Payment Terms

Hello All,I have searched the current community boards and have not been able to locate assistance in this specific topic and maybe I'm missing a setting in Titan. I wanted to check with the community.In the initial Customer set-up, the ST system all...

josh_via by New Contributor III
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Resolved! Best ways to manage paper invoice mailings

We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be emailed to them, as the only way of marking them as ha...

bdanielson by ServiceTitan Certified Administrator
  • 4 replies
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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
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  • 1 kudos

Editing a Tech's driving time

I need to edit a Tech's driving time, and so I was wondering if there was a way to do that without having to go into the mobile end? This is what I need to do: 9 miles for mileage reimbursement for pressure switch replacement. It's for a warranty cla...

Brittwyo by New Contributor
  • 2 replies
  • 1 kudos

Managing a Customer's Billing History

I'm struggling with situations where I need to research AR activity on a customer account. For example, I may have a job that involved multiple adjustment invoices in addition to the original invoice as well a multiple payments.How can I look at a jo...

Mr_Tim by New Contributor
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  • 1 kudos

Empty Invoices

Not sure if this is where this question should be...So sorry in advance if this is the wrong place. I have technicians who aren't putting tasks in their invoices. What will this do in the long run? So, I have invoices that are for warranty calls whic...

Natalie07 by New Contributor
  • 5 replies
  • 2 kudos

Invoice Hub Review - Hold Status

What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?

Tonia0079 by ServiceTitan Certified Administrator
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  • 0 kudos

Start Job Date in the Invoice

Hello, I would like to add on the right side of my invoice where I can see for default the Invoice # Invoice Date Terms Completed Date Customer PO and Due Date, I want to add the start date of the Job.