Single payment receipt not available across multiple invoices

 Troubleshooting
Role: Administrator · Accountant · Bookkeeper · Office AdminArea: Invoicing, Payments, Adjustment Invoices · All versions

Reason 1

ServiceTitan does not generate a standalone payment-received document.

Proof of payment comes from a paid invoice showing a zero balance, not a separate receipt.

Reason 2

Two paths produce a single confirmation.

A consolidated invoice works when all invoices share the same Bill-To customer. A temporary adjustment invoice works when they don't, or when a consolidated invoice won't work.

• You need Accounting access to consolidate invoices and collect payments.

• Consolidated invoices require account configuration. If it's not enabled, contact Technical Support.

• For the adjustment-invoice workaround, the task you add must be non-membership and non-taxable.

1Collect one payment on a consolidated invoice

Use this when all the invoices share the same Bill-To customer. This is the recommended approach.

1. Go to the navigation bar and click Accounting > Invoices.

2. Select the open invoices you want to combine. All must share the same Bill-To customer.

3. Click Actions > Consolidate Invoices, review the details, and click Save.

4. Open the consolidated invoice and click Collect Payment.

5. On the Collect and Apply Payments screen, apply the payment. You can set how much applies to each underlying invoice.

6. Click Save.

7. Print or email the consolidated invoice as proof of payment.

✓ Done · Once paid, the consolidated invoice shows a zero balance and serves as the customer's single confirmation. You're done.

2If Check 1 won't work, use a temporary adjustment invoice

Use this when the invoices don't all share the same Bill-To customer, one already belongs to another consolidated invoice, or you need a standalone confirmation document.

1. Go to one of the invoices that received the payment.

2. Create an adjustment invoice for that invoice.

3. Add a non-membership, non-taxable task, and set the task amount to match the total payment received.

4. Add a description explaining why the payment was made.

5. Add a payment to the adjustment invoice, matching the payment amount to the task amount.

6. Send the adjustment invoice to the customer as payment confirmation.

7. After sending, delete the task and delete the payment from the adjustment invoice.

✓ Done · The customer receives one document confirming the full payment, and the temporary task and payment are removed so balances stay accurate.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The customer name and the invoices the single payment covered

• The total payment amount and the date received

• Whether you were able to create and send the adjustment invoice

• Which checks from this article you already tried