Posts

Project Tracking-Detailed Statement of Payments

We have a commercial customer that we do big projects for that frequently asks for a statement of all his payments. Is there something I'm missing on the project to show a statement or is running a report the easiest way to show this?

Miranda by ServiceTitan Certified Administrator
  • 1464 Views
  • 5 replies
  • 2 kudos

Customer Statements by Project

We have customers that have several different projects going at once.We often need to send them a statement for open invoices just on a certain project.It would be really beneficial to have an option within each project to send/print the customera st...

Piccinini by New Contributor II
  • 1297 Views
  • 3 replies
  • 0 kudos

Customer Statements by Project

We have customers that have several different projects going at once.We often need to send them a statement for open invoices just on a certain project.It would be really beneficial to have an option within each project to send/print the customera st...

Piccinini by New Contributor II
  • 774 Views
  • 1 replies
  • 0 kudos