I have a customer that paid with a check she has decided not to move forward with the work and we already deposited the check we did zelle her back how do I refund it thru Service titan it does not give me the options on paying cash or sending thru z...
I am new to the ST platform and am hoping for a little assist.We had a warranty repair in 2023 that was completed. It was invoiced with a zero balance, which was batched and posted last year. (Not exported)We recently received a warranty payment for ...
Hello Guys! Just like to ask and know another process. What do you do for collecting? What is your process for that? Do you use something outside of Service Titan or just Service Titan?Appreciate you all
Does anyone have a good process for following up on invoices at regular intervals for collections? I need my collections department to have a process for this that works with ST and so far I am unable to build a report to accomplish this - it would b...
Is there any reason to keep the "failed" credit card transactions, or is it okay to delete these?
Hello ServiceTitan Community!New to ServiceTitan here, in the Garage Door industry! We're in need of some extensive help and recommendations on how you all record taking a customer deposit. Putting the Pricebook aside, we all understand how customiza...
I have all the permissions - i have double checked. And when I go to open payment history - I get "Permission Denied - contact administrator". Any ideas? Thanks,Marilyn
Has anyone experienced a payment made in service titan and it batch over to QB but then the bank from QB also adds the deposit, resulting in it looking like we have a refund due to the customer?
Is there a place to see a list of the mobile checks that captured and settlement? Some where similar to the STgateway for the credit cards? We have a debt on our bank account that we think is a returned mobile check capture but we cannot confirm it.
Trying to look for a report that will show payments from customers on invoices that were overdue in the categories mentioned in the subject line. Is there one that already exists or can someone give guidance on creating one? Thanks!
