Accounting

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SMS Customer Statement Log / Invoices

Can there be a section that shows invoicing history for SMS? Similar to the Marketing Activity section. Can there also be an email & sms history of all invoices? even the ones that are not attached to a job

angelpham by New Contributor
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Document Templates - Invoices

Standard Invoices, Project Invoices, and Estimates - have been unable to successfully edit & publish the template to allow office staff to easily tri-fold the piece of paper and have the Company Address & Bill To Address show up in a standard 2-Windo...

bren98391 by New Contributor II
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Invoices

I feel like it would be a lot easier if we had an option to add an invoice under a job without having to create a whole new job. And the technician being able to create an estimate on the app under a customer without having to book another job for it

cdixon13 by New Contributor
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Payment Confirmation Email?

Is there a way to send a confirmation email when payment is taken over the phone for multiple invoices? Currently the only way we're aware to send a "receipt" is by sending every individual invoice that was charged instead of one confirmation.Thank y...

Feedback Needed: Credit Memo Feature

Hi ServiceTitan Community,I’m Zoey from ServiceTitan Experience Research Team.We’re running a new round of product research about the Credit Memo feature and we’d really value your opinions and insights. Do you have a moment to complete this short su...

Zoey
by New Contributor
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AR Management Invoice Export Status Options

We would like to be able to send out Batched, Posted & Exported invoices to customers. Our customers have requested that we send all open invoices instead of just past due invoices. To make this possible there needs to be an option added which allows...

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