--- title: "Automatically email invoices" slug: "automatically-email-invoices" tags: ["Role - Accountant", "Area - Accounting", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"] updated: 2026-11-04T20:44:54Z published: 2026-11-04T20:44:54Z canonical: "help.servicetitan.com/automatically-email-invoices" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Automatically email invoices ## Overview To ensure that every customer receives their invoice once a work order is completed, you can configure invoices to be emailed automatically. You can also customize which invoices are automatically sent and which ones still need to be manually emailed. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - [Accounting permissions](/commercial/docs/send-customer-statements#set-up-permissions) are required to use this feature. Please contact the account administrator on your team. ## Things to know - This feature is not compatible with the *Multiple Invoice/Estimate print options* feature. Ensure that the *Multiple Invoice/Estimate print options* feature is turned off before using this feature. - Before turning on automatic invoice emailing, you should [customize your invoice email template](/v1/docs/customize-email-templates). - Turn this feature on or off according to *Work Order Types, Business Units*, and *Technicians* in the Automatic Invoicing settings. - The invoice is sent to the most recent email address added to the customer’s profile. This is the email address at the bottom of the customer’s *Contacts* list. - An invoice is automatically sent once an eligible work order has the *Completed* status. - A confirmation pops up to acknowledge it was sent when the work order is completed during the office experience. The confirmation doesn't show for technicians on Mobile, but the invoice is be sent. - To make sure automatic invoicing is working, you should include the relevant work order types in *Settings*. For more, see [Select which job types allow for automatic invoices](/commercial/docs/automatically-email-invoices#select-which-job-types-allow-for-automatic-invoices). - You must have an option toggle set to **On** for technicians, business units, and work order types in *Settings* for invoices to be emailed automatically. If you do not have anything toggled to **On**, no invoices will be sent automatically. ## Exclude customers from automatic invoicing 1. [Search for](/commercial/docs/use-search-in-servicetitan) and go to the customer profile of the customer you want to exclude. 2. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A40Z&se=2026-11-09T12%3A08%3A40Z&sr=c&sp=r&sig=vJuZxzkL9qdOtPy%2FpaI23%2FZnGB%2Frxnb8wFP6p1Hr19s%3D). 3. On the edit screen opens, click the **Tags** field and select “Do not auto-send invoice” from the dropdown. ![Editing customer details for Jack Turner, including tags and type options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-email-invoices-image-q8mbru1s.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A40Z&se=2026-11-09T12%3A08%3A40Z&sr=c&sp=r&sig=vJuZxzkL9qdOtPy%2FpaI23%2FZnGB%2Frxnb8wFP6p1Hr19s%3D) 4. When you’re done, click **Save**. ## Manage your Excluded Customers list 1. Go to the navigation bar and click **Settings** . 2. In the side panel, click **Invoicing** > **Automatic Invoicing**. 3. Under **Excluded Customers**, click **Remove** next to the customer name for which you want to enable automatic invoice![List of excluded customers with an option to remove a specific customer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-email-invoices-image-q63a1mpy.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A40Z&se=2026-11-09T12%3A08%3A40Z&sr=c&sp=r&sig=vJuZxzkL9qdOtPy%2FpaI23%2FZnGB%2Frxnb8wFP6p1Hr19s%3D) > [!TIP] > **Tip:** You can also remove the tag by opening the customer’s profile, clicking **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A40Z&se=2026-11-09T12%3A08%3A40Z&sr=c&sp=r&sig=vJuZxzkL9qdOtPy%2FpaI23%2FZnGB%2Frxnb8wFP6p1Hr19s%3D), clicking the **X** next to the tag under the **Tags** field, and saving your changes. 4. When you're finished, click **Save**. ## Select which technicians are allowed to send automatic invoices 1. Go to the navigation bar and click **Settings** . 2. In the side panel, click **Invoicing** > **Automatic Invoicing**. 3. Under **Technicians**, click the toggle next to each technician’s name to enable or disable their work orders from having invoices sent automatically. ![Manage technicians' automatic invoice settings with toggle switches for each technician.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-email-invoices-image-mpv56i08.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A40Z&se=2026-11-09T12%3A08%3A40Z&sr=c&sp=r&sig=vJuZxzkL9qdOtPy%2FpaI23%2FZnGB%2Frxnb8wFP6p1Hr19s%3D) 4. When you're finished, click **Save**. ## Select which work order types allow for automatic invoices 1. Go to the navigation bar and click **Settings** . 2. In the side panel, click **Invoicing** > **Automatic Invoicing**. 3. Under **Work Order Types**, click the toggle next to each work order type to enable or disable automatic invoices. ![Work order settings show automatic invoices enabled for service orders but disabled for installation and all work orders.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/work-order-types-auto-invoice.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A40Z&se=2026-11-09T12%3A08%3A40Z&sr=c&sp=r&sig=vJuZxzkL9qdOtPy%2FpaI23%2FZnGB%2Frxnb8wFP6p1Hr19s%3D) 4. When you're finished, click **Save**. ## Select which business units allow for automatic invoices 1. Go to the navigation bar and click **Settings** . 2. In the side panel, click **Invoicing** > **Automatic Invoicing**. 3. Under the **Business Units** section, click the toggle next to each business unit to enable or disable automatic invoices. ![Settings for managing automatic invoices for different business units are displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-email-invoices-image-jw7vvsc3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A40Z&se=2026-11-09T12%3A08%3A40Z&sr=c&sp=r&sig=vJuZxzkL9qdOtPy%2FpaI23%2FZnGB%2Frxnb8wFP6p1Hr19s%3D) 4. When you're finished, click **Save**. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Modifying Customer Records](https://servicetitan.docebosaas.com/academy/learn/courses/345/modifying-customer-records) - See [Print, email, or download customer invoices](/commercial/docs/print-email-and-download-customer-invoices) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)