03-02-2023 10:29 AM
Is there a way for customer to receive invoice for monthly membership without manually going in and sending invoice to customer?
03-10-2023 08:02 AM
Hi @kristahadrick. The process is not automated so you have to manually send out invoices to customers.
Here is an idea already posted in the Ideas Portal, you can upvote it as well; https://ideas.servicetitan.com/ideas/ACC-I-299 Our Product Development team regularly reviews ideas submitted by our users, and will often consider them in future ServiceTitan updates!