Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Accounting · Estimates · Payments · All business types
What you're seeing
A customer paid a deposit for a job, but the invoice was created without using the estimate. Now you need to record the remaining payment, but there's no invoice or balance to apply it to. The original deposit is sitting on an invoice that hasn't been exported yet.
Why this happens
Reason 1
The invoice has no balance because it was created without the estimate's items.
When an invoice is created without pulling in the estimate, it doesn't carry the estimate's tasks and items — so it has no balance for the remaining amount due. The deposit was applied to that invoice, but without the rest of the work on it, there's nothing for the remaining payment to go against. Adding the estimate's items to that invoice creates the balance you need.
How to fix it
Add the estimate's items to the invoice that holds the deposit, then apply the remaining payment.
Before you start
This works on the invoice where the deposit was applied while it's still not exported. If the invoice has already been posted or exported, you won't be able to edit it directly — you'll need an adjustment invoice instead. See Create an adjustment invoice.
If your team collects estimate deposits through the estimate deposit workflow (the deposit is credited to the customer profile and applied to the job invoice when the estimate converts to a job), this manual fix usually isn't needed — the invoice already carries the estimate's items, so the remaining balance shows on it.
1Add the estimate's items, then apply the remaining payment
Search for and go to the invoice where the deposit was applied. See Use search in ServiceTitan.
On the invoice record, add the tasks or items from the estimate. This creates a balance that reflects the remaining payment due.
Apply the remaining payment to the invoice — this should be the estimate total minus the deposit already paid.
Confirm the payment details and apply it to the balance you created.
Click Save.
✓ Done · The payment is recorded against the correct job, and the invoice reflects the total work and all payments accurately.
Still not working?
If you can't add items to the invoice or apply the remaining payment, contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The customer name, the invoice number, and the estimate number
The deposit amount already paid and the remaining amount you're trying to record
Whether the invoice has been posted or exported
Whether you collect estimate deposits through the estimate deposit workflow
Want to learn more?
Use search in ServiceTitan ›
Find invoices, customers, and other records across ServiceTitan.
Create an adjustment invoice ›
Correct an invoice that has already been posted or exported.
Collect a payment from a sold estimate ›
Record a payment against an estimate that has been sold.