How are other companies setting up monthly payments and does accounting have to pull a report daily and manually charge clients cards on file? Im watching the Videos on how to set this up but like to see how everyone else is handling it .

arobb13
New Contributor II
 
1 REPLY 1

wch_alex
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is a really good start for a discussion as this can be some what of a complicated process. I think talking to your CSM would also really help!