Accounting

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Customer Portal and filtering viewed invoices

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...

Resolved! T&M Jobs

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 ...

pawelbankowski by ServiceTitan Certified Administrator
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Credit card receipt

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!

Stacking discounts on invoices

Does anyone know if there is a way to stack discounts on an invoice? We offer a $1000 off discount on full system installs and have a 15% off a total for installs that are paid with cash or card. The 15% off discount is taken off after any dollar amo...

mleahy by New Contributor III
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Resolved! Creating Invoice Without A Job

I've worked with two companies that have used ServiceTitan. While at my previous company I was able to create an invoice for a customer without having to create a job first. There was always a button on the customer page that said "create invoice". T...

Kayladeej by New Contributor III
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Last 4 Digits Of The Credit Card Number On Invoice

Does anyone know if Service Titan allows to display the last 4 digits of the card used to make the a payment on an invoice along with the card type? Some accounts have multiple cards on file and it would be nice to be able to see which card was used ...

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