Things to know
This report only pulls data from posted and exported invoices. If an invoice or adjustment invoice has a status of Pending and not Posted, this reflects on the customer profile but will not show in this report until it is posted or exported.
Use these filters to view specific statements:
Date Range: Start and end dates to filter statements by. If the From is left blank, it'll go back until the start of ServiceTitan usage. It is advised to leave the From date blank.
Business Unit: Customers that have an invoice associated with a specific business unit. The BU Filter is filtering the balance to the balance of invoices that are outstanding in that BU.
Customer Type: Customers that have an invoice associated with a specific customer type.
Mins Days Past Due: Customers with an invoice that is overdue by a certain amount of days.
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).
To select all customers, click the select all check box in the upper left corner of the table.
Click Filter
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 the column heading to sort the content in each column in descending or ascending order.
Invoice balances displayed in this screen are dependent on invoice status, including adjustment invoices. Invoices, including adjustment invoices, with a status of Pending are not included in this screen. If you want a certain invoice to appear, make sure the invoice has already been posted.
From the Actions dropdown, select an action:
Email Statements: Review email details > Select Attach copy of the 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: Bulk charge customers for their outstanding balance if the customer has a payment method on file. This action requires permission to use. For more information see Bulk charge customers.
The refunded payments with a negative balance will appear on the AR Management screen.
Workflows
Use AR Management
To navigate the AR management tool in ST you can go to the Accounting Tab and select the AR Management side tab on the far left.
From here you can set your filters according to your preference: Date range, Business Unit, Customer Type, Min. Days Past Due, Payment on File, Email Preference, and Status. The notes above provide an in depth breakdown of each of these filters.
Next on an individual customer level, you can easily receive payment, email statement, or print statement to customers.
If you prefer to send en masse, you can also select the actions drop down and send email statements or print statements easily. Additionally, you can charge balances here as well.
Once "Charge Balance" is selected, you'll be able to decide whether to charge the statement balance as of a particular date or just the outstanding balance for the customer.
Add and remove customers from receiving email statements
Go to the navigation bar and click Accounting.
In the side menu, click AR Management.
Select customers and click Select all.
From the Actions dropdown, select Email Statements.
In the Email Statements window that opens, select the
icon in the To section to view the email addresses that are going to receive the statement for each customer.Click Send.
Note: If there are customers without a saved email address on their customer profile, they will be highlighted in red.
Now we can see what email addresses are associated with each customer.
Tips
If there is just one email address stored on the customer profile, only one email address will be displayed.
If there are multiple email addresses stored on the customer profile, Show All Emails option will be available.
When your desired list of customers is selected, you can include copies of invoices by scrolling to the bottom of the window and selecting Attach Copy of Invoice(s).
You can click Preview to preview the statement and attached invoices if selected. Or, you can click Send to send these statements to the selected customers.
To remove emails from multi-email customers:
Click Show All Emails.
Click the Remove
icon next to your undesired email addresses.