---
title: "Use Invoices module in the Transaction Hub"
slug: "use-invoices-module-in-the-transaction-hub"
updated: 2026-05-22T22:26:40Z
published: 2026-05-22T22:26:40Z
---

> ## 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.

# Use Invoices module in the Transaction Hub

## 

## Overview

This guide covers the **Invoices**module in the [Transaction Hub](/v1/docs/understand-the-transaction-hub), which you can use to open individual invoices, review them, and take actions without having to leave the **Accounting**tab.

[Use Invoices module (Commercial) Video](https://fast.wistia.net/embed/iframe/cpcjexjc1c?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- The *Review Invoice (Transaction Hub)*and *Assign Invoice (Transactino Hub)* permissions are required to use this feature. Please contact the account administrator on your team.

## Things to know

- The default tab for the **Invoices**module is **Review Status.**
- Click **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png) to filter each tab’s invoice list.
- Filters and column settings are saved on a per-user basis.

## Overview

The **Invoices** module has three tabs:

### **Invoice Review**

Review all invoices to ensure that all invoice details are accurate. You can sort your invoices based on their review statuses. View all your invoices at a glance and update their statuses between *Needs Review*, *On Hold*, and *Reviewed*. These review statuses don’t affect posting and exporting.

![Invoice status overview showing amounts needing review, on hold, and recently reviewed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-qya9ctzl.png)

> [!NOTE]
> **Note:** All invoices default to Needs Review and should be moved to *On Hold* or *Reviewed*.

Click an empty space of an invoice’s row to open an *Invoice Details*****popup.

![Invoice details for customer Stacy McAdams, including date, number, and business unit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-cq8ip974.png)

On the *Invoice Details* screen, use the **Assignee**dropdown to assign the invoice to someone for review. You can also change the invoice review status. Click the invoice number to open the full invoice record in a new tab.

When reviewing the invoice details, you can click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png)**in the *Invoice Summary* section to directly edit the invoice summary without having to go to the invoice record.

![Invoice details for David N. Schultz, including payment status and service location.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-417cuurq.png)

### Manage outstanding invoices

Manage outstanding invoices with the **Invoice Aging** and **Paid Status** tabs. In the**Invoice Aging**tab, invoices are broken down by how many days overdue they are (1-30, 32-60, 61-90, 90+ days). This helps you choose which customers to reach out to and if you want to apply interest charges.

> [!NOTE]
> **Note:** *Current*refers to invoices that are not yet due.

![Invoice aging report showing amounts due across different time periods.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-rsgwa1jl.png)

The **Paid Status**tab shows a breakdown of all unpaid invoices. You can quickly bulk send invoices that are unpaid and unsent.

![Invoice status overview showing unpaid, partially paid, and paid amounts with counts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-t6cbzy9e.png)

To filter an invoice list by grouping, click the dollar amount under the grouping’s title. To ungroup it, click the dollar amount again.

> [!TIP]
> **Tip:** You can also filter an invoice list by *Not Sent*/*Sent* and *Not Exported*/*Exported* in the same way.

![Quick video table being filtered by clicking the dollar amount](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-78rmvrc0.gif)

## Take Invoice actions

Each tab on the **Invoices**module allows you to take actions on the listed invoices, both individually and in bulk.

To perform individual actions on an invoice:

1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**.
2. In the side panel, click **Invoices**.
3. Find the invoice you want and click **Actions ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png)**.
4. Select an action from the dropdown. ![Invoice table displaying details like date, customer name, and action options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-0dyh8e7c.png)

To perform bulk actions on multiple invoices:

1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png).**
2. In the side panel, click **Invoices**.
3. Select the invoices you want. ![Invoice table displaying various entries with highlighted selections for customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-vmz424ti.png)
4. Click the **Actions**dropdown and select an action. ![Dropdown menu showing actions for managing invoices in a business application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-8hxvn8co.png)

## Individual Invoice actions

You can perform the following actions on a single invoice:

- Email the invoice
- Print the invoice
- Print the invoice and mark it as sent
- Collect payment

### Email Invoice

Email the invoice to the customer. A compose email window opens. Here you can review and edit the email before it’s sent. You can also add additional email addresses to send the invoice to. Clicking **Preview** opens a PDF of the invoice.

![Email invoice from ST Plumbing addressed to Henry Hill with a send button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-c0t2h1yv.png)

### Print Invoice

Open the invoice as a PDF.

### Print and Mark as Sent

Open the invoice as a PDF and change its *Sent Status*to **Sent**. This does **NOT**email the invoice to the customer.

### Collect Payment

Open the [Collect and Apply Payments](/v1/docs/collect-a-payment) page with the invoice selected under **Apply to Invoice**.

## Bulk Invoice actions

You can perform the following actions on multiple invoices:

- Email the invoices
- Print the invoices
- Print the invoices and mark them as sent
- Add to batch
- Charge interest
- Update the review status
- Assign the invoices

### Email Invoices

Email the selected invoices to their customers. A *Compose Email* screen opens. Here you can review and edit the email before it’s sent. You can also add additional email addresses to send the invoice to. Clicking **Preview** opens a PDF of the invoices.

![Email interface showing invoice details, sender, recipients, and message body.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-vipavpal.png)

### Print Invoices

Open the selected invoices as a PDF.

### Print Invoices and mark as sent

Open the invoices as a PDF and change their *Sent Statuses*to **Sent**. This does **NOT**email the invoices to the customers.

### Add to Batch

Add the invoices to an open batch. A **Batch Invoice(s)** popup appears. Here you can find your desired batch from the **Select a batch**dropdown and **Save** your changes.

![User interface for adding invoices to a selected batch in a software application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-8hvr8l0m.png)

### Charge Interest

Opens the **Charge Interest**page. Choose an **As of Date**, review the selections, and click **Charge Interest**. Interest charges are calculated based on the **Payment Terms** settings page. For more, see [Create payment terms](/v1/docs/create-payment-terms).

![Invoice details for Marvin Stern, including interest charges and aging information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-zs716son.png)

### Update Review Status

The Update Review Status action opens a pop-up where you choose a new status for every selected invoice from the **Review Status**dropdown.

![Dialog box for updating review status of selected invoices in a software application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-ihyucmeh.png)

> [!NOTE]
> **Note:** Every selected invoice is changed to the same new status.

### Assign Invoices To

Opens a pop-up where you assign the invoices to an office employee from the **Assignee**dropdown. When an employee is assigned to an invoice, their name appears under the *Assign To*****column in the invoice list.

![User interface for assigning invoices to an assignee named Amy with three selected invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-l4ly2dkw.png)

## Add invoice notes

You can add notes to invoices to share important information with other office employees. Invoice notes only appear on the Invoices module and the associated job page.

To add an invoice note:

1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png)**.
2. In the side panel, click **Invoices**.
3. Find the invoice you want and click the **Note** button (under *Actions*column). ![Interface showing review status with an action button for comments highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-qhf6k3pz.png)
4. On the notes screen, enter the note.
5. From the **Note Type** dropdown, select a note type. This is used to filter your list of notes if you have multiple notes.
6. When finished, click **Add.**

**![Invoice details showing no notes and a prompt to add a note for the customer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-gdpwnir2.png)**

A notification badge appears on invoices with notes. Click the **Note**button to view the invoices notes.

**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-89e9cl8v.png)**

## Edit columns

You can add, hide, and rearrange the columns of the invoice list for each tab. To edit columns:

1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png).**
2. In the side panel, click **Invoices**.
3. Click the **Review Status**, **Invoice Aging**, or **Paid Status**tab.
4. Click the **Edit Columns**button. ![User interface showing search options and a button to edit columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-1g7upzvq.png)
5. On the **Edit Columns**pop-up that opens, select any column you want to add or hide.
6. Click and hold any column name you want to rearrange and move it up or down.

> [!NOTE]
> **Note:** Moving a column up puts it further left on the invoice list. Moving it down puts it further right.
7. Click **Save**and repeat steps 1-7 for each tab of the **Invoices**module. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-lgqtravv.png)

## Search invoices

The **Invoices**module allows you to search for and open specific invoices. You can search invoices by:

- *Invoice #*
- *Batch #*
- *Customer Name*
- *Customer #*
- *Customer PO*
- *Project Name*
- *Project #*
- *Location Name*
- *Location Address*

To search for an invoice:

1. Go to the navigation bar and click **Accounting ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-accounting-inactive.png).**
2. In the side panel, click **Invoices**.
3. Click the **Review Status**, **Invoice Aging**, or **Paid Status** tab.
4. Click the **Select Search Type**dropdown and select a search type. ![Dropdown menu displaying various customer-related fields for data entry and selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-invoices-module-in-the-transaction-hub-image-2w0gf83q.png)
5. Input your search and press **Enter**on your keyboard. The invoices appear in the invoice list.

## 

## FAQ

---

### 

#### Where can I view outstanding invoices or accounts receivable for one customer with multiple locations and view the location tied to each invoice?

To view outstanding invoices:

1. On the navigation bar, go to **Accounting > Invoices**.
2. In the *Invoices* module, under the **Review Status** tab, click on the *Column* icon on the right side of the page to [edit the columns](/v1/docs/use-invoices-module-in-the-transaction-hub#edit-columns) by checking the box to display the *Location Address* column and **Save**.
3. Click on the dropdown next to the search bar and select **Customer Name** as the type. Enter the customer name to [search the invoices.](/v1/docs/use-invoices-module-in-the-transaction-hub#search-invoices) This will return the results you are looking for, with the location address column displayed.

**Optional:** Click on the purple *Filter* icon and select *Not Paid* in the *Paid Status* drop-down and any additional filters you may need. Click **Apply.**

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Accounting Basics](https://servicetitan.docebosaas.com/academy/learn/courses/266/accounting-basics)
- See [Understand the Transaction Hub](/v1/docs/understand-the-transaction-hub)
- See [Use Customer Payments and Bank Deposits modules with the Transaction Hub](/v1/docs/use-customer-payments-and-bank-deposits-modules-with-txn-hub)
- See [Accounting](/v1/docs/accounting)