Is there anyway to email payment receipts to customers as opposed to having to send the invoice with a $0.00 balance?

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ilenab
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is super helpful. Thank you Donna for giving an answer. We get asked this too

dwhite45
Valued Contributor

Check out that site and get a log in if you process through Service Titan. You can email straight from that site too, I just like to make the copy and do it through Service Titan for the record of it.

tdraves
New Contributor

We would also love to be able to simply email a credit card receipt to our customers as we take deposits for upcoming projects and I don't agree with sending a document called an Invoice as a receipt for a payment.

dwhite45
Valued Contributor

That is not entirely true. We can log in to Service Titan Payment Gateway, save a credit card payment receipt as a PDF, and email it to the customer. A couple of extra steps, but sometimes, that is what they are asking for.

baraica
Community Moderator
Community Moderator

Hi Ivan, there is not a way. You must email the invoice.

Engagement Manager
ServiceTitan Community Team