Troubleshooting
Role: Administrator · Bookkeeper · Office Admin · AccountantArea: Progress Billing · Projects · Estimates · All versions
Before you start
You need Edit invoice and Edit estimate permissions to edit invoices and add estimates to projects in ServiceTitan. If you don't have them, contact your admin.
What you're seeing
On a project, the invoiced amount is lower than the sold estimate amount. The estimate total also doesn't appear on the contract summary, so the project looks like it's billed for less than it was sold for.
Why this happens
There are 2 common reasons.
Reason 1
The estimate was never fully linked to the project.
Because the estimate isn't attached, its total doesn't roll up into the contract summary. The sold estimate is the direct input that populates a project's contract summary; if it isn't attached, the project shows no contract value and can appear overbilled.
Reason 2
The pricing on the job was changed after the estimate was sold.
An employee changed the pricing on the job generated from the sold estimate, so the invoiced amount no longer matches the estimate.
How to fix it
Run these checks in order. Most issues are resolved by Check 1.
1Link the estimate to the project
Use this if the estimate total isn't showing on the contract summary.
Find the project where the issue occurred.
Go to the Estimates tab of the project, then find and click the estimate.
Click Actions > Add To Project.
Refresh your screen to see the updated contract summary.
✓ Done · The estimate total now appears on the contract summary, reflecting the sold estimate amount.
2If the invoiced amount is still wrong, correct the invoice
Use this if the estimate is linked but the invoiced amount still doesn't match.
Find the project and click the Financials tab.
Review the invoiced amount against the sold estimate to confirm what's incorrect.
To add a new invoice, click Actions > Add invoice and enter the correct amount. You can also edit the original invoice instead.
✓ Done · The invoiced amount matches the correct total for the project.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The project number and the estimate number involved
The sold estimate amount and the invoiced amount you're seeing
Whether the estimate appears in the project's Estimates tab
Which checks from this article you already tried
Want to learn more?
Add an estimate to a project ›
How to attach a sold estimate so its total rolls up into the project's contract summary.
Edit an invoice ›
How to adjust invoice line items and amounts on a project.