--- title: "Make Invoice Summaries a required field" slug: "make-invoice-summaries-a-required-field" tags: ["Role - Accountant", "Area - Accounting Integrations", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"] updated: 2026-11-04T17:34:19Z published: 2026-11-04T17:34:19Z canonical: "help.servicetitan.com/make-invoice-summaries-a-required-field" --- > ## 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. # Make Invoice Summaries a required field ## Overview The *Invoice Summary* of a work order shows what work has been performed. To ensure it is filled out, you can make it a required field for specific technicians, work order types, and work orders. This allows you and your customers to always have a paper trail of work performed on certain work orders. --- ### #### 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 and email permissions](/commercial/docs/send-customer-statements#permissions) are required to use this feature. Please contact the account administrator on your team. - The *Edit Invoice Summary Requirement* is required to use this feature. Please contact the account administrator on your team. ## Things to know - When a work order’s invoice summary is required, the technician or office employee can’t close it out until they write something for the summary. - Each work order has its own invoice summary requirement that can be enabled or disabled. If it is enabled, a technician or office employee will need to fill out the summary before the work order can be marked as complete. - *Work order Summary* is a separate field that can be manually filled in by an office employee or automatically added from *Work Order Type* settings. It can’t be set as a required field. - Appointments can be closed out without the invoice summary if the work order hasn’t been completed. ## Make Invoice Summaries required for a technician If you want a technician to fill out the *Invoice Summary* for every work order they’re assigned to: 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A20Z&se=2026-11-09T12%3A17%3A20Z&sr=c&sp=r&sig=xziFNtPY4ApG5cTmIjEoFLc7WBr4fhV6xllWFEHRuEw%3D). 2. In the side panel, click **People** **>** **Technicians**. 3. Click **Edit** for the technician you want. 4. Click the **Permissions** tab. *The technician’s permissions screen opens*. 5. Select **Invoice Summary is Required**. ![Editing technician permissions for invoice management and required invoice summary.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/make-invoice-summaries-a-required-field-image-kevfvaz0.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A20Z&se=2026-11-09T12%3A17%3A20Z&sr=c&sp=r&sig=xziFNtPY4ApG5cTmIjEoFLc7WBr4fhV6xllWFEHRuEw%3D) 6. When you're finished, click **Save Changes**. > [!NOTE] > **Note:** If multiple technicians are assigned to a work order and the one completing it doesn’t have the permission enabled, the Invoice Summary is not required. ## Make Invoice Summaries required for a work order type If you want a work order type to always mark the *Invoice Summary* as required by default: 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A20Z&se=2026-11-09T12%3A17%3A20Z&sr=c&sp=r&sig=xziFNtPY4ApG5cTmIjEoFLc7WBr4fhV6xllWFEHRuEw%3D). 2. In the side panel, click **Operations** **>** **Work Order Types**. 3. Click **Edit** for the work order type you want. *The work order type’s edit screen appears*. 4. Select **Require an invoice summary to complete a work order with this invoice type**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/work-order-type-invoice-required.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A20Z&se=2026-11-09T12%3A17%3A20Z&sr=c&sp=r&sig=xziFNtPY4ApG5cTmIjEoFLc7WBr4fhV6xllWFEHRuEw%3D) 5. Save your changes. > [!NOTE] > **Note:** This change is not retroactive and will only apply to work orders booked with that job type in the future. ## Make Invoice Summaries required for a specific work order If you want to turn on the *Invoice Summary* requirement for a single work order: 1. Find the work order using [ServiceTitan Search](/commercial/docs/use-search-in-servicetitan). 2. Click **Edit Work Order** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A20Z&se=2026-11-09T12%3A17%3A20Z&sr=c&sp=r&sig=xziFNtPY4ApG5cTmIjEoFLc7WBr4fhV6xllWFEHRuEw%3D). *The Edit Work Order screen opens*. 3. Select **Invoice Summary is required before completing this work order**. > [!NOTE] > **Note:** If the technician has the Invoice Summary is Required permission enabled, they will need to fill out the summary regardless of the work order’s settings. 4. **Save** your changes. ![User clicks on Invoice Summary checkbox before saving the invoice settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/make-invoice-summaries-a-required-field-image-s4fpihsn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A20Z&se=2026-11-09T12%3A17%3A20Z&sr=c&sp=r&sig=xziFNtPY4ApG5cTmIjEoFLc7WBr4fhV6xllWFEHRuEw%3D) ## ## FAQ --- ### #### How do I remove the Description of work section from the payment page when making an online payment? There is no direct way of removing the *Description of work* section from the online payment page. However, you can disable the requirement for technicians to enter an invoice summary. This prevents the *Description of work* section from appearing on the payment page. To disable this requirement, see [Make Invoice Summaries a required field](/commercial/docs/make-invoice-summaries-a-required-field). ## Want to learn more? - See [Setup invoice signature settings](/commercial/docs/setup-invoice-signature-settings-1)