--- title: "Automatically generate invoice email using Titan Intelligence" slug: "automatically-generate-invoice-email-using-titan-intelligence" updated: 2026-03-27T18:26:07Z published: 2026-03-27T18:26:07Z stale: true --- > ## 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. # Automatically generate invoice email using Titan Intelligence ## Overview Create personalized and engaging invoice emails to send to your customers with one click using Titan Intelligence. This saves you time and enhances your customer communication. You can decide which invoice values to use and the overall email tone and structure of your emails. --- ### #### 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. ## Things to know - This feature is not available in ServiceTitan Mobile. - This feature does not override the content and fields defined in your [email templates.](/v1/docs/customize-email-templates) Instead, it generates new email content for you to choose from when sending out invoice emails. - When writing your prompt, be clear and specific. We recommend you try out different prompts and preview the email test results to determine which prompt best suits your brand. ## Set up invoice email prompt for Titan Intelligence Prompts are special instructions used by Titan Intelligence to create your email message. With prompts, you can determine the tone and style of your message, ensuring that your messaging matches your company brand. Use the *Generative Content Rules* screen to create the prompt to be used by Titan Intelligence to generate your invoice emails. This screen also guides you through creating your prompt. To set up your invoice email prompt: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. In the side panel, click **Invoicing** **>** **Generative Content Rules**. 3. On the *Generative Content Rules* screen that opens, click the **Invoice Email**tab. 4. In the *Invoice Email Prompt* section, click **Enter Prompt to Begin**. ![Interface for generating invoice emails with prompt configuration options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-db6ob7k8.png) 5. In the *Invoice Email Prompt*pop-up that opens, enter your prompt or instructions. > [!NOTE] > **Note:** The pop-up gives you directions on how to write your prompt and provides you several examples. *![Instructions for crafting effective invoice email prompts and examples for guidance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-rdfooyv3.png)* 6. When finished, click **Next**. 7. Another pop-up opens, asking you to review a summary of your prompt. Review your original prompt in the *Your Prompt* section and ServiceTitan’s summary in the *Our summary of your prompt* section. > [!NOTE] > **Note:** If you’re not satisfied with the summary of your prompt, click **Try Again** to edit your prompt. 8. When finished, click **Done**. ![Summary of an invoice email prompt with options to confirm or retry.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-h1ybkxog.png) 9. In the *Prompt Test Settings* section, select the invoice fields you want to include in your generated email. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-uvz16kh9.png) 10. (Optional) Enter an existing invoice number in the **Invoice Number** search field to use that invoice to test your prompt. 11. In the *Test Email Results* section, click **Generate Test Email** to preview your generated email. ![Preview of a test email generation interface with customer details and settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-blr06z11.png) 12. When finished, go to the *Prompt* *Configuration* section and click **Save as Current Prompt** to save your prompt. ![Instructions for generating invoice emails and summaries using Titan Intelligence tools.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-shwaiza8.png) 13. Click the **Generative Invoice Email**option to enable this feature. ![Instructions for enabling the Generative Invoice Email feature in Titan Intelligence.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-lb10dh4c.png) 14. Your saved prompt appears in the *Current Prompt* section of the screen and includes invoice fields you selected. ![Settings for generating a professional invoice email with included and excluded fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-n2qk6jaz.png) ## Edit your invoice email prompt 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. In the side panel, click **Invoicing** **>** **Generative Content Rules**. 3. On the *Generative Content Rules* screen that opens, click the **Invoice Email**tab. 4. In the *Invoice Email Prompt* section, click **Edit Prompt**. 5. On the pop-up that opens, make changes to your existing prompt. 6. When finished, click **Next**. 7. On the pop-up that opens, review the prompt summary and click **Done**. 8. On the *Generative Content Rules*screen, in the *Prompt Test Settings*, make any additional changes by selecting or removing the invoice fields. 9. In the *Test Email Results* section, click **Generate Test Email** to preview your generated email. 10. When finished, click **Save as Current Prompt**. 11. The *Current Prompt* section of the screen updates to show your new prompt. ## Generate your invoice email using Titan Intelligence Before generating your invoice email using Titan Intelligence, make sure the **Generative Invoice Email** toggle is switched on in the *Generative Content Rules* screen. You can generate your invoice email using Titan Intelligence in two ways: - From the invoice screen - From the Transaction Hub invoices module ## From the invoice screen 1. Go to the invoice screen from either the [Customer Record](/v1/docs/customer-and-location-records-overview#view-a-customer-or-location-record) or the [Job record](/v1/docs/job-record-overview). Alternatively, you can [search](/v1/docs/use-search-in-servicetitan) for the invoice. 2. On the invoice screen, click the **Email ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail-outline.png)** icon. ![Invoice details including project number, payment terms, and business unit information displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-3y3pou81.png) 3. On the *Email Invoice* screen that opens, click **Generate with TI**.![Email invoice template showing sender, recipient, subject, and message body details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-uu4aqh6s.png) 4. The *Body* field clears and updates with a new email message. Review the new email message. ![Email invoice template showing details for unpaid invoice and sender information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-rbbeia1w.png) 5. When finished, click **Send**. ## From the Transaction Hub invoices module 1. Go to the top toolbar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**. 2. In the side menu, click **Invoices**. 3. Find the invoice you want to email and click the **Actions** icon. 4. From the **Actions** dropdown, select **Email Invoice**. 5. On the *Email Invoice* screen that opens, click **Generate Email Body**. ![Email template for sending an HVAC service invoice to a customer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-3cr5rnrx.png) 6. The *Body* field clears and updates with a new email message. Review the new email message. ![Email reminder for pending invoice balance from HVAC service with invoice details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-email-using-titan-intelligence-image-h9mmsezo.png) 7. When finished, click **Send**. ## Want to learn more? - See [Automatically generate invoice summary using Titan Intelligence](/v1/docs/automatically-generate-invoice-summary-using-ti) - See [Email customer invoices](/v1/docs/print-email-and-download-customer-invoices#email-customer-invoices)