Invoicing Home

Perform your invoicing tasks with ease, making sure you've got a clear record of the services you've provided. From creating invoices to keeping track of them, our invoicing feature ensures you're keeping your cash flow steady while also nurturing strong relationships with your customers.

Setup

What you need to get started & how it works

The invoicing feature streamlines management and offers a range of tools for efficiently handling invoicing tasks.

• The Invoices module in Transaction Hub helps you locate and manage invoices quickly and without having to go through individual customer and job records.

• You can perform actions, such as send payment reminders, print invoices, charge interest, or add to a batch, to individual invoices, or in bulk.

• Use the tabs and filters in the Invoices module to quickly filter and search for specific invoices or invoices that fit the search parameters you select.

• The invoice record lets you perform different invoicing tasks, such as editing the invoice, collecting payments, and issuing refunds.

Explore the basics of invoicing and understand how our invoicing features can help you tackle tasks that ensure you have an accurate accounting of services performed.

• Overview of the invoicing process

• Invoice walkthrough

• Understand costing precision

Configure your invoices

The following workflows help you configure basic invoicing features to ensure efficiency with your invoicing process.

• Step one: Set up your customer invoice configurations

• Step two: Add company logo, message, phone number, and web address to invoices

• Step three: Configure your invoice signature settings

• Step four: Determine if you want to make Invoice Summaries a required field

Set up invoice templates

The following workflows help you configure your invoice template using Template Manager to ensure consistency and professional branding.

• Document Templates overview

• Create a new document template with Template Manager

• Import and Export document templates with Template Manager

• Copy and customize invoice print templates

• Manage document template components in Template Manager

Key workflows

Complete invoices from the office

Complete your invoices efficiently from the office, saving time and ensuring accurate billing while maintaining a professional workflow.

• Review invoices before batching

• Edit an invoice

• Set individual invoice items as taxable

• Charge for materials on invoices and estimates

• Charge interest

• Create an adjustment invoice

Complete invoices in Mobile

Efficiently complete your invoices directly in Mobile, allowing for quick, accurate billing from anywhere, enhancing flexibility and efficiency on the go.

• Complete a job in ServiceTitan Mobile

• Manage equipment in ServiceTitan Mobile

• Replace items on invoices and estimates in ServiceTitan Mobile

Send invoices and statements

Explore different workflows to efficiently send invoices and statements through various methods, helping you streamline communication with customers and ensure timely payments.

• Automatically email invoices

• Send customer statements

• Send balance forward statements

• Bulk email invoices

• Bulk print invoices

• Print, email, or download customer invoices

Invoicing and billing

These workflows guide you through more advanced billing tasks, such as multiple billing and more.

• Update materials on an exported invoice

• Bill multiple customers for one invoice

• Add multiple invoices to a project for single invoice view

• Charge interest using Invoices module

Compliance

These workflows help you make sure your invoices are compliant.

• Set up Invoices in Compliance with Applicable State Law

• State Contractor Licensing Compliance Invoice walkthrough

Troubleshooting and FAQ

Troubleshooting

Refer to these troubleshooting articles for information on how to solve common issues you may encounter.

• How to Update Company Phone Number on Printed Invoices

• Unable to Apply Credit to Outstanding Balance

• Updating Charges on Invoices

• How to Mark an Invoice as Paid Without Charging the Customer

• How to View $0 Balance Invoices in the Transaction Hub

• How to Resolve Negative Balances on AR Management Invoices

FAQ

Check out some of the most frequently asked questions for invoicing. For more, see Accounting - FAQ.

• How do I correct my invoice?

• How to add a payment to an exported invoice?

• How can I edit a tax on the invoice if the invoice has a payment?

• Why is the invoice balance not updated even after payment was collected?

• How is tax subtotal calculated on an invoice?