--- title: "Guide to auto-batching" slug: "guide-to-auto-batching" updated: 2026-10-15T00:05:49Z published: 2026-10-15T00:05:49Z canonical: "help.servicetitan.com/guide-to-auto-batching" --- > ## 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. # Guide to auto-batching ## Overview ServiceTitan auto-batching helps you automatically group invoices, payments, bills, returns, inventory adjustments, and inventory transfers. [Guide to auto-batching Video](https://fast.wistia.net/embed/iframe/iz5jz3ps0q?web_component=true&seo=true&videoFoam=false) ## --- ### #### 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](/construction/docs/send-customer-statements#permissions) are required to use this feature. Please contact the account administrator on your team. ## Things to know - For the purposes of this guide, invoices, payments, bills, returns, inventory adjustments, and inventory transfers will be referred to as transactions. - **WARNING:** If you are exporting to QuickBooks Desktop and have multiple QBD files, you need to enable **Group by Business Unit** for each transaction. This allows you to select the correct QBD file when exporting batches. - Auto-Batching in ServiceTitan runs for each transaction based on their cadence in **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D)** > **Accounting** > **Auto-Batching**. - When transactions are Auto-Batched, you still need to complete your review and export phase manually. - To disable certain transaction types from being auto-batched, set the *Cadence* for that transaction type to *Manually*. ## Auto-Batching cadence A transaction’s cadence determines how often it will be batched automatically. ServiceTitan Auto-batching settings offer the following cadences: - *Daily*: A new batch for the transaction will be created once per day. - *Per Transaction*: A new batch for the transaction will be created as soon as the transaction is made. - *Weekly*: A new batch for the transaction will be created once per week. - *Monthly*: A new batch for the transaction will be created once per month. - *Manually*: This transaction will not be Auto-batched. To assign a cadence to each of your transactions: 1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D). 2. In the side panel, go to **Accounting** > **Journal Entries and Auto-Batching**.. 3. On the *Journal Entries and Auto-Batching* screen, click **Edit** under the *Batch Cadence* column. 4. On the dropdown that appears, select your preferred cadence. ![Dropdown menu showing options for Auto Export Frequency and Batch Cadence settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/guide-to-auto-batching-image-c2694n9t.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D) 5. Repeat steps 3-4 for each transaction type. 6. Go to the *Batch Settings* section and set the *Auto-Batching Start Date*. > [!NOTE] > **Note:** Auto-Batching processes 100 transactions every two minutes. If you select a past date, it may include a large backlog of transactions. ![Settings for auto-batching transactions with start date and grouping options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/guide-to-auto-batching-image-wn7eqalw.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D) 7. When finished, click **Save. ![Buttons for restoring default settings and saving changes in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/guide-to-auto-batching-image-8xmvuwf6.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D)** > [!NOTE] > **Note:** If you click **Restore to Default**, every transaction’s cadence reverts back to Daily with the exception of **Payments (Invoices)**, which reverts to Manually. ## Grouping The *Journal Entries and Auto-Batching* settings page includes several grouping toggles that allow you to further customize how many batches are created. ## Group batches by cadence: This allows you to create one batch for multiple transaction types based on their cadence. For example, if *Invoices* and *Bills* are set to a *Daily* cadence, they will be grouped to create one batch. To enable this, select the **Group batches by cadence** option in the *Batch Settings* section of the *Journal Entries and Auto-Batching* settings screen. **![Settings for auto-batching transactions with date and grouping options highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/guide-to-auto-batching-image-anagq6dd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D)** ## Group by business unit Each transaction will be grouped by cadence and business unit. For example, if you have four invoices and each of them is assigned to a different business unit, four batches will be created. > [!NOTE] > **Note:** This will increase the total number of batches/journal entries. To group by cadence and business unit, select the option under the *Separate by Business Unit* column in the configuration table. **![User selects 'Daily' option in a data export settings table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/guide-to-auto-batching-image-nusaam6g.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D)** ## Group by Payment Type (Payments only) Each payment transaction will be grouped by cadence and payment type. For example, if you have four payments and each of them is a different payment type, four batches will be created. To group by cadence and payment type, select the option under the *Separate by Payment Type* column in the configuration table. **![User selects checkbox in a table for payment type separation options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/guide-to-auto-batching-image-oaivc97q.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A43Z&se=2026-10-31T01%3A41%3A43Z&sr=c&sp=r&sig=xc3ltEB43skJfeivTNDdxuOV0yhEekZ06tUlUYrY%2FX4%3D)** ## FAQ ## --- ### #### Why do my invoices automatically go back into a batch after being unbatched? Go to **Settings > Accounting > Journal Entries and Auto-Batching** and check the *Batch Cadence* for your transactions. Transactions are batched automatically if they are set to *Daily*. Set the batch cadence to *Manual* to prevent this. ## Want to learn more? - See [Batch, post, and export transactions](/construction/docs/batch-post-and-export-transactions)