Service Titan Knowledge Base

View payments by statusLast updated on 09/14/2022

Payables includes several statuses to help you track payments to your remittance vendors.

Tip: You can create a custom Bill Payment report that shows payments by date range, export status, batch number, remittance vendor, and other details. Go to Reports in the navigation bar, select the Others report type, select the Bill Payment report template, and select the payment details that you want to include in the report. For more information, see Create custom reports.

Tip: You can also view the history of bills, credits, statements, and payments. Go to Accounting in the navigation bar, click Bills, Credits, Statements, or Payments in the side panel, click an item in the list to open a record, and click Audit Trail audit-trail-btn near the top of the record.

Things to know

If you haven’t already enabled Payables, see Set up Payables.

View payments by status

Note: Not all payments go through every status. For example, if you plan to pay your remittance vendor through your accounting software and select that option when you create a payment, the payment is immediately moved to the Paid status.

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Payments.

  3. Click one of the following tabs to see bills with that status:

    • Unpaid—Reconciled bills and credits with available balances which you need to create a payment.

    • Ready for Approval—Payments that you created and are ready to approve before processing.

    • Initiated—Approved payments that you submitted for processing.

    • In Transit—Processed payments that you sent but have not yet been delivered to the payee.

    • Paid—Payments received by the payee and funds have been drawn from settlement accounts.

    • Canceled—Payments you canceled before you processed the payments.

Want to learn more?

See other articles in Payables.

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