What are the steps to copy an estimate into an invoice and collect upfront payment for a material-only job?

Problem

You need to convert an estimate into an invoice for a material-only job. You want to collect 100% payment upfront. The estimate does not appear in the invoice total, showing $0 instead.

Solution

Convert an estimate into an invoice and collect upfront payment for a material-only job in ServiceTitan.

Book the estimate into a new job

1. Go to the Estimate screen.

2. Click Initiate Booking to book the estimate. This action will auto-populate the estimate on the invoice for the new job.

Collect payment on the invoice

After booking, you can collect payment on the invoice. For more, see Collect a payment.

Handle material already requisitioned

1. If you see a message that the material can't be booked into a job because it was already requisitioned, go to the next step.

2. Create a new job in the estimate project or use the existing job, to add the requisitioned items into.

3. Collect payment on that job.

Collect payment on the Estimate screen

1. Go to the Estimate screen.

2. Click Actions.

Here, you can collect the payment. It will be available on the customer profile until the invoice is ready to collect the payment.

Complete the original job

Make sure to complete the original job where the estimate was created. This avoids workflow issues while invoicing.