Final invoice total doesn't match the original estimate

 Troubleshooting
Role: Office employees · Accountants · AdministratorsArea: Invoicing, Estimates, Discounts & Fees · All business types · All versions

Reason 1

The discounts and fees on the invoice differ from the ones on the sold estimate.

Because the two sets of discounts and fees aren't the same, the totals come out different.

Reason 2

A percentage-based discount or fee recalculated.

Percentage discounts and fees calculate against the items on the invoice they're attached to, not the estimate's item set. When a change order is booked to the invoice, or more than one estimate is booked into one invoice, a percentage discount recalculates to a different dollar amount, and two percentage discounts can stack against the same subtotal and over-discount. This is how percentage discounts are designed to work, so the total can legitimately diverge from the signed estimate.

Reason 3

Sales tax shifted.

A discount reduces the taxable subtotal, which can change the tax and therefore the total.

• You need permission to view estimates and to edit invoices. If you don't have it, contact your administrator.

• Confirm the estimate you're comparing against is the sold estimate for the job, not a superseded draft.

1Compare the discounts and fees on the estimate and the invoice

1. Open the job with the discrepancy.

2. Review the sold estimate attached to the job. Check the discounts and fees listed.

3. Open the invoice linked to the job. Note the discounts and fees on the invoice.

4. Look for differences in the discounts and fees between the estimate and the invoice.

5. If a discount or fee on the invoice is genuinely wrong (for example, a fixed-dollar discount was mistyped or dropped), correct it, then save. If the difference is a recalculated percentage discount, see Check 2 before changing anything, because forcing it to match the estimate may be incorrect.

✓ Done · Any genuine discount or fee errors are corrected, and the invoice total reflects the correct amount.

2If you use percentage-based discounts, check for expected recalculation

1. Identify whether the differing discount or fee is percentage-based.

2. Check whether a change order was booked to the invoice, or whether more than one estimate was booked into it. Either can cause a percentage discount to recalculate against a larger item set, or two percentage discounts to stack against the same subtotal.

3. If so, the recalculated amount is usually expected behavior, not an error. To keep the signed and billed amounts aligned going forward, consider using fixed-dollar discounts, or re-add the discount on the invoice so the percentage applies only to its intended items.

✓ Done · You've confirmed whether the difference is an expected percentage recalculation and applied the approach your team uses for it.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The job number and invoice number

• The sold estimate total and the current invoice total

• The specific discounts and fees on each (names and amounts, and whether each is percentage or fixed)

• Whether any change orders or additional estimates were booked to the invoice

• Which checks from this article you already tried