Wondering if there is a way to get a credit card scanner hooked up to our main computer in our store to be used in service titan to collect payment for a over the counter sale in a invoice? Instead of manual entering a credit card each time on a invo...
I was at Pantheon this week and got to speak with Gene Jaeger about Audit Trails for Invoices. It would be awesome to be able to see it, on the invoice page itself, and Not have to go to Job page to view it.Now I am seeing another HUGE reason to have...
Hi all,Is there anyone else using the Evalon payment processing option (and billing all jobs through Evalon)? Switching merchant services can be a cumbersome and expensive process. Prior to switching from Global Payments so we can use onsite payments...
I noticed that memberships that are set to "all locations" are not calculating sales tax. Our system is setup to calculate sales tax based on the zip code that corresponds with a tax zone. Recurring billing invoices (Membership invoices) that are und...
I keep getting this alert when trying to print/add payments to POS invoices. I can't get past it. Ideas?
I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...
Posting here per support's recommendation. I was looking for a way to send an attachment with the the counter sale POS invoices. Our customers sign a hard copy of the invoice and we like to attach those to the email invoice copy we send out. This is ...
How do I change the rate sheet for a Point of Sale Invoice? I can change the rate sheet on any other invoice, but not a Point of Sale Invoice.
I've reached out to the Payment Team about being able to accept Apple Pay in ST. The response was that we can accept Apple Pay with the chip readers out in the field. What I am wanting to do is accept Apple Pay / or have the customer be able to pay u...
