Unapplied Payments Report - Vote for Idea
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05-15-2024 07:33 AM
Hi ServiceTitan Family, please upvote this idea if you rely on reviewing an unapplied payments report like we do:
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-7025
Refunded payments will not fall off the report and create some confusion.
Thanks!
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05-16-2024 05:27 AM
I always create an unapplied payment report for all my clients. When applied, they will fall off the report.
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06-06-2024 12:56 PM
What about refunds? I've seen many times that a refund also shows up on this report.