Overview
This report provides a list of all failed transactions, including declined credit card and declined ACH / bank transfer transactions. You can run the report by Batch Number, Business Unit, or Date Range. Data in this report is based on the Paid On date of the failed payment.
Use this report as a contact list to follow up with customers with failed transactions.
Things to know
We recommend using the Failed Transactions built-in report for enhanced customization, consistent KPIs, and improved scheduling and filtering options.
How to find this report
Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Failed Transaction.
Click the report name. Then you will be able to set filters and run the report.
Report filters
Batch Number
Filter by batch number.
Note: Payments will be batched with the invoice by default. However, ServiceTitan gives you the ability to batch payments separately from the invoice (for example, you might add a payment after the invoice has already been batched and posted).
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Date Range
Filter by date range. Use the From and To fields to set a date range. When you set a date range, the report will display all failed payments with a Paid On date within these dates.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
Column | Description |
|---|---|
Paid On | Date the transaction was attempted. |
Customer Name | Bill To customer on the invoice. |
Phone Number | Bill To customer phone number. |
E-Mail Address | Bill To customer email address. |
Invoice Date | Date that the office has confirmed work is resolved. This is also the date that will drive most accounting reports since it is when the revenue presented on a job is recorded. If the configuration is set up, the invoice date will default to the job completion date. If the configuration is not set up, the invoice date will remain blank until you fill it out. |
Invoice Number | The Invoice Number will be attached to a particular job. Your account can be configured so the invoice number will always match the job number by default. You may configure the invoice number to be the same as the job number. |
Invoice Total | Amount due after taxes have been applied. |
Payment Method | Type of payment that was received. Payments can be made in the form of credit card, ACH, etc. |
Decline Response | Decline Response from the processor. |