How to Generate a Credit Note for Customers in ServiceTitan
- Updated on Jul 11, 2026
- Published on Feb 7, 2026
Problem
You need to generate a document that shows the credit your customers have in their profile.
Solution
Search for and go to the customer profile.
On the Customer Record, click the More icon on the top right and select Statement Actions > Print Statement.
The statement shows the unapplied credit at the bottom of the page, along with the date the credit was put into the system.
You can print this document for your customer or, alternatively, you can select Email Statement to send the statement to the customer through email.
The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.
What it does: Serves as the single source of truth for all customer interactions, history, and financial data.
Also called: Customer account, Client record
Tags: Core
See the full glossary →
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