Posts

Project Invoicing vs Job Invoicing

Good Afternoon! I am just getting introduced to the invoice process and I would like some clarity on a few items.We are an HVAC Commercial business - we have a Service Department and a Construction Department. I am trying to determine the differences...

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...

Customer Statement - Outstanding Balances??

Does anyone have a better solution to printing and emailing customer statements, so there is a total outstanding amount clearly called out on the statement?The current PDF groups balances not yet due along with balances that are up to 30 days past du...

jpovey by New Contributor III
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  • 2 replies
  • 3 kudos

Statement

The ST statement format does not work for us as a 100% commercial contractor. We have many clients who have multiple locations with payments being made out of the corporate office. These clients want a statement that lists all locations on one statem...

KDahmen by New Contributor II
  • 1580 Views
  • 6 replies
  • 3 kudos

Statement Issue

We have multiple business units in our account that share customers. We have an issue with our statements only showing one business unit logo and remit to name when there are open invoices from multiple business units. It is really confusing to the c...

aklemme by ServiceTitan Certified Administrator
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  • 8 replies
  • 1 kudos

Resolved! Change terms on invoices

Is there a way to change the terms that are listed at the bottom of the invoices that are printed out? Right now our invoices print a blurb at the bottom of them reading, "This invoice is agreed and acknowledged. Payment is due upon receipt. A servic...

mleahy by New Contributor III
  • 1259 Views
  • 1 replies
  • 0 kudos

Resolved! Company phone number on invoice

Is there a way to add our company's phone number to our PDF's of our invoices and statements? I have our company name and address, but no phone number. Thanks!

ashleyle1 by ServiceTitan Certified Administrator
  • 2071 Views
  • 3 replies
  • 1 kudos