Print, email, and download customer invoices

Overview

You can print invoices to mail out to customers, or you can email the customer the remaining balance or the invoice to save paper and time. You can also download all invoices to an XLS file to print them or to save them to your computer. Below is an example of what a customer invoice looks like when you print or email an invoice. For more on customizing your invoice, see Add company logo, message, phone number, and web address to invoices.

Things to know

• If you want to charge for materials or use time and materials billing, configure your account to display material charges on the invoice. Contact your Customer Success Manager to set up your account for these features.

• See Charge for materials on invoices and estimates to learn how to charge for materials on an invoice, with flat rate billing

• You can hide task codes and individual item prices from mobile and printed invoices. Contact your Customer Success Manager for details.

• You can't send both paid and unpaid invoices to customers. If you want to collect payments for unpaid invoices and bulk email them, you need to handle each one separately.

• The Add Attachment button is only visible on job invoices where the job contains media files.

View and print customer invoices

1. Search for and open the invoice you want to view or print.

2. Click Print to open the customer invoice.
   

   A print view of the invoice opens in a new tab on your web browser.

3. Click Download to save the invoice to your computer.

4. Click Print to print the invoice.

Email customer invoices

1. Search for and open the invoice you want to email.

2. Click Email to email the invoice.

   

   The Email Invoice page opens.

   Tip: Inv/Statement Pref displays whether the customer prefers to receive invoices by email, mail, or both. You can set this up on the customer record.

   

3. Review the content of the email. When you’re finished, click Send to email the invoice to the customer. If you want to edit the default email template, see Customize email templates.

   

4. Go to the job page to find the record of the sent email in the job’s History. The sent email can have four possible statuses:

   Sent: The email has successfully reached the customer’s inbox

   Opened: The customer has clicked and opened the email

   Dropped: The email was blocked on the customer’s end, likely as a result of spam filters. Contact the customer to inform them of the issue

   Bounced: The email was returned to the sender due to an unexpected issue.  Please contact Technical Support for assistance

   Email successfully sent
   

Bulk email customer invoices

ServiceTitan also lets you email bulk invoices to your customers all at once. For more on how to email invoices in bulk for batched and unbatched invoices, see Bulk email invoices.

Bulk download batched invoices

1. Go to the navigation bar and click Accounting .

2. Select a batch from the dropdown.

   

3. Click Batched.

4. In the Invoices section, click download to Excel.

   

An XLS file of the batched invoices downloads to your computer.

Want to learn more?

• See Bulk print invoices

• See Bulk email invoices See Send customer statements