--- title: "Overview of the invoicing process" slug: "overview-of-the-invoicing-process" updated: 2026-03-27T18:19:43Z published: 2026-03-27T18:19:43Z --- > ## 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. # Overview of the invoicing process ## Overview The ServiceTitan invoicing process allows you to track all invoice transactions from invoice creation to exporting to your accounting software. The process helps you ensure accurate accounting of delivered services. --- ### #### 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. ## Things to know The invoicing process allows you to manage and control all aspects of invoicing: - Maintain accurate invoicing to ensure good customer relationships - Provide your customers with transparency - Reduce the time you spend on reviewing invoices - Minimize the chance for any errors - Simple and up-to-date reporting - Export transactions to your accounting software with accuracy ## Step 1: Generate an invoice The invoicing process begins when you generate the invoice by booking a job. To learn more, see [Book a job](/v1/docs/book-a-job). The [status of your invoice](/v1/docs/understand-invoice-statuses) is *Pending*from the time you generate the invoice until you batch the invoice. While the invoice is in *Pending*status, you can: - [Edit job details](/v1/docs/use-the-job-details-flyout-on-the-dispatch-board#edit-job-details-from-the-job-details-flyout) - [Edit the invoice](/v1/docs/edit-an-invoice) - Add or remove tasks - Make payroll adjustments - Add estimates ## Step 2: Add items to the invoice Items are added to an invoice in a variety of ways: - By manually [adding a task](/v1/docs/edit-an-invoice#add-a-task-to-an-invoice) or [equipment](/v1/docs/edit-an-invoice#edit-or-delete-items-from-an-invoice) from the office - By manually [adding material](/v1/docs/edit-an-invoice#invoice-actions) that is marked as chargeable from the office - When estimates are sold [on mobile](/v1/docs/build-sell-estimates-in-servicetitan-mobile#present-and-sell-an-estimate) or [from the office](/v1/docs/sell-estimates-in-servicetitan) and a new job is booked, estimate items are automatically added to the invoice ## Step 3: Send the invoice to the customer After a [job is complete](/v1/docs/job-record-overview), you can review invoice details and send the invoice to your customer: - Technicians can send invoices to customers when they’re with the customer through the ServiceTitan Mobile app. For more on how technicians can send invoices to customers, see [Print or email an invoice or estimate in ServiceTitan Mobile](/v1/docs/print-email-invoice-or-estimate-in-servicetitan-mobile). - If a technician didn’t send an invoice to your customer, you can review the invoice from the office before you send it to the customer. For more on how to send invoices to customers, see [Print, email, and download customer invoices](/v1/docs/print-email-and-download-customer-invoices). - Manage outstanding customers through the AR Management screen by sending statements to customers. For more on AR Management and how to send statements, see [Send customer statements](/v1/docs/send-customer-statements) and [Send balance forward statements](/v1/docs/send-balance-forward-statements). ## Step 4: Batch the invoice In the *Batch/Export Transactions*screen, you can batch invoices: - Review and finalize your invoices before adding them to a batch. - Batch groups of your transactions to post and export to your accounting software. - You can edit a batched invoice up until when you post the batch. You cannot make changes to posted invoices. - You can add as many invoices as you want to a batch. - A batched invoice remains in *Pending*status until the batch is posted. - You can batch an invoice that doesn’t have an applied payment. For more on batching invoices, see [Batch, post, and export transactions](/v1/docs/batch-post-and-export-transactions). ## Step 5: Post the batch After you review your batched invoices, you can post them: - When you post a batch, the status of the batched invoices changes from *Pending*to *Posted*. - After you post an invoice, you can only edit the: - Service location - Business unit or job type - Payment - You cannot add or remove tasks from a posted invoice. If you need to make changes: - If the batch is posted but not exported, you can unpost the batch to make edits. - If the batch is exported, you can [create an adjustment invoice](/v1/docs/create-an-adjustment-invoice) to make edits. > [!NOTE] > **Note:** Payroll and accounting reporting only includes posted invoices. For more on batch posting, see [Post a batch](/v1/docs/batch-post-and-export-transactions#post-a-batch). ## Step 6: Export the batch In the *Batch/Export Transaction*screen, you can export posted batches to your accounting software: - When you export a posted batch, the status of the batched invoices changes from *Posted*to *Exported*. - If you need to make changes to an exported invoice, [create an adjustment invoice](/v1/docs/create-an-adjustment-invoice). - Invoices without any tasks do not export to your accounting software. Invoices with zero-dollar tasks with zero-dollar totals *are* exported. You can export using either of the following options: - [ServiceTitan Web Connector to QuickBooks Desktop](/v1/docs/web-connector-setup-step-1-download-and-install-connector) - [QuickBooks Online](/v1/docs/quickbooks-online) - [QuickBooks Desktop](/v1/docs/quickbooks-desktop) - [Intacct](/v1/docs/intacct) - [Bypass exporting a batch](/v1/docs/bypass-exporting-a-batch-to-accounting-software) > [!TIP] > **Tip:** Refer to the [Pending Export Report](/v1/docs/pending-export-report-guide) to see exporting errors, if any occur. ## Understand invoice types Use invoice types to categorize your invoices into different types based on your business workflows. For example, you can set an invoice type specifically for charging interest or for reporting purposes. **Note:***Invoice types are designed for your internal accounting processes.* To set up invoice types: 1. On the navigation bar, go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) > Invoicing > Payment and Invoice Types**. 2. On the *Invoice Type* section, click **Add** to add a new invoice type. 3. Click **Save**. To assign an invoice type to an invoice: 1. [Find](/v1/docs/use-search-in-servicetitan) and open to the invoice. 2. On the invoice screen, click **Update invoice details**. 3. Select the invoice type from the **Invoice Type** dropdown. 4. Click **Save**. ## FAQ See [Accounting FAQs](/v1/docs/accounting-faq). ## Want to learn more? - See [Add company logo, message, phone number, and web address to invoices](/v1/docs/add-company-logo-message-phone-number-web-address-invoices) - See [Review invoices before batching](/v1/docs/review-invoices-before-batching) - See [Apply credit or payment to an invoice](/v1/docs/apply-credit-or-payment-to-an-invoice)