---
title: "What are the steps to copy an estimate into an invoice and collect upfront payment for a material-only job?"
slug: "what-are-the-steps-to-copy-an-estimate-into-an-invoice-and-collect-upfront"
updated: 2026-04-09T02:05:10Z
published: 2026-04-09T02:05:10Z
---

> ## 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.

# 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.](/v1/docs/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.