Is there a way to send a confirmation email when payment is taken over the phone for multiple invoices? Currently the only way we're aware to send a "receipt" is by sending every individual invoice that was charged instead of one confirmation.Thank y...
When is ServiceTitan going to finally add "CC" to the email???All of our Commercial customers what to see who the emailed invoice, estimate, etc was sent to. And every time we have to copy and paste or type the names "CC: Bob, Jill, Tim, and Ellen" i...
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 ...
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...
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...
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 ...
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...
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...
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 ...
Is there a way for customer to receive invoice for monthly membership without manually going in and sending invoice to customer?
