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...
Hey good morning! None of my accounting items have autobatched since Thursday. Anybody else?
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...
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...
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 ...
Is there a way for customer to receive invoice for monthly membership without manually going in and sending invoice to customer?
I am noticing on the customers billing page the balances owed and credits available are very small and light grey in color. I feel that they blend into the other information (phone #s and emails) to much, making it easily missed when in the account a...
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| 01-22-2025 11:24 AM | ||
| 11-20-2024 02:30 PM | ||
| 11-20-2024 02:26 PM | ||
| 11-19-2024 05:31 PM | ||
| 10-16-2024 08:50 AM |
