Service Titan Knowledge Base

Send project invoices and collect invoice balanceLast updated on 03/23/2023

After work on a project is completed, you can send the invoice for the project to the customer and collect any balances owed.

Things to know

  • If the adjustment invoice on a project has a different Bill To, the customer invoice for the project does not list the adjustment items. When sending project invoices to your customers, this ensures they receive relevant information.

Print or email the project invoice

  1. Find and select the project you want.

  2. From the Actions dropdown, click Invoice.

  3. Click Print print.png. The Invoice PDF file opens. You can both download and print it.

  4. Click Mail email.png. Email Invoice opens. Tip: Near the top of the invoice, you can see whether the customer prefers to receive invoices by email, mail, or both.

Collect the project balance

  1. Find and select the project you want.

  2. From the Actions dropdown field, click Pay Multiple Invoices.

    Collect and Apply Payments opens.

  3. In the Payment Details section, enter the following details of the payment:

    • Payment Type: From the dropdown, select the type of payment

    • Amount: Enter the payment amount

    • Date: Enter the payment date

    • Memo: Enter details of the payment

    • Business Unit: From the dropdown, select the business unit associated with the payment

    • Authorization Code: Enter the authorization code if required

  4. In the Apply Payment section, you can choose the amount to be applied to each invoice within the project.

  5. When you’re done, click Save.

Want to learn more?

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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.

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.