Service Titan Knowledge Base

Failed Transaction Report GuideLast updated on 03/22/2022

Purpose of the Failed Transaction Report:

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.

Common uses for this report:

  • Use this report as a contact list to follow up with customers with failed transactions.

How to find this report:

Click Reports > Search 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.

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:

(Report columns)

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.

Related Articles

Booked Inspection Report guide
Daily Huddle Report Guide
Dispatcher Performance Report Guide
Failed Transaction Report Guide
Job Costing Report Guide (Account configured for actual payroll costs)

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.