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Feedback Needed: Credit Memo Feature

Hi ServiceTitan Community,I’m Zoey from ServiceTitan Experience Research Team.We’re running a new round of product research about the Credit Memo feature and we’d really value your opinions and insights. Do you have a moment to complete this short su...

Zoey
by New Contributor
  • 307 Views
  • 0 replies
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Collect and Apply payments

This week it started when I go to collect and apply payment, it's somewhat greyed out then I will select my payment method, it will "move" my choice to whatever is on top and I have to reselect the correct payment type, click outside of that box for ...

LoriBal by New Contributor II
  • 479 Views
  • 2 replies
  • 0 kudos

Credit Card payment "Approved," why?

Why is "Approved" now being put in the memo on Credit Card payment? I mean, the Transaction Status already states "Success."We use the Memo for card info or if someone other than the customer paid. So I am having to delete the "Approved" on every tra...

LA_Barker by New Contributor III
  • 450 Views
  • 1 replies
  • 1 kudos

Anyone on here outsource their bookkeeping?

Can you recommend a local company that offers bookkeeping services? I may be looking to outsource a position at our company. We would require bookkeeping, commercial invoicing, AP, and AR. I you could point me in the right direction I would much appr...

jarrettd by New Contributor III
  • 578 Views
  • 1 replies
  • 0 kudos

Deposits on upcoming jobs

I need to understand what other ST's users are doing with Deposits on upcoming jobs. Having deposits sit on the receivable report causes the totals to be skewed. So no quick reference. How are other companies handling deposits?

lnorse5588 by New Contributor III
  • 729 Views
  • 1 replies
  • 2 kudos

Do Not Service feature

We had created a tag for "Do Not Service" prior to the button the customer account being available. I have gone through and verified all accounts that had the tag now have the button clicked. While I was doing that, I found a number of accounts still...

seemore by New Contributor III
  • 666 Views
  • 0 replies
  • 0 kudos

Other Options for Credit Card Processing

My account is asking if there is another option for processing credit cards because since we are processing thru ST our fees have gone up, a lot! Is anyone using anything else and how do you like it? I was told to look at Authorize.net.Any suggestion...

LindaSV by New Contributor
  • 787 Views
  • 1 replies
  • 0 kudos

Refunds

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...

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Tiffy76 by Contributor
  • 1288 Views
  • 3 replies
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Warranty Labor Payment

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 ...

Michele_F by New Contributor II
  • 1121 Views
  • 2 replies
  • 0 kudos