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...
Hi All,We are a heating and gas service company in British Columbia, Canada.We are about to move all our accounts payable over to ST and we will export to QB Desktop. Unfortunately, we are faced with a tax issue and I am hoping someone can push us in...
We've spent months troubleshooting various issues in our QB Desktop file & their support has finally told us we have to create a new company file. Has anyone else been through this process and have any advice? It's definitely daunting.I am thinking t...
On an almost daily basis we get Emails from customers thinking we did not apply their payment. Despite the payment showing on the invoice, they still overlook it. Our old system had a huge red PAID STAMP. This prevented any confusion and made it clea...
In Texas, we pay sales tax on a cash basis - meaning we only pay sales tax when it is collected, not when it is billed.We usually use Quickbooks for all our sales tax reporting, but have been having terrible issues with our file. In the interim, we a...
Is there a way to turn off/revoke individual employee's permissions to not be able to edit an invoice once it's been batched? We've had a few issues lately where invoices have been checked and batched, but not yet exported, and an employee will not n...
The payment link has stopped showing up on statements for imported customers. It's just a blank spot in the email. Since we are still in our first year with ST, 95% of the customers are imported so the statement functionality is broken for us. This h...
Hello!ST only has one email invoice template for all business units. We would like to be able to change the invoice template by business unit. We need to word some of the emails differently based on the business unit. Any ideas? Thanks!
