Service Titan Knowledge Base

Send project invoices and collect invoice balanceLast updated on 03/22/2022

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. Account configuration is required to use this feature. To update your account, please contact your success or implementation manager for details.


Print or email the project invoice

  1. Select the project you want. Tip: You can find the project using Search.

  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. Select the project you want. Tip: You can find the project using Search.

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

    Add a Payment to a Project opens.

  3. Fill out the form then click Save. Note: You can choose the amount to be applied to each invoice within the project.




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