Visibility to a Customer's Membership Invoice

5Star
New Contributor

There should be a more efficient way to get to a customer's Membership invoice, and if there is one, I would love if someone could share.  When I click on the customer's Membership, and I am brought to that first summary page, it would be great if there was a link to the Membership invoice.  Right now, I am opening all invoices until I find the one I need and it wastes a lot of time.  

3 REPLIES 3

5Star
New Contributor

I tried this, and it's not a simple thing to do.  You have to change the "to" and "from" date on the search bar, then read through the entire audit trail. This is not an efficient process for the volume of work we're doing.  Thanks for the recommendation tho!   

AmberC
Contributor II

I find the fastest way to locate it is from the customer's membership page in the audit trail. Hope this helps!

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

It maybe how you "bill" the memberships because I can see the invoices in the membership summery. Do you bill them in the accounting tab under "charge members" ? 

Randi Thompson
Bill Joplin's Air Conditioning & Heating