Hello Just Curious if there is a way to enable a quick button to the Customer pop Up Screen to apply a payment Not a " Add Payment Method" Just a " Apply Payment " This would make our work flow alot easier if this is a current option that i am Just M...
Has anyone noticed that their Invoice #s and the Invoices #s listed on the Payment selection on the Customer page don't match anymore???!!!I noticed it yesterday late afternoon, it wasn't like that in the morning!!!I took a screenshot of the 2 select...
A paid invoice should show PAID in Big Red Letters at the Top of the invoice page. we have had customers call us thinking they where being billed a second time a lot of people don't look all the way at the bottom of the invoice to see due balance of ...
There is an option to hide line item pricing on estimates. But we need an option to hide the estimate total. In order to show a good better best option on one estimate we would need the customer to ONLY SEE the line item, seeing the total at the bott...
As many people know, in Quebec the official language is French and English. By government law all invoices must be in both languages. ServiceTitan only offers their default texts on invoices in English. I need to be able to configure my invoices so t...
Presently in the customer portal all completed invoices can be seen. The problem is..... there is no time for administration to review the invoices and make corrections when the technicians are completing the jobs in the field. We would like the abil...
Hello!Using ST Payments, I took a payment against an invoice for a special order item. The customer called to cancel the same day but before the payment was exported. I refunded the customer on the invoice screen. The payment never hit my bank accoun...
We are working on setting up T&M jobs in ST. We currently are charging the first half hour at a fixed rate and then anything after that is T&M at a different rate per hour. Is there a way to set this up in ST that is automated and calculated at each ...
Can anyone tell me how to send a customer a receipt after paying over the phone through ServiceTitan for several invoices? This is new to me. Thanks!
I know different states have different rules regarding finance charges and late fees. However, it would be great if there was a setting that could be turned on that would automatically charge fees to invoices past their payment terms on a scheduled b...
