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"CC" emails for invoices, forms, estimates, etc.

When is ServiceTitan going to finally add "CC" to the email???All of our Commercial customers what to see who the emailed invoice, estimate, etc was sent to. And every time we have to copy and paste or type the names "CC: Bob, Jill, Tim, and Ellen" i...

LA_Barker by New Contributor III
  • 301 Views
  • 0 replies
  • 1 kudos

Customer Stement

Is there a way to edit the columns on a customer statement?

acaroluzzi by ServiceTitan Certified Administrator
  • 2110 Views
  • 5 replies
  • 1 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
  • 2539 Views
  • 4 replies
  • 0 kudos

AR Management Sort By "Last Emailed"**Need Votes**

Please click the link to vote! COMMUNITY-I-2145 When I'm sending monthly statements, I email all that have an email address. After that process the only other option is to filter by "not sent" BUT if the customer got a statement last month (print and...

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RandiThompson by ServiceTitan Certified Administrator
  • 2058 Views
  • 2 replies
  • 4 kudos

How to edit "Remit To" on statement

We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...

dyan_the by New Contributor II
  • 3018 Views
  • 3 replies
  • 1 kudos

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 ...

cecilshv by New Contributor II
  • 4204 Views
  • 6 replies
  • 5 kudos