Troubleshooting
Role: Office employees · Administrators (all business types)Area: Estimates, Invoicing, Payments · All versions
What you're seeing
You're trying to turn an estimate into an invoice for a material-only job and collect the full amount upfront, but the estimate isn't carried onto the invoice. The invoice total shows $0 instead of the estimate amount.
Why this happens
There are 2 common reasons.
Reason 1
The estimate hasn't been booked into a job yet.
Estimate items only move onto the invoice once the estimate is booked into a job. Until you book it, there's nothing on the invoice to collect against, so the total stays at $0.
Reason 2
Material on the estimate was already requisitioned.
If some material on the estimate was already requisitioned, booking can be blocked for those items, which also keeps them off the invoice.
Before you start
You need permission to book estimates and collect payments. If you don't have it, contact your administrator.
Complete the original job where the estimate was created as part of the workflow — leaving it open can cause workflow issues while invoicing.
How to fix it
Run these checks in order. Most issues are resolved by Check 1.
1Book the estimate into a job so it populates the invoice
Go to the Estimate screen.
Click Initiate Booking to book the estimate. This auto-populates the estimate items onto the invoice for the new job.
Open the invoice for the booked job.
Collect payment on the invoice. For the full steps, see Collect a payment.
✓ Done · The invoice shows the estimate amount (no longer $0), and you can collect the full payment upfront.
2If material was already requisitioned and can't be booked
If you see a message that the material can't be booked into a job because it was already requisitioned, don't book those items again.
Create a new job in the estimate's project, or use the existing job, to add the requisitioned items into.
Collect payment on that job.
✓ Done · The requisitioned items are invoiced on the correct job and the payment is collected.
3If you need to collect before the invoice is ready
Go to the Estimate screen.
Click Actions, then collect the payment.
The payment is held on the customer's profile until the invoice is ready to collect against.
✓ Done · The upfront payment is captured now and applied to the invoice once it's ready.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The estimate number and the job/project number
Whether the invoice total is showing $0 after booking
The exact message you see if booking is blocked (for example, material already requisitioned)
Whether the original job where the estimate was created is complete
Which checks from this article you already tried
Want to learn more?
Collect a payment ›
Step-by-step guide to taking a payment against an invoice, including full and partial amounts.
Book sold estimate items into existing jobs ›
How to add items from a sold estimate onto a job you've already created, instead of booking a brand-new job.
Initiate a requisition from a sold estimate ›
How requisitioning material from a sold estimate works and what it means for booking those items later.
How do I add a sold estimate to an existing job invoice without booking a new job? ›
Walkthrough for invoicing a sold estimate on an existing job's invoice without creating a new job.