Customer Payments

KVanderstar
New Contributor

We've had a couple situations where we had a customer send in a singular check meant for two accounts, is there a way to apply that to the two separate accounts, or is that not doable? 

1 ACCEPTED SOLUTION

michael21
Contributor III

Hi @KVanderstar.  There is no way to do this now other than split the check into 2 applications.  If you go to the ideas section of the community and lookup idea COMMUNITY-I-895, you will see that the ability to apply a payment to more than one account has been requested.  Vote for it there so that this idea gains visibility to Service Titan.

Mike M CPA & Operations in KC, (go Chiefs)

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michael21
Contributor III

Hi @KVanderstar.  There is no way to do this now other than split the check into 2 applications.  If you go to the ideas section of the community and lookup idea COMMUNITY-I-895, you will see that the ability to apply a payment to more than one account has been requested.  Vote for it there so that this idea gains visibility to Service Titan.

Mike M CPA & Operations in KC, (go Chiefs)