---
title: "How to Apply Payments to Upfront-Billed Service Agreements Without an Invoice?"
slug: "how-to-apply-payments-to-upfront-billed-service-agreements"
updated: 2026-03-27T19:06:30Z
published: 2026-03-27T19:06:30Z
---

> ## 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.

# How to Apply Payments to Upfront-Billed Service Agreements Without an Invoice?

## Problem

You need to apply a payment to a service agreement that uses upfront billing, but there is no invoice currently available to associate with the payment.

## Solution

Follow these steps to generate a billing invoice for the upfront-billed Service Agreement and apply the collected payment to the invoice.

#### Generate an invoice

1. From the navigation bar, click **Accounting**.
2. From the *Accounting* screen, click **Recurring Billing**. ![Recurring Billing](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-apply-payments-to-upfront-billed-service-agreements-without-an-invoice-image-4zcnbypm.png)
3. From the *Create Run* section, enter the start and end dates for your billing run and click **Search Customers**.

> [!NOTE]
> **Note:** These dates should include the start date of the service agreement.
4. The search results include two tables that include customer, billing, and recurring billing information. You can switch between the tables by clicking the tabs:
  1. **Ready to Bill:** These are service agreements that have not yet been charged. All billing information is in order.
  2. **Action Required:** These service agreements cannot be included in the billing run because of an outstanding billing issue.
5. Select the checkboxes for the recurring charges you want to create an invoice for.
6. Click on the **Generate And Charge Invoices** dropdown. ![Generate And Charge Invoices dropdown](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-apply-payments-to-upfront-billed-service-agreements-without-an-invoice-image-alijgdh5.png)
7. Select **Only Generate Invoice**.
8. In the pop-up, enter a name for your billing run in the **Name This Run** field.
9. Click **Generate Invoice**.
10. Click **View Result** to see the details of the run in your Billing History.

Follow the next steps to apply the collected payment to the newly created invoice. For more details on how to bill and generate billing invoices, see [Create a billing run](/v1/docs/recurring-billing-for-memberships-and-service-agreements#make-a-billing-run).

#### Apply payment to the Invoice

1. From the *Recurring Billing* page, find the customer that you created a billing invoice, and click on the invoice number listed under the *Invoice Number* column.
2. Click **Collect and Apply Payments** to apply the upfront payment that you already collected.
3. Add the payment details and click **Save**.

For more details on how to collect payments, see [Collect a Payment](/v1/docs/collect-a-payment).