Overview
Use the Billing and Invoices tab to view the billing schedule, payment terms, and invoices associated with the agreement.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Things to know
Any updates to the payment method, payment terms, or billing address are applied to future invoices. Invoices generated before the updates are not automatically updated.
The Invoices table only shows a job invoice if it is completed.
Service Agreement Billing and Invoices actions
The Billing Schedule and Payment Terms section shows the billing schedule and payment terms set when the agreement was created.
Click Edit
to update the Payment Terms, Payment Method, Billing Address, or Customer PO#. Note: Any updates to the payment method, payment terms, or billing address are applied to future invoices. Invoices generated before the updates are not automatically updated.
The Invoices section shows historical invoices associated with the agreement. The table includes both the job and recurring invoices associated with the agreement.
Note: The Invoices table only shows a job invoice if it is completed.
Click the Invoice to open the invoice in a new tab.
Click the Job to open the job in a new tab.
Process recurring billing for service agreements
Create a billing run for your service agreements to generate invoices, batch them after processing, and return the results of the run. For more, see Process recurring billing.
Create automatic billing rules for service agreements
You can set up automatic billing rules for service agreements to process recurring payments automatically based on dates and billing rules you set. For more, see Manage automatic membership and service agreements billing rules.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements