Invoices Not Sent

larenn
New Contributor

Hello I was wondering if there is a custom report I could generate that would allow me to see invoices that were not emailed to the customer. Thank you!

1 ACCEPTED SOLUTION

BCN
Community Moderator
Community Moderator

There is a pre-built report. You may need an admin to give you share access if you don't see it.

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View solution in original post

3 REPLIES 3

LeonWright
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Great report!
😘

BCN
Community Moderator
Community Moderator

There is a pre-built report. You may need an admin to give you share access if you don't see it.

CleanShot 2022-05-04 at 13.28.46@2x.png

CleanShot 2022-05-04 at 13.33.30@2x.png

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is the way! I'd also schedule this report to come to your email on a regular basis so you can stay on top of sending the invoices that weren't sent in the field.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions