Posts

Payment Terms

Hello All,I have searched the current community boards and have not been able to locate assistance in this specific topic and maybe I'm missing a setting in Titan. I wanted to check with the community.In the initial Customer set-up, the ST system all...

josh_via by New Contributor III
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  • 3 replies
  • 1 kudos

Credit on customer account

I have a customer who overpaid so I refunded the overpayment which showed up as a credit on their account.The amount has been refunded so why is the credit still on their account? Did I process it wrong? How can I remove it?

Angelle17 by New Contributor II
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  • 7 replies
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Resolved! Exported Payment

If client is paid $1000 then cancel the work but just want to keep $1000 as a credit. This invoice has been exported already to Quick Book. What is the best practice on this case? Thanks

Mantaya by New Contributor
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  • 4 replies
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Mobile Check Capture Report

Is there a place to see a list of the mobile checks that captured and settlement? Some where similar to the STgateway for the credit cards? We have a debt on our bank account that we think is a returned mobile check capture but we cannot confirm it.

sharonme by ServiceTitan Certified Administrator
  • 290 Views
  • 3 replies
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Resolved! Best ways to manage paper invoice mailings

We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be emailed to them, as the only way of marking them as ha...

bdanielson by ServiceTitan Certified Administrator
  • 350 Views
  • 4 replies
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Resolved! Reports

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

Angelle17 by New Contributor II
  • 381 Views
  • 5 replies
  • 0 kudos

New Idea- invoice review status ON batch screen.

Hi Friends! I'd love some votes on my new idea- https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5273 I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (need...

JessicaSmith by ServiceTitan Certified Administrator
  • 327 Views
  • 4 replies
  • 1 kudos