ServiceTitan Community

janet_da · 02-23-2023

Hello!ST only has one email invoice template for all business units. We would like to be able to change the invoice template by business unit. We need to word some of the emails differently based on the business unit. Any ideas? Thanks!

janet_da · 05-02-2022

Is there report to show payment terms for customers. Is this possible? I've looked through reports and don't find "terms" as an option. This would be a great report!

janet_da · 06-15-2021

Yes! This has created extra steps for us and it's not as intuitive to use. I hope they can change it back!

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Invoice Template by Business unit

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Re: Is it just me or is the new update for accounting to access batches completely awful? It is so much more confusing .