Unapplied Payments Report - Vote for Idea

jroman_delair
New Contributor II

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!

 

1 REPLY 1

TheChickenLady
ServiceTitan Certified Provider
ServiceTitan Certified Provider

I always create an unapplied payment report for all my clients.  When applied, they will fall off the report.