---
title: "Move payments between invoices"
slug: "move-payments-between-invoices"
tags: ["Area - Accounting", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-03-27T18:19:45Z
published: 2026-03-27T18:19:45Z
---

> ## 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.

# Move payments between invoices

## Overview

You can move payments between invoices for your payments to appear on correct invoices. This ensures that all your transactions are accurate in your accounting software and reporting.

## 

---

### 

#### 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#set-up-permissions) are required to use this feature. Please contact the account administrator on your team.

## Things to know

- Move payments to another invoice within a project when:
  - Your customer places a deposit for a future job and this payment needs to move to the job where the work is billed to account for the balance on the invoice.
  - Your customer makes progress payments for a multi-day project with multiple invoices where you book separate jobs for each workday.
  - You use a single invoice for all billable items or you split the billable items across multiple invoices.
- Always move payments to the invoice where the customer is billed. An invoice should show the items the customer is paying for.
- Payments exported to your accounting software cannot be moved to another invoice.
- If you move payments from invoice to invoice, revenue is accounted for when the job is complete.

## Move a payment between invoices

1. [Find](/v1/docs/use-search-in-servicetitan) and select the invoice from which the payment you want to move is applied.
2. On the *Invoice*screen that opens, find the payment you want to move in the *Payments* section of the invoice and click **unapply**. ![Invoice details for plumbing installation, including tasks, payments, and due date information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-ssq5h0ct.jpg)

> [!NOTE]
> **Note:** If you are moving a payment between invoices within a project, the payment can be moved to any invoice on the project if the status of the invoice is Pending or Posted.
3. A confirmation pop-up opens. Click **Confirm**to continue. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-hixlctwn.jpg)
4. [Find](/v1/docs/use-search-in-servicetitan) and select the invoice to which you would like to apply the payment.

> [!TIP]
> **Tip:** If working with an invoice from a project, you can go back to the project dashboard from the Invoice page by clicking the project number displayed at the top of the Invoice screen.
5. On the *Invoice*screen that opens, click **Collect and apply payment****from the side menu. ![Invoice details for plumbing service visit, including payment and task information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-ifzk7jjk.jpg)
6. On the *Collect and Apply Payments* screen that opens, select **Credits**. A list of all unapplied payments appears under the *Available Credit* tab.
7. Select the payment you want to apply to the invoice and in the *Apply Payment* section, select **Apply to Invoice**.
8. On the list of invoices that appears, select the invoice to which you want to apply for the payment.

> [!NOTE]
> **Note:** If you accessed the Collect and Apply Payments screen from the Invoice screen, that invoice is selected from the list of invoices by default.
9. When you are finished, click **Save**.

![GIF of payment being moved to another invoice](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/move-payments-between-invoices-image-55gbckom.gif)

## Want to learn more?

- See [Payments](/v1/docs/payments)
- See [Manage projects](/v1/docs/manage-projects)