Accounting
Looking for Support, Customer Success, or a Pro Product Specialist?
Visit our Knowledge Base to learn who to contact and how to reach them.
You can also submit and vote on Ideas to help shape the future of ServiceTitan. Check out the page for full details, including a breakdown of each idea status!

Posts

Start a discussion

Invoice Templates

Hey everyone!Our company is looking to update our verbiage on our invoices. Anyone willing to share some ideas of their invoice message, authorization paragraph, and acknowledgement paragraph?Thanks in advance!!!

chelsiebogel by • ServiceTitan Certified Administrator
  • 2492 Views
  • 1 replies
  • 0 kudos

Auto send receipts

When an invoice is paid in full (or even in part) I believe it would be good if a receipt was auto generated and emailed to the customer.

carlie40 by • New Contributor
  • 4942 Views
  • 4 replies
  • 12 kudos

Past Due Balance (feature request)

The e-mail template in ServiceTitan for invoices is just a generic, blanket "This is your invoice"-style template. What if there was a way to change that text (via a preset template) based on the AR status of the invoice? If the system knew automatic...

Automatic Payment Plan

Is there a way to set up a plan for a customer to pay monthly on an invoice? Non Membership.

maemilyv by • New Contributor III
  • 4138 Views
  • 4 replies
  • 1 kudos

Receive payments via ACH

It would be great if a customer went to pay online, that they could pay via an ACH instead of having to pay with a credit card. I pay $1.00 per transaction when I receive money through quickbooks this way. Would be a lot better than paying the 3% cre...

jason_ho by • New Contributor II
  • 3681 Views
  • 3 replies
  • 4 kudos

Customer Name Hyperlink in Batching

It would be EXTREMELY helpful if Customers were a hyperlink in "Batch/Export Transactions" under the accounting tab. Customer names are already a hyperlink in so many other places throughout the system. Currently the invoice number is a hyperlink, wh...

Apply payment to multiple customer's invoices

We have a number of cases in which we receive a single payment that applies to several different customer's invoices. For example, a management company may require that billings go to the property, showing the property as the bill to. Once the proper...

michael21 by • Contributor III
  • 7259 Views
  • 8 replies
  • 2 kudos

Automatic Trip Charge for Certain Zones

There are certain surrounding cities/counties we service that are a little further out than our normal service area, and because of this, they incur an additional $25 Trip Charge. I already have Zones set up in our system for the different areas we s...

cecilshv by • New Contributor II
  • 4438 Views
  • 4 replies
  • 3 kudos

Duplicating an Estimate

We work with numerous apartment complexes who want the exact same estimate for another unit within their complex. It would be much more efficient to duplicate an existing estimate and just edit the service location field. Would love to have this in a...

elissa1g by • New Contributor
  • 2814 Views
  • 2 replies
  • 3 kudos

Resolved! Tax Zone by Default

Is there a way to set a Tax Zone by Default? 95% of our customers are residential and if we can set this Tax Zone by default, it would save time and minimize the errors during batching, posting and exporting invoices and payments.

kswaba1 by • New Contributor
  • 2619 Views
  • 1 replies
  • 0 kudos
Labels
ServiceTitan Academy Knowledge Base Community
© 2025 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2025 Khoros, LLC