There is a flaw in Service Titan Accounting where a customer pays an invoice (Let's say $20 for simplicity) and shows the invoice as PAID but if the payment is rejected due to "Invalid Account" or "NSF" or any other reason I have to manually add a ne...
Hey everyone,Just a quick question, Is ST still requiring processing of credit card through only one company?Looking to reduce our fees.
On the customer account page, whenever an invoice is credited in full, it shows as "Paid" rather than "Credited". When we write off an account and send it to collections, it does not show that we "Credited" that invoice, it shows it as "Paid". It mak...
Hello! Here in Canada, we have so many customers who wish to pay with a Visa/Debit card however, these payments are not accepted through ST so they cannot pay their bill online or by phone with this type of card. Please consider adding Visa Debit car...
Hi, Service Titan community! I searched this topic and found nothing in the advisor or discussions. We charge our customers a same-day cancellation fee, and I do not see a workflow for this process. I cannot add a fee to the invoice because any items...
Remove signature lines from paid invoices. At this time it does not appear to be optional to remove this feature. If a customer wants a receipt and I enter the payment and print the invoice to show the payment has been applied and a $0 balance, it as...
we have customers who occasionally overpay and are repeat customers so the payment is applied as an overpayment and then Service Titan creates a credit on the account. The problem I have is that when I try to use those overpayments, the "date" of the...
Is anyone else super excited that the "Save & Batch" button is back on the 'Edit Payment' page??!!I'm so Happy! Finally, Thank you!!
Applying a payment to an invoice before its posted or exported is honestly a need! I hate having to create the payment, add it to a customer profile, then later adding that payment to the invoice before i print it. If i print the invoice for my guys ...
Has anyone noticed that their Invoice #s and the Invoices #s listed on the Payment selection on the Customer page don't match anymore???!!!I noticed it yesterday late afternoon, it wasn't like that in the morning!!!I took a screenshot of the 2 select...
