Problem
You need to move a payment from one job invoice to another. The Bill To customer on both jobs must be the same to do this. The invoices must not have been exported yet.
Solution
Search for and go to the original invoice.
On the original invoice record, remove all the invoice items.
Next, unapply all the payments made to the invoice. This adds credit to the customer profile.
Search for and go to the correct job invoice to which you want to add the invoice items and payments.
On the correct job invoice, add the invoice items to the invoice. This reflects a new balance on the invoice.
Next, click Collect and apply payment.
On the Collect and Apply Payments screen, select Credits.
Find and select the payment made to the original invoice.
Under the Apply Payment section, select the invoice you want to apply the payment to.
Note: If you got to this screen through the invoice record, the invoice is automatically selected in this section.
Make sure you have the correct amount applied in the Amount Applied field.
When finished, click Save.
By following these steps, you can successfully move payments and invoice items from one job invoice to another in ServiceTitan. This ensures your invoices reflect the correct job details and payments.