Service Titan Knowledge Base

All Payments reportLast updated on 03/22/2022

Use the All Payments report to review collected payments. In the report you can easily identify payments made by a customer and the invoices it is tied to. For example, you can find out how much has been applied to which invoice or how much of the payment remains unapplied, Additionally, the report provides all payment details. It is recommended for users to run the report for a specific customer.


Run report

Before running your report, set filters to get the most relevant information for your needs:

  1. Go to the navigation bar and click Reports. In the side menu, click All Reports.

  2. Click All Payments to open it.Tip: In the search field, enter a few letters from the report title for quick access.

  3. Use the Payment Date (from) and Payment Date (to) calendar fields to set a range of dates to run the report on.

  4. Use the Payment Status dropdown to select which payment status you want the report to show.

  5. If you want to report on payments in a specific batch, enter the batch number in the Batch Number field.

  6. If you want to report on payments for a specific customer, enter the customer name in the Customer field.

  7. Select Include deleted payments if you want to report on payments that were deleted.

  8. When you’re done setting your filter, click Run Report.


Read report results

Your report results display in a table based on the filters you set. By default, the All Payments report includes the following columns:

  • Payment Type— Type of payment, for example, cash, check, visa, Mastercard, AMEX, or refund

  • Payment Method— Payment type used to collect the payment. For example, cash, check (mobile deposit), check (bank deposit), credit card, or bank account (ACH). For more on payment types, see Set up online payment types.

  • Payment Amount—Dollar amount of the payment

  • Amount Allocated—Dollar amount applied to invoices from the payment amount

  • Credit Remaining—Dollar amount remaining from the payment after applying the payment to invoices

  • Batch Number— Batch number under which the payment is batched

  • Payment Status—Export status of the payment: Pending, Posted, or Exported

  • Transaction Status—If a customer is making a payment with a credit card or check, the transaction needs to be processed by the bank. The transaction can be in Pending, Successful, Error status depending on when and if the bank approves the transaction.

  • Payment Date—Date the payment is created

  • Customer Name—Customer making payment

At the bottom of the report table, several columns contain totals:

  • Payment Amount—Sum all amounts paid

  • Amount Allocated—Sum of all amounts applied to invoices from the payment amount

  • Credit Remaining—Sum of all amounts remaining from the payment after applying the payment to invoices

Additionally, at the bottom of the report table, some columns contain a dropdown where you can aggregate column data:

Note: Account configuration is required to use this feature. Please contact Technical Support for details.

  • [Count]—Total entries in the column

  • [Count Distinct]—Total unique entries in the column. For example, if the Payment Type column has 11 entries and all are Cash payments, the [Count Distinct] is 1.

  • [Sum]—Sum of column entries. For example, if the Payment Amount column has two entries: $10.00 and $20.00. The [Sum] for this column is $30.00

  • [Average]—Column average

  • [Minimum]— Column minimum

  • [Maximum]—Column maximum

  • [None]—No selection

After you make a selection, click Run Report to update the report table.

Note: Report results can extend onto multiple pages. Use the navigation links below the table to view additional report results.


Customize and schedule your report

You can arrange and filter your results to narrow the focus of your report.

You can also schedule the report to be sent by email on a regular basis


Want to learn more?

See Export a report



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.