Posts

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
  • 1513 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
  • 614 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!!

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LA_Barker by New Contributor III
  • 1154 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...

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LA_Barker by New Contributor III
  • 1182 Views
  • 2 replies
  • 0 kudos

Resolved! Payment link missing on statement email

The payment link has stopped showing up on statements for imported customers. It's just a blank spot in the email. Since we are still in our first year with ST, 95% of the customers are imported so the statement functionality is broken for us. This h...

ErikaF by New Contributor II
  • 1907 Views
  • 4 replies
  • 0 kudos

Wrong Customer

My tech applied a payment on the wrong customer, how can I move it?

Vgarrison by New Contributor
  • 1864 Views
  • 4 replies
  • 0 kudos

Searching invoice amounts.

Before this recent update, if I did not know a customer or invoice number, but received a payment, I could search for that under "Invoice" and put that in the "Balance" or "Total" for the amount received and could 99% of the time, find out who it sho...

dwhite45 by Valued Contributor
  • 1453 Views
  • 2 replies
  • 1 kudos

Resolved! Can we accept eChecks via Service Titan?

Can we accept eChecks via Service Titan? Not directly into our company's account, but within ST? How does your company deal with eChecks and routing? Can they be routed thru Service Titan? That would be sooo ideal. Help, please. ~alicia p.

alicia by New Contributor II
  • 1039 Views
  • 1 replies
  • 1 kudos