--- title: "Make Invoice Summaries a required field" slug: "make-invoice-summaries-a-required-field" updated: 2026-05-26T22:53:44Z published: 2026-05-26T22:53:44Z --- > ## 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. # Make Invoice Summaries a required field ## Overview The *Invoice Summary*of a job shows what work has been performed. To ensure it is filled out, you can make it a required field for specific technicians, job types, and jobs. This allows you and your customers to always have a paper trail of work performed on certain jobs. --- ### #### 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. - [Accounting and email permissions](/v1/docs/send-customer-statements#permissions) are required to use this feature. Please contact the account administrator on your team. - The *Edit Invoice Summary Requirement* is required to use this feature. Please contact the account administrator on your team. ## Things to know - When a job’s invoice summary is required, the technician or office employee can’t close it out until they write something for the summary. - Each job has its own invoice summary requirement that can be enabled or disabled. If it is enabled, a technician or office employee will need to fill out the summary before the job can be marked as complete. - *Job Summary*is a separate field that can be manually filled in by an office employee or automatically added from *Job Type*settings. It can’t be set as a required field. - Appointments can be closed out without the invoice summary if the job hasn’t been completed. ## Make Invoice Summaries required for a technician If you want a technician to fill out the *Invoice Summary*for every job they’re assigned to: 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 **People** **>** **Technicians**. 3. Click **Edit**for the technician you want. 4. Click the **Permissions**tab. *The technician’s permissions screen opens*. 5. Select **Invoice Summary is Required**. ![Editing technician permissions for invoice management and required invoice summary.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/make-invoice-summaries-a-required-field-image-kevfvaz0.png) 6. When you're finished, click **Save Changes**. > [!NOTE] > **Note:** If multiple technicians are assigned to a job and the one completing it doesn’t have the permission enabled, the Invoice Summary is not required. ## Make Invoice Summaries required for a job type If you want a job type to always mark the *Invoice Summary* as required by default: 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 **Operations** **>** **Job Types**. 3. Click **Edit**for the job type you want. *The job type’s edit screen appears*. 4. Select **Require an invoice summary to complete a job with this invoice type**. ![Editing job type details for a clogged drain, including priority and invoice requirements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/make-invoice-summaries-a-required-field-image-skkfd31s.png) 5. **Save**your changes. > [!NOTE] > **Note:** This change is not retroactive and will only apply to jobs booked with that job type in the future. ## Make Invoice Summaries required for a specific job If you want to turn on the *Invoice Summary*requirement for a single job: 1. Find the job using [ServiceTitan Search](/v1/docs/use-search-in-servicetitan). 2. Click **Edit Job ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png)**. *The Edit Job screen opens*. 3. Select **Invoice Summary is required before completing this job**. > [!NOTE] > **Note:** If the technician has the Invoice Summary is Required permission enabled, they will need to fill out the summary regardless of the job’s settings. 4. **Save**your changes. ![User clicks on Invoice Summary checkbox before saving the invoice settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/make-invoice-summaries-a-required-field-image-s4fpihsn.png) ## ## FAQ --- ### #### How do I remove the Description of work section from the payment page when making an online payment? There is no direct way of removing the *Description of work* section from the online payment page. However, you can disable the requirement for technicians to enter an invoice summary. This prevents the *Description of work* section from appearing on the payment page. To disable this requirement, see [Make Invoice Summaries a required field](/v1/docs/make-invoice-summaries-a-required-field). ## Want to learn more? - See [Setup invoice signature settings](/v1/docs/setup-invoice-signature-settings)