Posts

can we get a credit card swiper to be used on a computer

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...

sally by New Contributor
  • 502 Views
  • 2 replies
  • 4 kudos

Audit Trail for non-job Invoices (Membership Invoices)

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...

LA_Barker by New Contributor III
  • 816 Views
  • 1 replies
  • 1 kudos

Evalon Payment Processing in Canada (British Columbia).

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...

New Account Credit Feature - great idea, bad execution

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 ...

vmoore by New Contributor II
  • 1876 Views
  • 3 replies
  • 4 kudos

POS Invoices

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 ...

NBeebe18 by New Contributor II
  • 2174 Views
  • 3 replies
  • 2 kudos

Point of Sale Rate Sheets

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.

neiamech by New Contributor
  • 1275 Views
  • 1 replies
  • 2 kudos

Accepting Apple Pay

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...