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?
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...
Hello!ST only has one email invoice template for all business units. We would like to be able to change the invoice template by business unit. We need to word some of the emails differently based on the business unit. Any ideas? Thanks!
After recording payments sent in by telephone our company emails the customer a copy of their invoice showing the payment has been applied leaving a zero balance. The company choice is to send only "aggregated" invoices but that is only one of the op...
