Project Tracking-Detailed Statement of Payments

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We have a commercial customer that we do big projects for that frequently asks for a statement of all his payments. Is there something I'm missing on the project to show a statement or is running a report the easiest way to show this?


Miranda Hufford, Office Administrator @ Red Barn Service, LLC
5 REPLIES 5

afranza1
New Contributor II

Did you start idea for this? I couldn't find it.

JB707
New Contributor II

You can go to the project page and send a project invoice from the top right under actions. This will give all payment activity for that project address 

 

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you! That is more what I had in mind.


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Do you have the Customer Portal set up? That would be the easiest way the only other way I know to do it in ST and sent it would be to print or save to PDF and email a customer statement and include zero balance invoices (ck box at the top). 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you @RandiThompson. I'm not real familiar with the customer portal and not sure if we have it set up or not. I forgot about the zero balance invoice check box. The only problem is, it shows all invoices instead of just the ones for a specific project. I'm thinking I need to add an idea to add a statement button for projects. I just wanted to make sure I wasn't missing something that was right in front of me.


Miranda Hufford, Office Administrator @ Red Barn Service, LLC