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
  • 13 replies
  • 5 kudos

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 II
  • 1 replies
  • 0 kudos

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
  • 4 replies
  • 0 kudos

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
  • 3 replies
  • 1 kudos

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
  • 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
  • 1 replies
  • 0 kudos

Paid Invoices vs Credited Invoices

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...

Pd vs Credit.jpg
dwhite45 by Valued Contributor
  • 1 replies
  • 2 kudos

Make Visa Debit a payment option

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...

KhianaKlatt by Valued Contributor II
  • 1 replies
  • 0 kudos