---
title: "Estimate shows $0 on the invoice for a material-only job"
slug: "what-are-the-steps-to-copy-an-estimate-into-an-invoice-and-collect-upfront"
updated: 2026-07-31T22:10:01Z
published: 2026-07-31T22:10:01Z
canonical: "help.servicetitan.com/what-are-the-steps-to-copy-an-estimate-into-an-invoice-and-collect-upfront"
---

> ## 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.

# Estimate shows $0 on the invoice for a material-only job

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/anvil-wrench.png) 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.

### **1****Book the estimate into a job so it populates the invoice**

1. Go to the **Estimate** screen.
2. Click **Initiate Booking** to book the estimate. This auto-populates the estimate items onto the invoice for the new job.
3. Open the invoice for the booked job.
4. Collect payment on the invoice. For the full steps, see [**Collect a payment**](https://help.servicetitan.com/docs/collect-a-payment).

> [!NOTE]
> **✓ Done ·** The invoice shows the estimate amount (no longer $0), and you can collect the full payment upfront.

### **2****If material was already requisitioned and can't be booked**

1. 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.
2. Create a new job in the estimate's project, or use the existing job, to add the requisitioned items into.
3. Collect payment on that job.

> [!NOTE]
> **✓ Done ·** The requisitioned items are invoiced on the correct job and the payment is collected.

### **3****If you need to collect before the invoice is ready**

1. Go to the **Estimate** screen.
2. Click **Actions**, then collect the payment.
3. The payment is held on the customer's profile until the invoice is ready to collect against.

> [!NOTE]
> **✓ 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**](https://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 ›**](https://help.servicetitan.com/docs/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 ›**](https://help.servicetitan.com/docs/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 ›**](https://help.servicetitan.com/docs/initiate-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? ›**](https://help.servicetitan.com/docs/add-a-sold-estimate-to-existing-job-invoice-wo-booking-job) Walkthrough for invoicing a sold estimate on an existing job's invoice without creating a new job.