Reports

Angelle17
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

How can I run a report to see all failed payments? 

2 ACCEPTED SOLUTIONS

baraica
Community Manager
Community Manager

Hi @Angelle17 Does the failed transaction report work for you? 

Engagement Manager
ServiceTitan Community Team

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LBabayan
Community Manager
Community Manager

Hi @Angelle17

In the Reports tab, you can search for "Failed Transactions" report to find payments with a 'failed' memo.

View solution in original post

5 REPLIES 5

mkane
New Contributor III

I created a report, "Failed Payments" 

Template Applied Payments - choose fields - Invoice # / Memo / Transaction Status / Invoice Date / invoice total / Customer ID / Customer Name.    Filter by Invoice Date  / choose date to view / Business units  - CHANGE transaction status to filter for "Failed"  - to only review your Membership payments Filter the invoice number buy the first digit of the membership invoices (ours is a 4, job invoices start with 1)

 

LBabayan
Community Manager
Community Manager

Hi @Angelle17

In the Reports tab, you can search for "Failed Transactions" report to find payments with a 'failed' memo.

baraica
Community Manager
Community Manager

Hi @Angelle17 Does the failed transaction report work for you? 

Engagement Manager
ServiceTitan Community Team

Angelle17
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This report is not coming up for me... what category is it under?

@Angelle17, It should be under the "Operations" category and "Applied Payments" template.