Accounting

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Reconcile Pricebook Error

Has anyone ever got an "Internal Error" message when using the Price Book reconciliation tool? If so, any ideas on how to fix it?Thanks

eduzan by New Contributor
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Resolved! Bulk Emailing Invoices to Customer

Hi, it would be awesome if there was a way to send a customer all of their invoices at once, vs having to go into each invoice and emailing it. I have a customer who wants all of their 2022 invoices, so that would be helpful. Thanks!

LuST by New Contributor
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  • 3 replies
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Resolved! Can we accept eChecks via Service Titan?

Can we accept eChecks via Service Titan? Not directly into our company's account, but within ST? How does your company deal with eChecks and routing? Can they be routed thru Service Titan? That would be sooo ideal. Help, please. ~alicia p.

alicia by New Contributor II
  • 1438 Views
  • 1 replies
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Credit card swipe for Tech

We are relatively new to ST. We use ipads with our Tech. We were told we can get a lower credit card rate if we get clients to "swipe". Our challenge is ST finance only offers a separate bluetooth device to do this. It doesn't work great for our team...

Resolved! Company phone number on invoice

Is there a way to add our company's phone number to our PDF's of our invoices and statements? I have our company name and address, but no phone number. Thanks!

ashleyle1 by ServiceTitan Certified Administrator
  • 3112 Views
  • 3 replies
  • 1 kudos

Save and Add to Batch Feature - Editing a Payment

I noticed the "Save and add to batch" option when editing a payment was removed during the latest update. I chatted with ST support about it, and they confirmed that is correct. I was informed to bring my suggestion to bring back the feature to this ...

KWoods by New Contributor
  • 1447 Views
  • 1 replies
  • 1 kudos

Payment Receipts

Should be able to easily email a payment receipt without having to log into the gateway, find the transaction, copy the clients email from ST, go back to the gateway to finally email it. 80% of the time people pay at time of service and the invoice i...

ErikaF by New Contributor II
  • 1915 Views
  • 1 replies
  • 8 kudos
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