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ServiceTitanKnowledgeBase ThePaymentProcessin6Steps Service Titan Officer MobileStepOne:Applycustomerpayments (PaymentStatusisPending) Service Titan OfficeStepTwo:Batchthepayment (PaymentnowbelongstoapendingBatch)

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How to fill out notetomakechangesafterpostingabatchyoumustunpostformbatch

01

Step 1: Open the batch that you want to make changes to.

02

Step 2: Locate the 'Unpost' option for the batch.

03

Step 3: Click on the 'Unpost' option to unpost the batch.

04

Step 4: Make the necessary changes to the batch.

05

Step 5: Save the changes made to the batch.

06

Step 6: Repost the batch after making the changes.

Who needs notetomakechangesafterpostingabatchyoumustunpostformbatch?

01

Users who have posted a batch and need to make changes to the content of that batch.

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