05-13-2022 09:40 AM
I love how service titan shows outstanding owed when you pull up a customer. It would be awesome if you could click on that number and service titan would take you to a page showing all of the outstanding invoices. Seeing that someone owes us 10k is good, but if it is from long outstanding vs yesterdays invoice is more important to me than the number.
05-15-2022 09:21 AM
I total agree that It would be nice to access that on the same window, one quick work around for the meantime is that you can select the customer and then select the printer icon in the top right corner to quickly view their statement.
05-13-2022 03:04 PM
The AR Detail report will show which invoices are outstanding for 1-30, 31-60, 61-90...etc. It would be cool if they did a feature linking those totals. Click on that total and it basically takes you to the customers statement. You can also print a statement from the customer page that shows you what you are looking for.