Posts

Customer Collections

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...

jnoone by New Contributor
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  • 3 replies
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Resolved! Collecting Customer Deposits and Managing Sold Estimates

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...

ZachHawk by New Contributor II
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  • 11 replies
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I am unable to check Payment History

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

Marilyn by New Contributor
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Service Titan Payments exported to QB Online

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?

DanaDykes by New Contributor II
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Mobile Check Capture Report

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.

sharonme by ServiceTitan Certified Administrator
  • 552 Views
  • 3 replies
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Payment Alerts

Why is there an Alert for "Payment Applied" for credit cards, but Not one for "Payment FAILED"???!!!It would be a HUGE help to be able to have an email Alert setup for when payments Failed. Even better is if had it also text an Alert to the tech to l...

LA_Barker by New Contributor III
  • 624 Views
  • 4 replies
  • 3 kudos

Credit card processing

Hey everyone,Just a quick question, Is ST still requiring processing of credit card through only one company?Looking to reduce our fees.

lnorse5588 by New Contributor III
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  • 1 replies
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