Topics with Label: Payment Collections

Payment duplicate

Am I the only one having an issue with payments duplicating when a tech takes a payment for a past bill and the bill for that day? this has happened every time now since the last update.

Resolved! Payment Collections-Credit Card Payments

Suddenly credit cards are no longer an option to select when using the new payment collection feature to put payments in. The way I process payments for some of our customers is one CC payment for multiple invoices, I am not able to put in or process...

Auto Apply Credits

It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...

Payment Fail on Invoice - Vote for an Idea

Posted an idea this morning to keep failed payments listed on the invoice until we delete them so the customer can see we did try to take it. Go vote for it if you think it is a good one. Thanks. https://servicetitan-community.ideas.aha.io/ideas/COMM...

Resolved! What do you do for payment receipts?

Curious to hear anyone else's solution to payment receipts, especially for credit card payments.Our challenge: There currently is not a feature to print payment receipts. You can print an invoice, which shows applied payments at the bottom, but there...

Resolved! Payment Deleted

We have an invoice where a technician, during training, ran his own card for a $17,432.00 payment. The payment didn't go through, and was deleted on the invoice. Now the payment is still showing on the Accounting page under unbatched payments. Is the...

Monthly Billing and also using QuickBooks Enterprise

Looking to implement the monthly billing for memberships/Agreements, I have questions on how the work flow goes as far as exporting to Quickbooks and the invoicing. We are a fairly large company, looking for someone who has been utilizing this featur...

Resolved! Payment Reminders

Is there a way to set up automated text/email reminders for customers who haven't paid their invoice after x amount of days?

Statement now jumbling up invoice numbers and prices

I just went to process monthly statements today and noticed a column has been added for "Project Invoice #," which has in turn caused invoice numbers and prices to become jumbled up on multiple lines. For example, a $1,658.95 invoice total now reads ...

PCI Compliance

Our company failed a PCI compliance test and I am curious if anyone has recommendations of service providers to help with the PCI compliance process and questionnaires? I am a little overwhelmed by the 150 questions about our computer network and hav...

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