Posts

Invoice Layout Editing Suggestion

I just received a request from my accounting team to make physical adjustments to our invoice layout only to realize we are unable to do this. I found a suggestion from a year ago about this very topic and I realize it is listed as "Under Considerati...

Daniel_Rajotte by ServiceTitan Certified Administrator
  • 976 Views
  • 3 replies
  • 4 kudos

Purchase Order possible improvement

Hi - I think it would be super helpful if when a technician created a purchase order from their mobile app, they had the option to filter out equipment. It would make the list of items that pop up much more condensed and more efficient to work with.

kdelfera by New Contributor
  • 819 Views
  • 1 replies
  • 0 kudos

Resolved! Invoicing

It would be nice if there was a way to put an attention line on the invoices. Some invoices need to go to a specific person with the company being invoiced and there isn't a way to do that except under the notes on the customer account or under invoi...

Kathy70 by New Contributor II
  • 4276 Views
  • 8 replies
  • 1 kudos

Resolved! Printing Invoices

This is kind of an out there question, but for those of us who keep a hard copy of all the invoices as a backup for our business records, is there a way to set it up so that a completed invoice will print automatically either after payment is receive...

WRS by New Contributor II
  • 2826 Views
  • 3 replies
  • 2 kudos