Resolved! Invoice font size

Does anyone know of a html code that can be used with invoices to enable using a smaller font for the authorization and acknowledgement paragraphs?

DebMar by New Contributor
  • 2 replies
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Tags on the invoice screen?

Does anyone know of a way for TAGS to show up on the invoice screen? We currently utilize tags to track jobs that need to be filed under extended warranty. These are jobs that we will not bill the customer for, since they have an extended warranty co...

ECSoffice1 by ServiceTitan Certified Administrator
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Resolved! Invoicing

It would be nice if there was a way to put an attention line on the invoices. Some invoices need to go to a specific person with the company being invoiced and there isn't a way to do that except under the notes on the customer account or under invoi...

Kathy70 by New Contributor II
  • 8 replies
  • 1 kudos

Accounting Tab Access

I have 3 Suggestions on this tab:1)- please fix the glitch that allows employees to view batches even when their permissions say they cannot view batches.2)- When bypassing an export- please mark that batch as "Bypassed" vs. "Exported" so that we can...

How to edit "Remit To" on statement

We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...

dyan_the by New Contributor II
  • 3 replies
  • 1 kudos

Resolved! Payment Reminders

Is there a way to set up automated text/email reminders for customers who haven't paid their invoice after x amount of days?

TaylorByrd by New Contributor II
  • 3 replies
  • 2 kudos

Invoices for Members vs Non-Members

ST Personnel,I would like the option to show the savings our Membership customers received AND the potential Membership savings our non-members would receive with a Membership. If this is already a setup option, I am unaware of it and would like for ...

alemke by New Contributor
  • 1 replies
  • 0 kudos