--- title: "Move payments between invoices" slug: "move-payments-between-invoices" updated: 2026-10-15T00:04:27Z published: 2026-10-15T00:04:27Z canonical: "help.servicetitan.com/move-payments-between-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. # Move payments between invoices ## Overview You can move payments between invoices for your payments to appear on correct invoices. This ensures that all your transactions are accurate in your accounting software and reporting. ## --- ### #### 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](/construction/docs/send-customer-statements#set-up-permissions) are required to use this feature. Please contact the account administrator on your team. ## Things to know - Move payments to another invoice within a project when: - Your customer places a deposit for a future job and this payment needs to move to the job where the work is billed to account for the balance on the invoice. - Your customer makes progress payments for a multi-day project with multiple invoices where you book separate jobs for each workday. - You use a single invoice for all billable items or you Split the billable items across multiple invoices. - Always move payments to the invoice where the customer is billed. An invoice should show the items the customer is paying for. - Payments exported to your accounting software cannot be moved to another invoice. - If you move payments from invoice to invoice, revenue is accounted for when the job is complete. ## Move a payment between invoices 1. [Find](/construction/docs/use-search-in-servicetitan) and select the invoice from which the payment you want to move is applied. 2. On the *Invoice* screen that opens, find the payment you want to move in the *Payments* section of the invoice and click **unapply**. ![Invoice details for plumbing installation, including tasks, payments, and due date information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-ssq5h0ct.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D) > [!NOTE] > **Note:** If you are moving a payment between invoices within a project, the payment can be moved to any invoice on the project if the status of the invoice is Pending or Posted. 3. A confirmation pop-up opens. Click **Confirm** to continue. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-hixlctwn.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D) 4. [Find](/construction/docs/use-search-in-servicetitan) and select the invoice to which you would like to apply the payment. > [!TIP] > **Tip:** If working with an invoice from a project, you can go back to the project dashboard from the Invoice page by clicking the project number displayed at the top of the Invoice screen. 5. On the *Invoice* screen that opens, click **Collect and apply payment** from the side menu. ![Invoice details for plumbing service visit, including payment and task information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-ifzk7jjk.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D) 6. On the *Collect and Apply Payments* screen that opens, select **Credits**. A list of all unapplied payments appears under the *Available Credit* tab. 7. Select the payment you want to apply to the invoice and in the *Apply Payment* section, select **Apply to Invoice**. 8. On the list of invoices that appears, select the invoice to which you want to apply for the payment. > [!NOTE] > **Note:** If you accessed the Collect and Apply Payments screen from the Invoice screen, that invoice is selected from the list of invoices by default. 9. When you are finished, click **Save**. ![GIF of payment being moved to another invoice](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-55gbckom.gif?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A37Z&se=2026-10-31T01%3A42%3A37Z&sr=c&sp=r&sig=wETzN5cKrmOtt41cgkPFjR2rBV5APSswph%2B89%2FZmXWY%3D) ## Want to learn more? - See [Payments](/construction/docs/payments-home) - See [Manage projects](/construction/docs/manage-projects) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)