Posts

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 II
  • 356 Views
  • 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
  • 690 Views
  • 6 replies
  • 1 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
  • 1515 Views
  • 6 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
  • 797 Views
  • 1 replies
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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 New Contributor II
  • 1278 Views
  • 3 replies
  • 1 kudos

How to edit "Remit To" on statement

We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...

dyan_the by New Contributor II
  • 1716 Views
  • 3 replies
  • 1 kudos