Posts

Customer Stement

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

acaroluzzi by ServiceTitan Certified Administrator
  • 917 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
  • 1350 Views
  • 3 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
  • 1419 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
  • 1947 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
  • 2869 Views
  • 5 replies
  • 4 kudos