Why is there an Alert for "Payment Applied" for credit cards, but Not one for "Payment FAILED"???!!!It would be a HUGE help to be able to have an email Alert setup for when payments Failed. Even better is if had it also text an Alert to the tech to l...
Hello Just Curious if there is a way to enable a quick button to the Customer pop Up Screen to apply a payment Not a " Add Payment Method" Just a " Apply Payment " This would make our work flow alot easier if this is a current option that i am Just M...
So I have a minor issue. When our technicians are finishing with a client they'll ask how they'd like to pay. If a client says e-transfer the tech will select the e-transfer payment type and it seems to defaults to putting in the full amount owing. T...
The new update won't allow my to apply payments to multiple invoices with a credit card that was ran at the office. I only see cash and check.
Since well before I started here, this company has always treated finance company fees, box store fees, etc. as a cost of sales item. So, if I sell a finance job for $1000, have materials & labor costs of $750, and pay a finance company fee of $50 I ...
I’ve spent a lot of time working in a test environment with the new Payment Collections system. One pitfall I fell into is a killer, but thanks to @plewis from Service Titan, (a very smart person on this process), I found a way out. Specifically, on ...
