Service Titan Knowledge Base

Send balance forward statementsLast updated on 03/22/2022

Send balance forward statements to give your customers easy-to-read and up-to-date statements. A balance forward statement contains a list of transactions within a specified time period and a balance forward amount which is carried over from your previous transactions not included in your specified time period.

Things to know

  • Send balance forward statements if your customer has outstanding transactions that span a few months but you want to list transactions on the statement for a specific time period.

  • If your customer has multiple outstanding invoices, balance forward statements help ensure you collect all the money owed by your customer.

  • To help you avoid sending statements to the same customers too frequently, you can specify the number of weeks that you must wait between sending statements in bulk by email and print. For details, see Send customer statements.

Send balance forward statements

  1. Go to the navigation bar and click Accounting.

  2. In the side menu, click AR Management.

  3. From the Statement Type dropdown, select Balance Forward. Note: You can also select As Of Date. For details about this type of statement, see Create customer statements.

  4. Click the Date Range field, and in the date range dropdown, select a Start Date and End Date, and click Apply.

    • The transactions listed in the statement are within this date range.

    • The balance forward amount is calculated from all outstanding invoices as of the Start date.

    • The balance due amount is calculated by taking the total of all outstanding invoices within the selected date range. Note: The balance due amount as of the End Date may not match the customer’s current balance due. For example, if a customer had a balance due during the selected date range but paid their balance due after the End Date, that customer will still show a balance due because the date range ended before their payment date.

  5. Select any additional filters to narrow the list of customers to whom you want to send a balance forward statement.

    • Invoice Export Status—Select All, Posted and Exported, or Exported to see customers who have an invoice with that status.

    • Min. Days Past Due—Enter a number to see customers whose invoices are past due for a minimum number of days.

    • Business Unit—Select All or a business unit to see only customers associated with that business unit.

    • Customer Type—Select All, Commercial, or Residential to see those types of customers.

    • Payment on File—Select All, Yes, or No to see customers who have or have not made a payment.

    • Email Preference—Select All, Email, Mail, or None to see customers with that email preference.

    • Status—Select All, Sent, or Not Sent to see customers for which you have or haven’t sent an invoice.

  6. When you’re done, click Apply.

  7. Click the checkbox for one or more customers to whom you want to send a statement. Note: To select all customers, in bulk, select the checkbox next to the Customer heading.

  8. Click the Actions dropdown and select how you want to send the statement.

    • Email Statements—A flyout opens. Review the details for the email and click Preview to review the statement before sending it to your customer, and click Send when you’re done. Note: To manage your email template, see Send customer statements. Note: If customer information is missing, such as the email address, you can see it in the To section of the flyout. Click the arrow to expand the To section and see which customers are missing information. You can add, edit, or delete email addresses as needed. Select Add to Customer to save an added email address to a customer’s records. After you send the statement, the Status column updates to Sent on date for the selected customers.

    • Print Statements—A PDF of the selected statements opens in a new window which you can print

    • Print Statements and Mark as Sent—The PDF print version of the selected statements opens in a new window that you can print out. The Status column updates to Sent on date for the selected customers.

    • Charge Balance—If you use ServiceTitan Payments and the customer has a payment method on file and a balance, you can charge the customer. This action requires permission to use. For more information see Bulk charge customers.

Want to learn more?

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.