Overview
To ensure that every customer receives their invoice once a job is completed, you can configure invoices to be emailed automatically. You can also customize which invoices are automatically sent and which ones still need to be manually emailed.
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 for details.
Accounting permissions are required to use this feature. Please contact the account administrator on your team.
Things to know
This feature is not compatible with the Multiple Invoice/Estimate print options feature. Ensure that the Multiple Invoice/Estimate print options feature is turned off before using this feature.
Before turning on automatic invoice emailing, you should customize your invoice email template.
Turn this feature on or off according to Job Types, Business Units, and Technicians in the Automatic Invoicing settings.
The invoice is sent to the most recent email address added to the customer’s profile. This is the email address at the bottom of the customer’s Contacts list.
An invoice is automatically sent once an eligible job has the Completed status.
A confirmation pops up to acknowledge it was sent when the job is completed during the office experience. The confirmation doesn't show for technicians on Mobile, but the invoice is be sent.
To make sure automatic invoicing is working, you should include the relevant job types in Settings. For more, see Select which job types allow for automatic invoices.
You must have an option toggle set to On for technicians, business units, and job types in Settings for invoices to be emailed automatically. If you do not have anything toggled to On, no invoices will be sent automatically.
Exclude customers from automatic invoicing
Search for and go to the customer profile of the customer you want to exclude.
Click Edit
. On the edit screen opens, click the Tags field and select “Do not auto-send invoice” from the dropdown.
When you’re done, click Save.
Manage your Excluded Customers list
Go to the navigation bar and click Settings .
In the side panel, click Invoicing > Automatic Invoicing.
Under Excluded Customers, click Remove next to the customer name for which you want to enable automatic invoice
Tip: You can also remove the tag by opening the customer’s profile, clicking Edit
, clicking the X next to the tag under the Tags field, and saving your changes. When you're finished, click Save.
Select which technicians are allowed to send automatic invoices
Go to the navigation bar and click Settings .
In the side panel, click Invoicing > Automatic Invoicing.
Under Technicians, click the toggle next to each technician’s name to enable or disable their jobs from having invoices sent automatically.
When you're finished, click Save.
Select which job types allow for automatic invoices
Go to the navigation bar and click Settings .
In the side panel, click Invoicing > Automatic Invoicing.
Under Job Types, click the toggle next to each job type to enable or disable automatic invoices.
When you're finished, click Save.
Select which business units allow for automatic invoices
Go to the navigation bar and click Settings .
In the side panel, click Invoicing > Automatic Invoicing.
Under the Business Units section, click the toggle next to each business unit to enable or disable automatic invoices.
When you're finished, click Save.
Want to learn more?
Visit ServiceTitan Academy and enroll in Modifying Customer Records