Service Titan Knowledge Base

Move payments in a projectLast updated on 03/22/2022

You can move payments between invoices within the same project for your payments to appear on correct invoices. This ensures that all your transactions are accurate in your accounting software and reporting.

Things to know

  • Move payments to another invoice within a project when:

    • Your customer places a deposit for a future job and this payment needs to move to the job where the work is billed to account for the balance on the invoice.

    • Your customer makes progress payments for a multi-day project with multiple invoices where you book separate jobs for each workday.

    • You use a single invoice for all billable items or you split the billable items across multiple invoices.

  • Always move payments to the invoice where the customer is billed. An invoice should show the items the customer is paying for.

  • Payments exported to your accounting software cannot be moved to another invoice.

  • If you move payments from invoice-to-invoice, revenue is accounted for when the job is complete.

Move a payment in a project

  1. Go to the navigation bar and click Search search-icon.

  2. From the What do you want to search for? dropdown, select Project.

  3. Click the Search icon.

  4. Select the project where you want to move a payment. The project record opens listing all payments and invoices on the project.

  5. Click MOVE PAYMENT next to the payment you want to move. Select invoice to modify opens. Note: The payment can be moved to any invoice on the project if the status of the invoice is Pending or Posted.

  6. Select the invoice where you want to move the payment.

  7. Click MOVE PAYMENT.

Back on the project screen, the payment appears on the new invoice.

Want to learn more?

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.