Idea: View check numbers from customer page.

JustinCroteau
New Contributor

Problem: When we add a check number to a specific invoice, ST will let you add the check number but the only way to view the information is to click on the invoice itself. 

Suggested Solution: Allow the check number to be displayed next to the invoice number on the customer page rather than having to select the specific invoice before displaying the check number.  


3 REPLIES 3

dwhite45
Valued Contributor

If you add the check number to both areas on the payment screen, memo and check number, it will show on the customer account screen beside the payment.Check Numbers.jpg

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Oh I like this. Like on the customer page when you scroll down to "invoices being able to see the memo section or check number section would be nice. Add this as an idea in the idea section on the top right of your community page! Post the Idea ID here and I will vote!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is a great idea! Post it as an Idea in the Ideas tab in the top right of the screen, then come back here and post the ID number! 

I'll vote! 

Randi Thompson
Bill Joplin's Air Conditioning & Heating