Service Titan Knowledge Base

Apply a payment to multiple invoices in ServiceTitan MobileLast updated on 03/22/2022

When taking a payment in the ServiceTitan Mobile app, you can apply that single payment toward multiple invoices within the same project. Payments can be applied to multiple invoices by checking all invoices that are to be paid. This ensures that customers are aware of the total that they owe, leading to projects being paid in a more timely fashion, which in turn increases revenue.

Note: Office employees can also apply a payment to multiple invoices.


Steps

  1. While in the ServiceTitan Mobile app:

    1. If you are not already on the job screen for the job for which you are taking a payment, tap Overview on the dashboard, and then tap your current job.

    2. If you are not taking payment for your current job, from the dashboard, tap History, and then tap the job for which you want to take payment.

  2. Tap Invoice, and then tap Pay. If the job that is part of a project includes other jobs with unpaid invoices, you see a list including all unpaid invoices within that project. You also see both the balance and total payments within the single job and the balance and total payments for all jobs within that project.

  3. Check the invoices to which the payment will apply. You can choose the entire amount of all invoices or customize what amount of money goes to which invoice.

  4. Choose the payment method and then process the payment as usual for that method.

  5. If there is still a balance on the project after you have tapped Pay, you have the option to process another payment to complete the balance. You can also exit the payment screen without processing an additional payment.


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