Loss of information when batching/exporting.

sheilaj
New Contributor II

Does anyone else have loss  of information when batching/exporting invoices/payments. The service location no longer creates or matches invoices to that location.  It puts everything in the parent company.  It doesn't carry over payment terms. email addresses. Doesn't match/apply payments.  it strips all the important information. 

5 REPLIES 5

sheilaj
New Contributor II

I have mentioned this to Service Titan support multiple times for a long time now.  I either get "they don't deal with that side of things" or "they will open a ticket / escalate it to be looked at" it never gets looked at.  I don't have confidence that it will be resolved.

sheilaj
New Contributor II

I have mentioned this to Service Titan support multiple times for a long time now.  I either get "they don't deal with that side of things" or "they will open a ticket / escalate it to be looked at" it never gets looked at.  I don't have confidence that it will be resolved.  

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @sheilaj

It’s sad to hear that you’re experiencing a loss of information when batching/exporting invoices/payments. I have forwarded the details you provided to our team of technical specialists, and your case is currently under review. The specialist will get in touch with you soon.

tarekdew
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Was the technical specialist able to provide a solution? I see that it was escalated as you mentioned, but not able to find the solution.

sheilaj
New Contributor II

No.  They did not fix it.