Report by terms

janet_da
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Is there report to show payment terms for customers. Is this possible? I've looked through reports and don't find "terms" as an option.  This would be a great report!

1 ACCEPTED SOLUTION

baraica
Former Titan

Hi Janet- I believe we do have some reports that would show this data. Have you checked any of the AR Transaction reports? 

Engagement Manager
ServiceTitan Community Team

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2 REPLIES 2

baraica
Former Titan

Hi Janet- I believe we do have some reports that would show this data. Have you checked any of the AR Transaction reports? 

Engagement Manager
ServiceTitan Community Team

The AR transaction report doesnt natively have that heading, but you can edit columns and add it to the report. I was able to do this for myself.