Service Titan Knowledge Base

How to Resolve the "Sell the estimate to your customer before you begin the application for payment" ErrorLast updated on 05/12/2023

This guide will explain how to resolve the "Sell the estimate to your customer before you begin the application for payment" error when trying to add an Application for Payment to a Project.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.

Problem

When trying to add an Application for Payment to a project in ServiceTitan, you may receive the error message "Sell the estimate to your customer before you begin the application for payment." This error occurs when the estimate has been booked into a job.

Solution

  1. Go to the Project page and create a new estimate. It must be a Project estimate.

  2. Sell the new estimate.

  3. Click the Actions dropdown and select Add an application for payment.

  4. Fill out the Application for Payment using the new estimate.

  5. For the old estimate/invoice that caused the error, leave it as is and zero out any prices.

  6. Do not book the estimate into a job until after the Application for Payment has been completed.

Note: The system should not allow you to book the estimate into a job once it has been marked as sold and an application for payment has been applied.

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.