Add an existing payment to another invoice

  • Published on Mar 15, 2026
  • 1 minute(s) read
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Overview

When a payment needs to be moved to a different invoice, the steps vary depending on whether the payment is part of a project and its current status. This guide covers how to move standalone and project-based payments that are in a Pending, Posted, or Exported state.

Who uses this feature

  • Accountants and office employees

  • Applies to all business types

Feature configuration

  • Account configuration is not required to collect payments and deposits if you're currently using the ServiceTitan Web Connector with QuickBooks Desktop, QuickBooks Online, or Intacct.

  • Permissions for Payments are required to use this feature. Please contact the account administrator on your team.

Standalone payment (not associated with a project)

If a payment is attached to a single invoice not in a project, you will be able to move the payment to another invoice if the payment is Pending, Posted, or Exported.

  • If the payment is Pending, you can unapply the payment and apply the payment to the other invoice.

  • If the payment is Posted, you can unpost the batch, unapply the payment and apply the payment to the other invoice.

  • If the payment is Exported, you can unapply the payment and apply the payment to the other invoice.

Note: To unapply an exported payment, make sure you have the Unapply exported transactions (Payment Collections) permission enabled. Contact your local administrator for assistance.

Payment in a project

If a payment is in a project, you will be able to move the payment to another invoice if the payment is Pending, but not if the payment is Posted or Exported:

  • If the payment is Pending, you can move the payment to any other invoice in the project.

  • If the payment is Posted, you can unpost the batch and move the payment to any other invoice in the project.

  • If the payment is Exported, you can unapply the payment and move the payment to any other invoice in the project.

Note: To unapply an exported payment, make sure you have the Unapply exported transactions (Payment Collections) permission enabled. Contact your local administrator for assistance.

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