Posts

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
  • 726 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
  • 538 Views
  • 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
  • 490 Views
  • 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
  • 480 Views
  • 1 replies
  • 0 kudos

Charge Same-Day Cancellation Fee

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...

ShannonUST by New Contributor II
  • 979 Views
  • 5 replies
  • 3 kudos

Remove signature lines from paid invoices

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...

Date on Credit Balance - used on future invoices

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...

rosterfe by New Contributor
  • 456 Views
  • 1 replies
  • 1 kudos

The "Save & Batch" button!!!

Is anyone else super excited that the "Save & Batch" button is back on the 'Edit Payment' page??!!I'm so Happy! Finally, Thank you!!

YAYsaveandbatchbuttonisback.PNG
LA_Barker by New Contributor III
  • 745 Views
  • 2 replies
  • 1 kudos

Invoice numbers on the Payment selection Do Not Match

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...

invoicesandpaymentnumbersdonotmatch03152023.PNG
LA_Barker by New Contributor III
  • 749 Views
  • 2 replies
  • 0 kudos