Credit card receipt

New Contributor

Can anyone tell me how to send a customer a receipt after paying over the phone through ServiceTitan for several invoices? This is new to me. Thanks!


New Contributor II

I usually send the invoice from the invoice screen - but change wherever it says Invoice to Receipt. The ServiceTitan screen looks the same but if you look at the "print" screen of the invoice, it shows the updated balance with the payment applied.

You could also opt to send the customer a statement instead of the individual invoices they had paid. You have the option to include the invoices with the statement email.

Valued Contributor

You can either email the a paid invoice, which is what we usually do, or log into the transaction gateway website.

You will need to get your credentials from someone at Service Titan.