--- title: "Manage service agreement billing and invoices" slug: "manage-service-agreement-billing-and-invoices" updated: 2026-10-15T01:26:35Z published: 2026-10-15T01:26:35Z canonical: "help.servicetitan.com/manage-service-agreement-billing-and-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. # Manage service agreement billing and invoices ## Overview Use the *Billing and Invoices* tab to view and update the billing schedule, payment terms, payment method, bill-to customer, service location, agreement duration, total agreement price, and invoices associated with the agreement. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers - Primarily benefits Commercial Service and Replacement business types - Applies to all trades ## Things to know - Any updates to the payment method, payment terms, or billing address are applied to future invoices. Invoices generated before the updates are not automatically updated. - The *Invoices and Revenue Recognition* table only shows a job invoice if it’s completed. - On an agreement that uses *Time of Service* billing with *Immediate* revenue recognition, dismissing a visit generates an invoice. ## Service agreement billing and invoice actions The *Billing Schedule and Payment Terms* section shows the billing schedule and payment terms set when the agreement was created. 1. Click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) to update the *Payment Terms, Payment Method, Bill To* customer, *Customer PO#,* or *Service Location*. ![Service agreement details including billing schedule, payment terms, and customer information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-06-16 at 2.35.35 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) > [!NOTE] > **Note:** Any updates to the payment method, payment terms, or billing address are applied to future invoices. Invoices generated before the updates are not automatically updated. 2. The *Invoices and Revenue Recognition* section shows historical invoices associated with the agreement. The table includes both the job and recurring invoices associated with the agreement. Click an **Invoice** or **Job** to open it in a new tab. It also shows upcoming scheduled invoices and revenue-recognition rows, so you can see what is due to bill and recognize in future periods. ![Service agreement overview showing invoices, revenue recognition, and billing details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1781804592919.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) > [!NOTE] > **Note:** The table only shows a job invoice if it’s completed. ## Edit the duration and billing schedule of a service agreement Use **Edit Duration and Billing Schedule** to make mid-term changes to an activated agreement in one place. From here, you can edit an agreement's duration, billing schedule, and total agreement price (TAP). This replaces the legacy Edit TAP entry point for agreements that use a billing schedule table. > [!NOTE] > **Note:** The *Edit duration and billing schedule* permission is required to use this feature. Please contact the account administrator on your team. To use the *Edit Duration and Billing Schedule* modal: 1. From the service agreement, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) at the top. 2. Select **Edit Duration and Billing Schedule**. ![User selecting 'Edit Duration and Billing Schedule' from agreement options menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1781806999899.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) > [!TIP] > **Tip:** Table footers on this screen show the difference between your scheduled total and the target agreement price. ### Edit the duration Adjust the **Duration** by adding or removing time. You can't set an end date earlier than the current date. If billing is complete and you add time, choose whether to bill more or keep the current TAP. ![Editing agreement duration with start and end dates, and duration selection options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-06-16 at 2.19.49 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) ### Edit the total agreement price Update the **Total Agreement Price** (TAP) directly from the *Pricing* section. For a *Time-of-Service* agreement with no remaining visits, a TAP increase is blocked. ![Pricing details including labor, material costs, and total agreement price highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-06-16 at 2.59.18 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) > [!NOTE] > **Note:** For an agreement with no visits, this modal correctly shows and updates the agreement's actual current price. ### Change the billing schedule Select a **Billing Schedule** (**Upfront**, **Biannual**, **Quarterly**, **Every Other Month**, **Monthly**, **Annual**) or switch to a **Custom** schedule with specific dates and amounts per invoice. A custom schedule carries into renewals. > [!NOTE] > **Note:** *Biannual*, *Quarterly*, and *Every Other Month* options are available only when the duration divides evenly. You can also switch billing to **Time of Service** when remaining visits exist. > [!NOTE] > **Note:** The *Time of Service* option is blocked when there's a remaining amount to bill and no future visits to attach it to. ![Billing schedule options include monthly, biannual, and custom settings for invoicing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-06-16 at 2.21.20 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) > [!TIP] > **Tip:** Click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) in the *Actions* column to edit the summary of that invoice. ### View and edit the revenue recognition schedule View the past and future revenue recognition schedule for straight-line and percent-complete agreements, and click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) in the *Actions* column to change how revenue is recognized across periods. > [!NOTE] > **Note:** Editing the future revenue recognition schedule is only applicable to agreements using the straight-line revenue recognition mode. It’s not available for traditional, percent-complete Deferred revenue agreements. ![Revenue recognition schedule displaying journal entries and recognized revenue amounts for specific dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-06-16 at 2.27.22 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D) ## Process recurring billing for service agreements Create a billing run for your service agreements to generate invoices, Batch them after processing, and return the results of the run. For more, see [Process recurring billing for memberships and service agreements](/construction/docs/process-recurring-billing-for-memberships-and-service-agreements). ## Create automatic billing rules for service agreements You can set up automatic billing rules for service agreements to process recurring payments automatically based on dates and billing rules you set. For more, see [Manage automatic membership and service agreements billing rules](/construction/docs/manage-automatic-membership-and-service-agreements-billing-rules). ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements) - See [Create payment terms](/construction/docs/create-payment-terms) - See [Use, view, edit, and deactivate payment terms](/construction/docs/use-view-edit-and-deactivate-payment-terms) - See [Service Agreement management: Overview](/construction/docs/service-agreement-management-overview) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)