Invoice missing for a previously imported job

 Troubleshooting
Role: Office employees · Administrators · All business typesArea: Jobs · Estimates · Invoicing · Data import · All versions

Reason 1

An imported job can arrive without its associated invoice.

When historical data is imported, a job can come across without its associated invoice. To restore it, you recreate the job and generate its invoice by booking it from a backdated estimate, which is what produces the attached invoice.

• This workflow relies on backdating the job and the estimate's Sold On date and time to match the original. Backdated dates post to prior periods and can affect accounting periods, revenue recognition, and accounting exports. Confirm with your accounting team before recreating records in a closed or exported period.

• A back-end data correction may be a cleaner option, especially at volume. Before recreating records by hand, ask your ServiceTitan contact (your CSM or Technical Support) whether the missing invoices or line items can be imported or corrected directly.

• You need permission to book jobs, create estimates, and edit estimate Sale Information. If you don't have it, contact your administrator.

1Recreate the job and generate its invoice from a backdated estimate

1. In the navigation bar, click Calls, then book a manual job. Make sure all job details match the original, including dates and any other information.

2. Open the job you created and click Job Actions > Add an Estimate, then enter the services and products from the original job. This is what populates the invoice.

3. When the estimate is complete, select Sold/Convert.

4. Click Edit, scroll to the Sale Information section, and set Sold On Date and Sold On Time to the date and time the original estimate was sold. When the pop-up warns that the job's opportunity date will update to match the new Sold On date, click Save.

5. Open the sold estimate and click Book New Job. This creates a job linked to the estimate.

6. Open the job created from the estimate. The invoice is attached, including all the details from the estimate.

7. If you need to send it, open the invoice, select Send Invoice, choose your delivery method, and complete the process.

✓ Done · The job and its invoice exist in ServiceTitan with the original dates and line items, and the invoice reflects everything from the estimate.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The original (imported) job number and customer/location

• The date and time the original estimate was sold

• Whether the recreated invoice shows the expected line items and total

• Whether the records fall in a closed or already-exported accounting period

• Whether you'd prefer a back-end data correction instead of manual recreation