--- title: "Automatically generate invoice summary using Titan Intelligence" slug: "automatically-generate-invoice-summary-using-ti" updated: 2026-04-08T14:57:57Z published: 2026-04-08T14:57:57Z --- > ## 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 summary using Titan Intelligence ## Overview ## Get clear and detailed invoice summaries based on your original invoice and job summaries with one click. Generating invoice summaries using Titan Intelligence saves you time and enhances your customer communication. You can decide which invoice values to use and the overall structure of your invoice summaries. --- ### #### 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 only available in the ServiceTitan desktop version and the ServiceTitan Field Mobile App, not in ServiceTitan Mobile. For more on using this feature in the ServiceTitan Field Mobile App, see [Generate invoice summary using Titan Intelligence in the ServiceTitan Field Mobile App](/v1/docs/generate-invoice-summary-using-titan-intelligence). - You can make changes to your invoice summary prompt directly in the invoice screen without going to **Settings**. Use the **Prompt** text field to edit or write a new prompt then click **Generate Summary** to preview the generated invoice summary. - When writing your prompt, be clear and specific. We recommend you try out different prompts and preview the test summary. ## Set up invoice summary prompt for Titan Intelligence Prompts are special instructions used by Titan Intelligence to create your invoice summary. With prompts, you can determine the tone and style of your summary, ensuring that your summary matches your company brand. Use the *Generative Content Rules* screen to create the prompt to be used by Titan Intelligence to generate your invoice summary. This screen also guides you through creating your prompt. To set up your invoice summary prompt: 1. Go to the navigation bar 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 Summary**tab. 4. In the *Invoice Summary Prompt*section, enter a prompt. ![Interface for creating invoice summaries with example prompts and configuration options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-9s02ic51.png) 5. In the *Prompt Test Settings* section, you can edit the details of the invoice and job summary to test your prompt. 6. (Optional) Enter an existing invoice number in the **Invoice Number** search field to use that invoice to test your prompt. 7. Select the **Include Job Summary** option if you want to include the job summary in the invoice summary. ![Settings for generating an invoice summary with job details and membership benefits.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-2krjwuup.png) 8. In the *Test Email Results* section, click **Generate Test Summary**to preview your generated invoice summary. ![Summary of services including discounts and membership benefits for plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-ka6l9dsk.png) 9. When finished, go to the *Prompt* *Configuration* section and click **Save as Current Prompt**. ![Interface for generating invoice summaries with options to save or discard changes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-ytkmtxsu.png) 10. Click the **Generative Invoice Summary**to enable this feature. > [!NOTE] > **Note:** It may take a moment for the **Enhance with TI** option to appear on the invoice record after enabling the feature. *![Instructions for enabling generative invoice summaries in Titan Intelligence platform.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-mzx2dwxr.png)* 11. Your saved prompt appears in the *Current Prompt* section of the screen and includes invoice fields you selected. ## Edit your invoice summary prompt 1. Go to the navigation bar 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 Summary**tab. 4. In the *Invoice Email Prompt* section, make changes to your existing prompt. 5. In the *Test Email Results* section, click **Generate Test Email** to preview your generated email. 6. When finished, click **Save as Current Prompt**. 7. The *Current Prompt* section of the screen updates to show your new prompt. ## Generate your invoice summary 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. To generate your invoice summary using Titan Intelligence: 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 **Enhance with TI**. ![Invoice details showing job summary, payment terms, and service location information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-n78z5fc7.png) 3. On the *Enhance Invoice Summary* screen that opens, in the *Include Additional Data* section, select: 1. **Job Summary** if you want to include the job summary 2. **Completed Forms** you want to include 3. **Invoice Items & Descriptions** you want to include 4. Click **Generate Summary**. ![Interface for enhancing invoice summaries with options for job summaries and descriptions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-c36z492x.png) 5. The generated invoice summary appears in the **Generated Invoice Summary** field. Review the generated invoice summary. > [!NOTE] > **Note:**You can adjust the invoice summary prompt in this screen by making changes in the **Prompt** field. Click **Generate Summary** again to view the new generated invoice summary after making your edits to the prompt. *![A user interface displaying an invoice summary with options to save or regenerate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-nfe9aik8.png)* 6. When finished, click **Save Generated Invoice Summary**. 7. At the *Save Summary* pop-up, click **Save**. 8. On the invoice screen, the *Invoice Summary* section updates to show the generated invoice summary. ![Invoice summary detailing customer contact protocol and payment information for AMC Corp.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/automatically-generate-invoice-summary-using-titan-intelligence-image-83sh4pqg.png) Want to learn more? - See [Automatically generate invoice email using Titan Intelligence](/v1/docs/automatically-generate-invoice-email-using-ti) - See [Email customer invoices](/v1/docs/print-email-and-download-customer-invoices#email-customer-invoices)