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...
Hello!Using ST Payments, I took a payment against an invoice for a special order item. The customer called to cancel the same day but before the payment was exported. I refunded the customer on the invoice screen. The payment never hit my bank accoun...
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...
My tech applied a payment on the wrong customer, how can I move it?
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...
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.
We are relatively new to ST. We use ipads with our Tech. We were told we can get a lower credit card rate if we get clients to "swipe". Our challenge is ST finance only offers a separate bluetooth device to do this. It doesn't work great for our team...
Should be able to easily email a payment receipt without having to log into the gateway, find the transaction, copy the clients email from ST, go back to the gateway to finally email it. 80% of the time people pay at time of service and the invoice i...
Why are there buttons on the invoice screen that we are not allowed to use?Example: On the invoice screen there are two buttons next to the payment (even AFTER the export is complete). 1 - edit. 2 - Delete. You can click on edit and and make the chan...
I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...
