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Please vote for this idea if you like and would find it useful! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6550Open Balances and AR management are an important "follow up" workflow, but there is no dedicated place to make notes, have ...
Does anyone else have the issue on the new invoice table from the customer page and now the transaction hub where the invoice was reduced with an adjustment invoice but it is still showing as overdue?This is also making the invoice show up in the new...
I like the new customer page and the transaction hub, however, invoices that have been paid by other refunds, or adjustments that weren't started from that invoice are showing as past due. I can't find a way to apply those adjustments to the open inv...
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