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Resolved! Best ways to manage paper invoice mailings

We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be emailed to them, as the only way of marking them as ha...

bdanielson by ServiceTitan Certified Administrator
  • 2265 Views
  • 5 replies
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Resolved! Reports

How can I run a report to see all failed payments? 

Angelle17 by ServiceTitan Certified Administrator
  • 1737 Views
  • 5 replies
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New Idea- invoice review status ON batch screen.

Hi Friends! I'd love some votes on my new idea- https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5273 I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (need...

JessicaSmith by ServiceTitan Certified Administrator
  • 1331 Views
  • 4 replies
  • 2 kudos

Payment Alerts

Why is there an Alert for "Payment Applied" for credit cards, but Not one for "Payment FAILED"???!!!It would be a HUGE help to be able to have an email Alert setup for when payments Failed. Even better is if had it also text an Alert to the tech to l...

LA_Barker by New Contributor III
  • 1304 Views
  • 4 replies
  • 3 kudos

Customer Tips

Occassionally a customer will tip our technicians, usually with cash but sometimes on their check. How do I record this accurately? E.G. A customer wrote a check for $225, their invoice total was $200 and they tipped the tech $25.Do I need to add a l...

brooke_t by ServiceTitan Certified Administrator
  • 851 Views
  • 2 replies
  • 0 kudos

Intacct Reconciliation

We are spending a lot of time and doing manual work each month end to reconcile Intacct to ServiceTitan that involves exporting reports from both systems, recreating item IDs, pivot tables, index/vlookup in excel. Mainly: ST Aggregate Inventory repor...

zelbur by New Contributor II
  • 780 Views
  • 2 replies
  • 1 kudos

can we get a credit card swiper to be used on a computer

Wondering if there is a way to get a credit card scanner hooked up to our main computer in our store to be used in service titan to collect payment for a over the counter sale in a invoice? Instead of manual entering a credit card each time on a invo...

sally by New Contributor
  • 610 Views
  • 2 replies
  • 4 kudos
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