ServiceTitan Community

mkane · 08-09-2023

Has anyone noticed that since the update, when a payment is taken on an invoice, The box in the upper right with Green print says “Payment successfully SAVED”, but then sometimes a box with black print shows in the middle of screen that says “Payment...

mkane · 02-03-2023

Has anyone been able to find a way to note a credit on an account, but when applied it adds as a discount? IE we give a referral credit, but when applied it goes as a credit to next work - There would be no actual funds,

mkane · 01-31-2023

A few early thoughts as we see the new changes. ***We can no longer see the audit trail / history on payment methods. We need this back.Invoices and payments. With the division of these sections, matching up payments to the invoices can be tedious. E...

mkane · 11-02-2023

I created a report, "Failed Payments" Template Applied Payments - choose fields - Invoice # / Memo / Transaction Status / Invoice Date / invoice total / Customer ID / Customer Name. Filter by Invoice Date / choose date to view / Business units - CHAN...

mkane · 08-22-2023

We have also put this out on the ideas page to hopefully get votes. It would be like the new implementation that a job could not be closed and completed without an invoice summary. It is very inefficient when you have to go out and check or email a t...

mkane · 08-11-2023

I use Memberships sold by day then export to excel. you can removed canceled, suspended etc. It is helpful to review all the data in one place. I use it a lot to find accounts that do not have a primary payment selected, and check business units and ...

mkane · 08-10-2023

Thank you. The boxes seem to be fixed!

mkane · 02-23-2023

Do you have to have ST payments to allow for this reporting? At this time we do not have ST payments, and I cannot seem to create the report with the instructions above

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Payment Successful Notification

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Re: Reports

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Re: Payment Successful Notification

Re: Report for Credit on Accounts