Posts

Credit card receipt

Can anyone tell me how to send a customer a receipt after paying over the phone through ServiceTitan for several invoices? This is new to me. Thanks!

Resolved! Creating Invoice Without A Job

I've worked with two companies that have used ServiceTitan. While at my previous company I was able to create an invoice for a customer without having to create a job first. There was always a button on the customer page that said "create invoice". T...

Kayladeej by New Contributor III
  • 2468 Views
  • 4 replies
  • 2 kudos

Workflow for New Invoices Screen

What are your workflows for reviewing & batching invoices?Prior to the new Invoices Module, we did invoice reviews from the Batching screen and would batch the invoice as the last step of review. Then, we bulk print or email the invoices in the batch...

Late Fee Notification Emails and Adding Late Fees

I would be nice if ST had a setting for sending a reminder to a customer regarding their invoice due date and adding penalties or fees for them being late automatically. Would anyone else find this feature handy?

donqueli by New Contributor
  • 967 Views
  • 1 replies
  • 1 kudos

Idea: View check numbers from customer page.

Problem: When we add a check number to a specific invoice, ST will let you add the check number but the only way to view the information is to click on the invoice itself. Suggested Solution: Allow the check number to be displayed next to the invoice...

Auto Apply Credits

It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...

jhuck by New Contributor II
  • 1611 Views
  • 3 replies
  • 2 kudos

Accepting Apple Pay

I've reached out to the Payment Team about being able to accept Apple Pay in ST. The response was that we can accept Apple Pay with the chip readers out in the field. What I am wanting to do is accept Apple Pay / or have the customer be able to pay u...