Is it possible to use a 3rd party payment processor?
Looking at options to use a 3rd party payment processor/gateway.How do we set up or change that? is it possible? or does Service Titan lock it into only their processor?
Posts
Feedback Needed: Credit Memo Feature
Hi ServiceTitan Community,I’m Zoey from ServiceTitan Experience Research Team.We’re running a new round of product research about the Credit Memo feature and we’d really value your opinions and insights. Do you have a moment to complete this short su...
AR Management Invoice Export Status Options
We would like to be able to send out Batched, Posted & Exported invoices to customers. Our customers have requested that we send all open invoices instead of just past due invoices. To make this possible there needs to be an option added which allows...
Failed Payments are showing up on statements now! Is anyone else upset?
Failed payments didn't use to show up on statements, but now they do! We like to track failed payments to monitor how well a customer pays their bills, so we don't delete them from the invoices. Now failed payments are showing up on the statements an...
Vendor invoice batching
Is anyone using CommercePayments for batching vendor invoices in ST & Sage Intacct? or another bill pay system like Avid or bills.com? That can give me feedback on your experience or suggestions.
Customer unable to pay online
We have a customer in another country that is receiving her invoices through Service Titan, but when attempting to log in/ request a password reset to be able to pay for services through the portal link, they are getting an error message stating "FAI...
"CC" emails for invoices, forms, estimates, etc.
When is ServiceTitan going to finally add "CC" to the email???All of our Commercial customers what to see who the emailed invoice, estimate, etc was sent to. And every time we have to copy and paste or type the names "CC: Bob, Jill, Tim, and Ellen" i...
Collect and Apply payments
This week it started when I go to collect and apply payment, it's somewhat greyed out then I will select my payment method, it will "move" my choice to whatever is on top and I have to reselect the correct payment type, click outside of that box for ...
AR Aging - AR Transactions by Customer - with detail?
Hello,I am wondering if there is an AR aging report that shows the detail of what each customers balance contains.What I need: I need an AR Aging report to show me at 12/31/2023 each customers balance with detail of each invoice per customer (invoice...
Dashboard Revenue
Good afternoon, is there a report we can attach to the Dashboard that will include all paid/unpaid invoices? We only see our revenue on the dashboard that is linked to paid invoices. We would like to track/see our "daily" revenue including these, tha...
