Topics with Label: Reports-Legacy - ServiceTitan Community

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Resolved! Payment Method on File

I am told by support that there is no way to run a report and see all customers who have a saved payment method on file.Has anyone ever found a way to find those customers? We are going to be updating on payment terms and need to have new authorizati...

Resolved! Report for Credit on Accounts

Is there a report or way to see a list of accounts/customers that have a credit and the amount? I am trying to do a double check to make sure all payments are applied correctly and not forgotten in limbo.