Service Titan Knowledge Base

Empty Invoices reportLast updated on 09/09/2022

The Empty Invoices report shows invoices that do not contain any services, purchase orders, or materials. This can happen if a technician forgets to invoice a customer after working a job. By running or scheduling this report, you can stay on top of invoice management while your team works remotely.

Run report

Before running your report, set filters to get the most relevant information for your needs:

  1. Go to the navigation bar and click Reports. In the side menu, click All Reports.

  2. Click Empty Invoices to open it. Tip: In the search field, enter a few letters from the report title for quick access.

  3. From the Filter by dropdown, select how you want to filter the report:

    • Invoice Date—Date on the invoice

    • Completion Date—Date the job was completed

    • Creation Date—Date the job was booked

    • Start Date—Date the job is scheduled to begin

    • Last Paid On Date—Most recent date that payment was made on the invoice

  4. Use the From - To calendar fields to set a range of dates to run the report on.

  5. From the Business Unit dropdown, select the invoice business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

    • Click the dropdown to select individual BUs assigned to a job.

    • Click the Filter icon to select BU categories.

  6. When you're done setting your filters, click Run Report.

Read report results

The report displays invoices that do not include any service items, purchase orders, or material items. By default, the report includes the following columns:

  • Invoice #—Invoice number

  • Job #—Job number associated with the invoice

  • Job Type—Job type listed on the job record

  • Invoice Status—Whether the invoice is Pending, Batched, Posted, or Exported

  • Job Status—Status of the job

  • Empty Invoice—A checkmark indicates that the invoice does not include any service items, purchase orders, or material items. This report filters for invoices where this is true.

  • Completion Date—Date the job was completed

  • Invoice Date—Date on the invoice

  • Customer Name—Name of the customer billed on the job

  • Location Address—Service location on the invoice

  • Primary Technician—Name of the technician with the highest split on the job

Click a Job #, Invoice #, or Customer Name to open the corresponding record in a new tab.

Customize and schedule the report

You can arrange and filter your results to narrow the focus of your report.

You can also schedule the report to be delivered by email on a regular basis.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.