Core Product

Accounting

Your go-to section for managing invoices, payments, payables, and accounting integrations — designed for accountants and bookkeepers to track and manage financial transactions.

New to Accounting? Start here Jump to key workflows

Product overview

See Accounting in action

This overview walks through the core Accounting workflows in ServiceTitan, from sending invoices and collecting payments to syncing data with your accounting software.

Setup

Set up the core accounting configuration in ServiceTitan to start invoicing customers, collecting payments, and managing your financial transactions accurately.

Setup checklist

Understanding accounting

Understand the basic principles of accounting to help you set up your workflows and processes.

Review your general ledger account settings

Ensures your transactions are categorized accurately and your financial reports align with your accounting system.

Create payment terms

Define due dates for sales invoices and vendor bills to manage payment collection and disbursement accurately.

Customize your invoice print template

Add your company logo, message, phone number, and web address to invoice and estimate templates.

Review your customer invoice configurations

Determine what information to include on invoices, such as technician name, member savings, and more.

Review your invoice signature settings

Determine whether to require technicians to collect invoice signatures to close out a job.

Required permissions

The Accounting module permission is required to set up and use accounting features. Contact your account administrator to have this permission enabled.

Once setup is complete

Start invoicing customers, collecting payments, managing vendor bills, and syncing financial data with your accounting software.

Quick start to invoicing

When your GL accounts, payment terms, invoice templates, and configurations are set up, you can start invoicing your customers.

Email an invoice

1.Search for and go to the invoice record you want to send.

2. On the invoice record, click Email.

3. On the Email Invoice screen, review the content of the email.

4. Make edits if necessary.

5. When finished, click Send.

Print an invoice

1.Search for and go to the invoice record you want to send.

2. On the invoice record, click Print.

3. A print view of the invoice opens in a new tab on your web browser.

4. Click Print to print the invoice.

Edit an invoice

1.Search for and go to the invoice record you want to edit.

2. On the invoice record, you can:

• Use the side menu to add a task, material, equipment, purchase order, and so on, on the invoice.

• Click Edit on an invoice item to edit it.

• Click Delete on an invoice item to remove it from the invoice.

• Click Update invoice details to edit details of the invoice.

3. When finished, click Save.

Collect a payment

You can collect a payment from either the invoice record or the customer profile. For more in-depth information on collecting a payment, see Collect a payment.

1.Search for and go to the invoice record you want to collect a payment for.

2. On the invoice record, click Collect and apply payment.

3. On the Collect and Apply Payments screen, enter the payment details.

4. In the Apply Payment section:

• If you want to apply the payment to the invoice, select Apply to Invoice and select the invoice.

• If you want to keep the payment as credit to the customer account, select Apply to Customer Profile.

5. When finished, click Save.

Advanced setup

Part 1 — Enhance your invoice templates

Copy and customize invoice print templates

Create a new document template with Template Manager

Import and export document templates with Template Manager

Part 2 — Sales tax tracking

Set up sales tax in ServiceTitan

Set tax exempt status on a customer record

Washington State sales tax

Part 3 — Auto-batching your transactions

Guide to auto-batching

Key workflows

Core workflows for managing your accounting activities in ServiceTitan.

Accounts Receivable Accounts Payable Journal Entries Accounting Integrations Financial Controls Refunds & Adjustments Progress Billing

Accounts Receivable

Handle incoming revenue — invoices, customer payments, and bank deposits.

Invoicing

Use Invoices module in the Transaction Hub

Charge interest using Invoices module

Payments

Use Customer Payments and Bank Deposits modules with the Transaction Hub

Payment terms

Use, view, edit, and deactivate payment terms

Set or change default payment terms

Change payment term on an invoice or bill

AR transaction reporting

AR Transactions report

AR Transactions By Customer report

AR Transactions By Job report

AR Transactions By Location report

Accounts Payable

Monitor all outgoing expenses — bills, vendor credits, and vendor payments.

Accounts Payable

Journal entries

Record financial transactions and manage your company's financial data accurately.

Journal entries overview

Configure journal entries

View journal entries

Manage journal entries

Best practice playbook: Journal entries

Accounting integrations

Sync your data between ServiceTitan and your accounting software.

Available integrations

Accounting integrations

Touchless Integration

Avalara integration

Avalara

Financial controls

Manage accounting periods and maintain transparency with an audit trail.

Accounting periods

Use Accounting Periods

Accounting audit trail

Understand Accounting Audit Trail

Refunds and adjustment invoices

Issue refunds and adjust invoices to correct billing errors.

Set up automated refund workflow

Refund payment applied to an invoice

Refund an unapplied payment or customer credit

Edit or delete a refund

Create an adjustment invoice

Create a refund adjustment invoice and issue a refund

Create a refund for an overpayment

Progress billing

Invoice customers as you complete key project stages using Application for Payment.

Setup

Progress billing overview and setup

Create progress invoice

Manage how the schedule of values appears on Applications for Payment

Manage double costing from chargeable materials

Complete Application for Payment and Continuation Sheet

Create a progress invoice based on Application for Payment

Use retainage

Create GL account for retainage

Set up retainage based on Application for Payment

Bill for retainage based on Application for Payment

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting

Step-by-step guides to resolve the most common issues.

How to Update Company Phone Number on Printed Invoices

Unable to Apply Credit to Outstanding Balance

Updating Charges on Invoices

How to Mark an Invoice as Paid Without Charging the Customer

How to Correct a Refunded and Collected Payment Issue

How to View $0 Balance Invoices in the Transaction Hub

Tax on Sold Estimate Not Calculating Correctly

How do I add a default task for credit card fees in ServiceTitan?

How to Resolve Negative Balances on AR Management Invoices

Refunding payments results in error

Frequently Asked Questions

Check out some of the most frequently asked questions for accounting.

Can I delete invoices in ServiceTitan?

To maintain accounting standards, ServiceTitan does not allow direct deletion of invoices. If the invoice has not been exported, you can edit it to reduce the balance to $0 and batch it — this effectively voids the invoice.

As long as no other invoices in the batch need to be reflected in your accounting software, you can also bypass batching.

If the invoice has already been exported, you can make changes using an adjustment invoice.

Can I deactivate default GL accounts?

It is not possible to delete or deactivate default GL accounts in ServiceTitan. However, they can be renamed or merged with another account.

How do I correct my invoice?

Invoices can be corrected in numerous ways depending on the specific issue. Some good starting places:

Invoice walkthrough

Edit an invoice

Edit or delete payments on invoices

Unapply a payment credit

Create an adjustment invoice

Accounting FAQ

Can I see past statements sent to a customer?

In the customer record, you can see an audit trail of all the statements sent to a customer. Under Customer Statement Log, you can view the statement and the message sent with the email. Click the link in the audit trail to view the statement.

Customer statement log showing email details and statuses for ACE Properties.

Why is my invoice showing a blank page?

Internet browsers store a memory of recently visited websites in what is called a cache. While this loads pages faster, it can sometimes result in errors such as a blank page. Clearing your cache forces the computer to re-download the page fresh.