Easiest way to send reminders to pay invoices/charging interest


Is there a way to send automatic reminders to pay your overdue invoices?

I've heard somewhere that with Marketing Pro you can do that. If that's the case, I find it annoying that you have to buy a pro product, to do a simple invoicing task. 

Its very time-consuming to go through and send reminders manually. 

Also, is there a way to automatically charge interest without having to manually do it? 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you go to the Accounting tab and click on AR management you can set the filters at the top to what you want like minimum 30 days past due then hit apply, then use the check all button>actions>email (or print) all. If you have never done this before I would start with going to settings>invoicing>email and click on the statement tab to make sure you have the email body set up how you want it. There is a way to add an interest charge but its been a while since I looked into it, here's a ling to the KB artical https://help.servicetitan.com/how-to/charge-interest 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Thank you!