Posts

Assign Default Invoice to Customer

We are using Template Manager to create different styles of invoices. Currently when they are Published and Active they are an option on the print and email dropdown. It would be great if we could assign a specific template to a specific Customer so ...

Service Location Email - Invoice Issue

When emailing job invoice we are unable to see any email addresses associated with the service location. As of Monday we had the option to select ANY/ALL email addresses, whether the email address was on the customer record side OR the service locati...

Tasks No Longer Showing Up On Invoices

We can no longer get tasks to show up on our invoices. All that displays on invoices are the job summary and job total. I have tried every setting and configuration I know of to fix this issue, but nothing is working. We are getting some upset custom...

Resolved! Invoices

Is there a way to a set a default email for a customer to receive invoices. We have a property manager that has many locations and multiple emails on the account for various contacts in his organization. When we send invoices I would like to be able ...

acaroluzzi by ServiceTitan Certified Administrator
  • 754 Views
  • 2 replies
  • 0 kudos

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
  • 1238 Views
  • 3 replies
  • 1 kudos

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
  • 1998 Views
  • 5 replies
  • 0 kudos

Paid Invoices Should Show PAID in Big Red Letters!!!!!!

A paid invoice should show PAID in Big Red Letters at the Top of the invoice page. we have had customers call us thinking they where being billed a second time a lot of people don't look all the way at the bottom of the invoice to see due balance of ...

Michael-JC by New Contributor II
  • 931 Views
  • 1 replies
  • 7 kudos

Paid Invoices need a PAID STAMP.

On an almost daily basis we get Emails from customers thinking we did not apply their payment. Despite the payment showing on the invoice, they still overlook it. Our old system had a huge red PAID STAMP. This prevented any confusion and made it clea...

Sample invoice paid stamp.jpg