The Accounting section is your go-to spot for managing your accounting activities. Whether you're sending out invoices, handling payments, keeping tabs on payables, or syncing up your financial data with your accounting software, this section is designed for accountants and bookkeepers to track and manage financial transactions.
Setup
What you need to get started
To start invoicing your customers, follow these basic workflows:
Understanding accounting: Understand the basic principles of accounting to help you set up your accounting workflows and process.
Review your general ledger account settings: Ensures your transactions are categorized accurately and your financial reports aligned with your accounting system.
Create payment terms: Define the due dates of sales invoices and vendor bills to help you manage payment collection and disbursement accurately.
Customize your invoice print template: Add your company logo, message, phone number, and web address to invoices and estimates templates to reinforce your professional image.
Review your customer invoice configurations: Determine what information you want included in your invoices, such as technician name, member savings, and more.
Review your invoice signature settings: Determine if you want to require technicians to collect invoice signatures to close out a job.
Required permissions
The Accounting module permission is required to set up and use the accounting features. To have this permission enabled, please contact the account administrator on your team.
Quick start to invoicing
When your GL accounts, payment terms, invoice templates, and configurations are set up, you can start invoicing your customers.
Email an invoice
Search for and go to the invoice record you want to send.
On the invoice record, click Email
.On the Email Invoice screen, review the content of the email.
Make edits if necessary.
When finished, click Send.
Print an invoice
Search for and go to the invoice record you want to send.
On the invoice record, click Print
.A print view of the invoice opens in a new tab on your web browser.
Click Print
to print the invoice.
Edit an invoice
Search for and go to the invoice record you want to edit.
On the invoice record, you can:
Use the side menu to add a task, material, equipment, purchase order, and so on, on the invoice.
Click Edit
on an invoice item to edit it.Click Delete
on an invoice item to remove it from the invoice.Click Update invoice details to edit details of the invoice.
When finished, click Save.
Collect a payment
You can collect a payment from either the invoice record or the customer profile. For more in-depth information on collecting a payment, see Collect a payment.
Search for and go to the invoice record you want to collect a payment for.
On the invoice record, click Collect and apply payment.
On the Collect and Apply Payments screen, enter the payment details.
In the Apply Payment section:
If you want to apply the payment to the invoice, select Apply to Invoice and select the invoice.
If you want to keep the payment as credit to the customer account, select Apply to Customer Profile.
When finished, click Save.
Advanced setup
Use the following workflows for further customization of your accounting features.
Part 1: Enhance your invoice templates
See the following guides if you want more optional customization and further refine your invoice print templates:
Part 2: Sales tax tracking
If you want to enable ServiceTitan to track sales tax in your transactions, follow the steps outlined below:
Part 3: Auto-batching your transactions
Determine if you want to use the auto-batching feature to maximize efficiency in processing your transactions.
Key workflows
Accounts Receivable
The Accounts Receivable section helps you handle incoming revenue, such as invoices, customer payments, and bank deposits.
Invoicing
Invoicing workflows let you tackle tasks that make sure you have an accurate accounting of services you’ve performed.
Payments
Understand the different ways you can collect, view, and apply customer payments to keep your business profitable and maintain growth.
Payment terms
Set up and use payment terms to stay on top of your invoices. Keeping an eye on due dates ensures your payment collection process is smooth and seamless.
AR transaction reporting
With AR Transactions reporting, you can keep tabs on the money flowing into your business. You can use AR Transactions reporting to view outstanding invoices in aging buckets and aggregate your data by customer, job, or location.
Accounts Payable
The Accounts Payable section allows you to monitor all outgoing expenses, including bills, vendor credits, and payments to vendors. For more details, refer to the Accounts Payable page.
Journal entries
Journal entries in ServiceTitan record financial transactions, helping you manage and track your company’s financial data accurately. Journal entries simplifies financial data transfer, reduces errors, and streamlines reconciliation by focusing on essential financial data.
Accounting integrations
Explore the different integrations available with various accounting systems to streamline financial management processes for businesses of all sizes.
Available accounting integrations
These integrations allow you to synchronize your data between ServiceTitan and your accounting software, ensuring accuracy and efficiency in financial reporting.
Touchless Integration
If you're already integrated with QuickBooks Online or Sage Intacct, enhance your integration even further with Touchless Integration. Touchless Integration automates data sync and eliminates the manual process of batching, posting and exporting your transactions.
Avalara integration
If you’re using AvaTax to calculate sales tax for your business, the Avalara integration seamlessly syncs tax calculations with ServiceTitan to ensure accurate and automated tax reporting.
Financial controls
Accounting periods
Accounting periods let you define when transactions can be created, edited, or deleted.
Accounting audit trail
The Accounting Audit Trail feature tracks all changes in transactions, ensuring transparency and accuracy in your financial records.
Refunds and adjustment invoices
Explore the different ways you can issue refunds and adjust invoices to correct billing errors.
Progress billing
Use progress billing to invoice customers as you complete key stages of a project. Manage when payments will be collected to keep your cash flow going.
Setup
Set up and use Application for Payment to bill customers with AIA-style progress billing.
Create progress invoice
Create and manage progress invoices with Application for Payment to streamline billing and track work completed against the contract total.
Use retainage
Track and manage withheld amounts with the Retainage feature to maintain accurate billing and ensure proper release of funds at project completion.
Troubleshooting and FAQs
Troubleshooting
Refer to these troubleshooting articles for information on how to solve common issues you may encounter.
How to Mark an Invoice as Paid Without Charging the Customer
How do I add a default task for credit card fees in ServiceTitan?
FAQs
Check out some of the most frequently asked questions for accounting. For more, see Accounting - FAQ.
Can I delete invoices in ServiceTitan?
To maintain accounting standards, ServiceTitan does not allow direct deletion of invoices. If the invoice has not been exported, you can edit it to reduce the balance to $0 and batch it. This effectively voids the invoice.
Or, as long as no other invoices in the batch need to be reflected in your accounting software, you can bypass batching.
If the invoice has already been exported, you can make changes using an adjustment invoice.
Can I deactivate default GL accounts?
It is not possible to delete or deactivate default GL accounts in ServiceTitan. However, they can be renamed or merged with another account.
How do I correct my invoice?
Invoices can be corrected in numerous ways depending on the specific issue you are trying to solve. Some good starting places for help are:
Can I see past statements sent to a customer?
In the customer record, you can see an audit trail of all the statements sent to a customer. Under Customer Statement Log, you can view the statement and the message you sent with the email. Click the link in the audit trail to view the statement.
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Why is my invoice showing a blank page?
Internet browsers store a memory of your recently visited websites in what is called a ‘cache’. While this is done to load pages faster, it can sometimes result in an error such as a blank page. Clearing your cache forces your computer to re-download the page.