Overview
Sometimes you need to bill a customer for part of a job now and the rest later — for example, 50% up front and the remaining 50% after the work is done. ServiceTitan supports this through project invoices, which let you raise more than one invoice against the same job. This keeps partial billing organized under a single project and gives the customer clear, staged invoices.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
The Add Invoice option on the project Actions menu must be available on your account. This is controlled by the Project Invoices configuration (feature gate). If it isn't enabled, you can collect a partial payment as a deposit on the sold estimate instead. For more, see Collect a payment or deposit.
Things to know
This method uses project invoices, so the job must be added to a project first.
Project invoices created this way are not connected to jobs or estimates and must be created manually. Because they are not tied to jobs, there are known gaps in splits and reporting.
For larger or milestone-based contracts, or to bill a percentage of the total, progress billing with Applications for Payment (Project Tracking) is the better fit than manual partial invoices.
Bill a job in two parts
Add the job to a project.
Go to the project and select Add Invoice from the Actions menu.
Create a new invoice and add a service for 50% of the amount.
Send the invoice to the customer.
After you receive payment, unapply the payment from the first invoice and apply it to the final invoice.