Service Titan Knowledge Base

Send customer statementsLast updated on 09/14/2022

You can view, print, and email statements to customers directly from ServiceTitan. A customer statement includes a summary of previous invoices and totals billed to that customer.

Statements include:

  • As Of Date: Shows transactions as of a certain date, which allows you to generate a list of outstanding transactions, such as transactions not paid or not fully paid, as of that date.

  • Balance Forward: Shows transactions within a specified time period and a balance forward amount which is carried over from previous transactions not included in the specified time period. For more, see Send balance forward statements.


Things to know


Permissions

To work with customer statements, a system administrator needs to set the appropriate permissions.

To...

Enable this permission

Create or edit a statement email template

Edit Email Setting

View, print, or email statements

View/Email Customer Statements

View, print, or email statements individually or in bulk from the AR Management screen

AR Management

Charge balance in AR management

Bulk charge statement balance


Limit how frequently you can send customer statements in bulk

If you send customer statements in bulk, you can specify the number of weeks that you must wait between sending email and print statements in bulk. This helps ensure you don’t send statements to the same customers too often. The frequency appears on the Accounting > AR Management screen so you can filter statements and control which statements to send.

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, go to Invoicing > Customer Statement.

  3. Enter the number of weeks in the Statement Send Frequency field.


View and print customer statements

  1. Search for and open the customer or location record. Note: If a customer prefers to receive statements by email, mail, or both, their preference appears near the top of the statement.

  2. Click Print icon-print.png. The customer statement opens in a new browser tab.

  3. If you want to customize the content of the statement:

    • Select Include Zero Balance Invoices to view all invoices that have a $0 balance.

    • Select Ignore Deposits to exclude all deposits from the statement.

  4. Use the print option on your browser to print the statement.


Email customer statements

  1. Search for and open the customer or location record. Note: If a customer prefers to receive statements by email, mail, or both, their preference appears near the top of the statement.

  2. Click Mail icon-mail-outline.png. The Email Statement page opens in another browser tab.

  3. In the From field, enter the sender's name.

  4. In the Sender email field, enter the sender's email address.

  5. Select the customer's email address that's on file or enter a different one in the New email address field. Tip: To add the new email address to the customer profile, select Save to customer record.

  6. If you want to, edit the Subject and Body of the email.

  7. When you’re done, click Send. The statement is attached to the email as a PDF.


Email or print statements from AR Management

  1. Go to the navigation bar and click Accounting.

  2. In the side menu, click AR Management. A table displays a list of customers with outstanding balances.

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

  4. Use these filters to view specific statements:

    • Date Range—Start and end dates of statements.

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

    • Mins Days Past Due—Customers with an invoice that is overdue by a number of days.

    • Business Unit—Customers who have an invoice associated with a specific business unit

    • Customer Type—Customers who have an invoice associated with a specific customer type.

    • Payment on file—Customers who have a payment on file.

    • Email Preference—Customers' statement delivery method (mail, email, or both).

    • Status—Customers with statement status (sent, not sent, or both).

  5. When you’re done selecting filters, click Apply.

  6. Select your customers.

    • To select all customers, click the select all check box in the upper left corner of the table.

    • Click a Filtericon-filter.png on each column heading to filter by specific details. For example, set Balance greater than $0 to only generate statements for those with a balance.

    • Click a column heading to sort the content in each column in descending or ascending order.

  7. From the Actions dropdown, select an action:

    • Email Statements—Review email details > Select Attach copy of invoice(s) at the bottom > Click Preview to preview the Statement > Click Send.

    • Print Statements—A new browser tab opens and displays PDFs of the selected statements. You can download or print the statements.

    • Print Statements and Mark as Sent—A new browser tab opens displaying PDFs of the selected statements, and the Status column of the customer records are marked as Sent on [date].

    • 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.


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