Accounting

Is it possible to use a 3rd party payment processor?

Looking at options to use a 3rd party payment processor/gateway.How do we set up or change that? is it possible? or does Service Titan lock it into only their processor?

Down Payments

Hello! How is everybody entering down payments? We require our customers to pay 1/2 down before we order their product and so sometimes this money could sit for a couple months. Currently, we are collecting down payments as a payment and it's exporti...

Memberships Charging to old inactive cards

Since the last update we are having an issue with our memberships charging to old cards on the customer account. These are all memberships that do not have a preferred payment selected. For many months it has been charging the good/valid card, but al...

Editing Credit Card payments on Invoices

WHY, WHY, WHY, WHY!!!???Why did they have to change Credit Card payments on the Invoice? Now you can't edit the card payment from the invoice. Or delete a $0 failed payment. NOW after the last update; you have to go to the Customer Profile page, then...

Split payments on multiple business units

We noticed that when you receive a payment on one business unit, it cannot be split with an invoice on a different business unit. There are commercial properties and even some residential that will pay multiple invoices with a single check. Without e...

GIVE BACK LEGACY PAYMENTS

This is confusing and cumbersome and has increased our workflow times 4. Even the webinar is hard to follow. Why are we fixing things that aren't broken? I used to could add a refund without an adjustment invoice and could see that refund on that inv...

Save and Add to Batch Feature - Editing a Payment

I noticed the "Save and add to batch" option when editing a payment was removed during the latest update. I chatted with ST support about it, and they confirmed that is correct. I was informed to bring my suggestion to bring back the feature to this ...

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