ServiceTitan Community

CShang · 04-07-2023

Update! We are extending to the end of April! If you got some burning questions about Refunds (or maybe getting rid of credits) please feel free to submit your question(s) below.Welcome to our first "Ask Me Anything" (AMA) event on Accounting topics,...

CShang · 04-04-2023

We are live! Please feel free to ask your questions on this Discussion Board! We look forward to seeing your questions! Update! We are extending to the end of April! If you got some burning questions about Refunds (or maybe getting rid of credits) pl...

CShang · 04-21-2023

Gotcha, totally makes sense! I think you will be happy to know, if you click the upcoming release notes and look closely at the first video. You will see in the membership section that locations is going to be included for each membership from the cu...

CShang · 04-13-2023

Hi cindye,You can see the location a membership is attached to on the Customer page if it is only for a single location or all if they have multiples it applies to. A way to see the invoice it was paid on would be click into the membership and then t...

CShang · 04-13-2023

Hi Miranda!Not sure if this helps for what you are looking for but here goes. You can create a custom report that will show payments on open jobs and use balance to target ones where you got a deposit but the invoice isn't paid in full.Reports > Crea...

CShang · 04-12-2023

Thank you for submitting your question!

CShang · 04-11-2023

Thank you for your kind words! Happy to help our Community in any way that we can!

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Ask Me Anything! About Refunds!

Ask Me Anything! About Refunds!

Re: Showing the location of a membership and the Cost on the Customer page

Re: Showing the location of a membership and the Cost on the Customer page

Re: Payments applied to open invoices

Re: Ask Me Anything! About Refunds!

Re: Ask Me Anything! About Refunds!