Resolved! Failed Credit Card Transaction
Is there any reason to keep the "failed" credit card transactions, or is it okay to delete these?
Posts
Accounting/Vendor Receipts table filters
My AP team was looking to be able to filter their Vendor receipts by Location/Business Units to review and batch them separately. It turns out the filter is not applied to the Vendor Receipts table due tot he Business Unit field not in the table for ...
Editing Credit Card payments on Invoices
WHY, WHY, WHY, WHY!!!???Why did they have to change Credit Card payments on the Invoice? Now you can't edit the card payment from the invoice. Or delete a $0 failed payment. NOW after the last update; you have to go to the Customer Profile page, then...
Non-Taxable Customers
I am noticing that recently many customers are being marked non-taxable on our end. I have not found a pattern to this. Any ideas?
Collecting Customer Deposits and Managing Sold Estimates
Hello ServiceTitan Community!New to ServiceTitan here, in the Garage Door industry! We're in need of some extensive help and recommendations on how you all record taking a customer deposit. Putting the Pricebook aside, we all understand how customiza...
Resolved! Invoices
Is there a way to a set a default email for a customer to receive invoices. We have a property manager that has many locations and multiple emails on the account for various contacts in his organization. When we send invoices I would like to be able ...
how do you print a customer history statement
how do we print a customer history report showing all invoices paid and unpaid and the payment details
Application Error
We are having a very difficult time accessing invoices. We aren't able to complete workflows because when we are trying to access invoices to update or add POs, we keep getting an application error. When clicking details we are filling out what we ar...
Closing Your Books at Month End: Why and How
My first job in the trades was answering the phone and administrative duties at a small family roofing company. One of those duties was to provide the owner with an overview of money going out and coming in weekly in what he called a “State of the Na...
Enhancement Request: Ability to disable Invoice Types
Would like to be able to disable invoice types that are not being used to reduce potential issues in accounting.
