Overview
Use the Document Template Manager to control how your documents look when you email, print, or export them. The templates are built from drag-and-drop components that pull live data from your ServiceTitan account. This article describes the components available specifically for the Customer Statement template.
Who uses this feature
Administrators and accountants
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Template types and components overview
Template types define which kind of document you're building—for example, an invoice or estimate. Components are the individual building blocks you place on that template.
Template Types
Template types define the overall layout for different documents in ServiceTitan—Invoice, Estimate, Service Agreement, Proposal and so on. Each template type controls what kind of information is available and when that document is used with your customers.
Components
Components are the building blocks you drag onto a template—such as headers, totals, or signatures. Each component has its own settings where you decide what type of information it shows and how it appears on the final document.
Customer Statement template components
Create a customer statement template then drag any of these components onto your design and rearrange them as needed. Use this list as a reference when deciding which components to include on your Customer Statement template.
Columns: Lets you organize other components into one or more side-by-side columns and control their background, padding, and borders.
1–30: Shows the total outstanding balance for invoices that are 1–30 days past due on the statement date.
31–60: Shows the total outstanding balance for invoices that are 31–60 days past due on the statement date.
Heading: Adds a section title or label with larger, styled text to clearly break up sections.
Text: Adds a free-form text box where you can type and format your own content.
Image: Shows an uploaded image—such as a badge, photo, or icon—and can optionally act as a hyperlink when clicked.
61–90: Shows the total outstanding balance for invoices that are 61–90 days past due on the statement date.
90+: Shows the total outstanding balance for invoices that are more than 90 days past due on the statement date.
Bill To: Shows who the statement is billed to, including customer ID, customer name, and billing address, in a small paragraph format.
Credits: Lists customer credits or unapplied payments, including payment date, payment type, unapplied amount, and payment total.
Current: Shows the total outstanding balance for invoices that are still current—not yet past due—on the statement date.
Customer Location Invoices: Lists invoices by customer location, including invoice number, invoice date, due date, customer PO, project number, total, balance, and location, with options to show a location total and switch to a flat view layout.
Statement Info: Shows key statement details such as statement date and overall balance in a small header table.
