6 REPLIES 6

BayleeR
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

 voted!! 

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I voted!

There is an article that explains how to share the link. 

How to share Idea links 


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

Patches
New Contributor II

Awesome Thank You Miranda

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I would be in favor of this as well! There are a couple ways around it but there are not any as easy as "Apply Payment" that I know of.  One way you can apply payment from the customer screen is to go to an invoice, open it, and apply payment from there, or you can go to the location page first. From there click on the customer and then a Collect/Apply Payment Button appears. I'm not sure why it doesn't on the customer pop up. I would be glad to hear from someone else on this if there is a better way! 

If you drop this into ideas and share the link, you will definitely get a vote from me! 


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

Patches
New Contributor II

 Not Sure home to share a link to the Idea this was the ID it gave me though 

  1. COMMUNITY-I-3180

Patches
New Contributor II

Thanks Very Much For the Feed Back,  I will be adding this to ideas 

Thanks again Miranda