Core Product

Invoicing

Perform your invoicing tasks with ease, making sure you've got a clear record of the services you've provided. From creating invoices to keeping track of them, our invoicing feature ensures you're keeping your cash flow steady while also nurturing strong relationships with your customers.

New to Invoicing? Start here Jump to key workflows

Product overview

See Invoicing in action

Watch how invoicing streamlines billing from creation to payment collection, covering the Invoices module, bulk actions, templates, and mobile workflows.

Setup

The invoicing feature streamlines management and offers a range of tools for efficiently handling invoicing tasks — from the Invoices module in Transaction Hub to invoice templates, bulk actions, and tax and compliance settings.

Setup checklist

Set up your customer invoice configurations

Configure the foundational settings that control how invoices behave across your account.

Add company logo, message, phone number, and web address to invoices

Brand your invoices with your company's logo, contact info, and a custom message.

Configure your invoice signature settings

Determine whether signatures are required on invoices and how they're captured.

Determine if you want to make Invoice Summaries a required field

Decide whether technicians must include a summary before closing out an invoice.

Included with ServiceTitan

Invoicing is a core feature available to all ServiceTitan customers — no additional subscription required.

Once setup is complete

Create, send, and manage invoices from the office and in the field — with bulk actions, templates, and automated emailing built in.

Set up invoice templates

Configure your invoice template using Template Manager to ensure consistency and professional branding.

Document Templates overview

Create a new document template with Template Manager

Import and Export document templates with Template Manager

Copy and customize invoice print templates

Manage document template components in Template Manager

Explore the basics of invoicing

Understand how our invoicing features can help you tackle tasks that ensure you have an accurate accounting of services performed.

Overview of the invoicing process

Invoice walkthrough

Understand costing precision

Key workflows

Core workflows for using Invoicing across the office, mobile, and billing tasks.

Complete invoices from the office

Complete your invoices efficiently from the office, saving time and ensuring accurate billing while maintaining a professional workflow.

Review invoices before batching

Edit an invoice

Set individual invoice items as taxable

Charge for materials on invoices and estimates

Charge interest

Create an adjustment invoice

Complete invoices in Mobile

Efficiently complete your invoices directly in Mobile, allowing for quick, accurate billing from anywhere, enhancing flexibility and efficiency on the go.

Complete a job in ServiceTitan Mobile

Manage equipment in ServiceTitan Mobile

Replace items on invoices and estimates in ServiceTitan Mobile

Send invoices and statements

Explore different workflows to efficiently send invoices and statements through various methods, helping you streamline communication with customers and ensure timely payments.

Automatically email invoices

Send customer statements

Send balance forward statements

Bulk email invoices

Bulk print invoices

Print, email, or download customer invoices