--- title: "View and manage a consolidated project invoice in the ServiceTitan Field Mobile App" slug: "view-and-manage-consolidated-project-invoice-in-fma" updated: 2026-10-29T13:32:50Z published: 2026-10-29T13:32:50Z canonical: "help.servicetitan.com/view-and-manage-consolidated-project-invoice-in-fma" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # View and manage a consolidated project invoice in the ServiceTitan Field Mobile App ## Overview When a project includes multiple jobs, you can view a single consolidated invoice that combines all chargeable items across those jobs in the Field Mobile App. From the project invoice, you can review work order items and the total balance due, collect a project acknowledgement signature, process a payment, and share the invoice with the customer. This helps field teams communicate costs clearly and collect payment on-site, without having to navigate multiple job-level invoices. --- ### #### Who uses this feature - Technicians, installers, and sellers - Primarily benefits Residential Service and Replacement business types - Applies to all trades #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, reach out to your CSM (through the office). - Account configuration is required to use this feature. Please contact your office for details. - The *Edit Project Invoice* permission is required to use this feature. Please contact the account administrator on your team. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - To collect payment from the project invoice, you must be clocked into a job on the project. For more, see [Track your time and work](/v1/docs/field-mobile-app#track-your-time-and-work). > [!NOTE] > **Note:** You do not need to be clocked in to collect payment from an individual job invoice. - If your office has configured a [Project Invoice](/v1/docs/understand-document-template-components-project-invoice) template in Template Manager, that template is used when printing or presenting. Otherwise, the system default template is used. - The project invoice requires an active internet connection. For offline invoice access, open the individual job invoices tied to the project instead. - Editing work order items, sending SMS and email payment links, and processing Financing payments are not supported from the project invoice. To complete these actions, open the individual job invoices tied to the project. - If the *Bill To* customer on a job invoice does not match the *Bill To* customer on the project, payment collection for that job invoice is disabled in the Field Mobile App. ## Best practices - Review the consolidated invoice with your customer before collecting a signature or payment to ensure all work order items are accurate. - If the customer wants a copy of the invoice, use **Email** to send it directly. > [!NOTE] > **Note:** When offline, emails are queued and sent when you're back online. - Collect the project acknowledgement signature before processing payment to confirm the customer agrees to the total charges. ## Use cases - As a technician on a multi-job residential remodel, you open the project invoice to show the customer a summary of all work completed across every job, then collect their signature and process payment on the spot. - As a technician nearing the end of a project, you email the consolidated invoice to the customer so they can review their balance before your final visit. - As a technician without a cell signal, you collect the project acknowledgement signature and queue the invoice email—it sends automatically when you're back online. - As a roofing sales representative, you open the project invoice to collect final payment and signatures from the customer after completing the post-install inspection. ## Open a project invoice in the Field Mobile App 1. [Find and open](/v1/docs/find-projects-in-fma) the project. 2. On the project screen, tap the **Invoice** (Residential) or **Work Order** (Commercial) tab. ![Project details for West Hall Retrofit, including status, customer, and project manager information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-c5empms3.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) 3. On the invoice that opens, you can review and access: - **Customer Authorization:** The signature collected from the customer before work begins that grants you permission to perform the work. - **Project Invoice Items** (Residential) or **Work Order Items** (Commercial)**:** All chargeable work order items across jobs on the project, including the *Subtotal*, *Tax*, and *Project Invoice Total*. This also includes any Sold estimate items not yet booked into a job. - **Customer Acknowledgement:** The signature collected from the customer after work is completed that confirms the work was finished to their satisfaction. - **Payments:** The *Total, Paid,* and *Project Balance* due. > [!NOTE] > **Note:** The *Balance Due* reflects the total outstanding amount across all jobs in the project. - **Share Invoice:** Actions to **Email**, **Print**, or **Present** the invoice to the customer. ![Invoice summary showing project details, payments, and total balance due.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-y1995cw5.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) ## View project invoice items in the Field Mobile App The project invoice consolidates chargeable work order items from all jobs on the project. You can't edit individual work order items from this view. To view invoice items on a project: 1. Open the project invoice. 2. Tap **View** next to *Project Invoice Items* (Residential) or *Work Order Items* (Commercial). 3. Chargeable items across all jobs on the project appear. ![Invoice detailing project items, prices, quantities, and total member savings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-a9njes84.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) ## Collect a project Acknowledgement signature in the Field Mobile App 1. Open the project invoice. 2. Tap **View** next to *Customer Acknowledgement*. 3. Have the customer review the acknowledgement and add their signature. ![Customer acknowledgment invoice with electronic signature and payment terms highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-5d29zn9o.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) 4. Tap **Done**. The signature is saved to the project invoice. > [!NOTE] > **Note:** Collecting a signature is available both online and offline. ## Process a payment on the project invoice in the Field Mobile App You can accept payment directly from the project invoice when you're online. > [!NOTE] > **Note:** Payment processing requires an active internet connection. 1. Open the project invoice. 2. Tap **Pay** under *Payments*. 3. Select the **invoice** or **invoices** that need to be paid and then: 1. Enter the **Pay Amount**. 2. (Optional) Add a **Memo** describing what the payment is for. 3. Select the **Payment Type**. 4. Enter the remaining payment details. 4. When finished, tap **Pay**. ![Payment screen showing invoice details and ACH payment information for Jack Turner.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-axlunjyn.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) After the payment processes, it's applied to the project and the *Balance Due* updates to reflect the amount paid. ## Email a project invoice in the Field Mobile App > [!NOTE] > **Note:** Emailing a project invoice is only supported online. 1. Open the project invoice. 2. Scroll to *Share Invoice* and tap **Email**. 3. Review or update the recipient email address and information to be sent. 4. Tap **Send**. ![Email invoice interface showing details, estimates, and options for sending invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/stamp1(2).png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) ## Print or present a project invoice in the Field Mobile App > [!NOTE] > **Note:** Printing and presenting a project invoice requires an active internet connection. 1. Open the project invoice. 2. Scroll to *Share Invoice* and do one of the following: 1. Tap **Print**, select the **Print** icon, and follow your device's prompts. ![Invoice detailing preventive maintenance for Bello Italian Restaurant's kitchen equipment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-8zcjr4zb.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) 2. Tap **Present** to display the invoice on your screen for the customer to review. ![Invoice presentation screen showing template options and a highlighted present button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-8melo9u4.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) ## View project financial context from a job invoice in the Field Mobile App When a job is part of a project, the job's *Invoice* (Residential) or *Work Order* (Commercial) tab shows additional project-level financial information alongside the job-level totals. This gives you a quick view of where the overall project stands without leaving the job. ### View project totals and balances on the job invoice If a job is part of a project, you can view totals and balances for both the individual job and the entire project in the *Invoice* (Residential) or *Work Order* (Commercial) tab. The *Invoice Items* (Residential) or *Work Order Items* (Commercial) section includes the following: - **Job Invoice Total:** The total for only the chargeable invoice items on this specific job. - **Project Invoice Total:** The total for all chargeable invoice items across every job in the project. This also includes sold estimate items not yet booked into a job. ![Invoice summary showing job total of $2,000 and project total of $21,000.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-pxjcfkqx.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) The *Payments* section includes the following: - **Job Balance** (Residential) or **Work Order Balance** (Commercial)**:** The Job Invoice Total minus any payments applied to this job invoice. - **Project Balance:** The Project Invoice Total minus all payments applied to every job invoice in the project. ![Payment summary showing job and project balances with total and paid amounts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-xo0ttqps.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) ### View project invoice items from a job 1. Open your job (Residential) or Work Order (Commercial) and: - If your default terminology is set to *Residential*, tap the **Invoice** tab. - If your default terminology is set to *Commercial*, tap the **Work Order** tab. 2. Tap **View** next to *Invoice Items* (Residential) or *Work Order Items* (Commercial). 3. On the *Job Invoice Items* (Residential) or *Work Order Items* (Commercial) screen that opens, review the items for this job. 4. At the bottom of the screen, tap **Project Invoice Total**. ![Invoice details showing service and material costs, total savings, and project total.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-hmqw2na4.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) The *Project Invoice Items* (Residential) or *Work Order Items* (Commercial) screen opens and shows all chargeable invoice items across every job in the project, plus any sold estimate items not yet booked into a job. > [!NOTE] > **Note:** This screen is read-only. To edit individual work order items, open the relevant job invoice. ### Collect payment from a job invoice on a project When you tap **Pay** from a job that's part of a project, the Field Mobile App opens the project payment flow. 1. Open your job and tap the **Invoice** tab. **Commercial:** Open your work order and tap the **Work Order** tab. 2. In the payment section, tap **Pay**. 3. The project payment screen opens, showing all invoices associated with the project and the balance for each. ![Payment screen showing job details and total amount due for various services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-manage-a-consolidated-project-invoice-in-the-servicetitan-field-mobile-app-image-wd20j00t.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A55Z&se=2026-11-01T21%3A57%3A55Z&sr=c&sp=r&sig=inmX7oMziVB7HiI%2FE5Dwptzx243rdgShYc%2B6AEv5s6A%3D) 4. Select the invoice or invoices to apply the payment to, then: 1. Enter the **Pay Amount**. 2. (Optional) Add a **Memo** describing what the payment is for. 3. Select the **Payment Type**. 4. Enter the remaining payment details. 5. When finished, tap **Pay**. After the payment processes, it's applied to the project and the *Project Balance* updates to reflect the amount paid. > [!NOTE] > **Note:** Payment processing requires an active internet connection. ## Want to learn more? - See [Find projects in the ServiceTitan Field Mobile App](/v1/docs/find-projects-in-fma) - See [View projects in the ServiceTitan Field Mobile App](/v1/docs/view-projects-in-fma) - See [Print or email an invoice or estimate in ServiceTitan Mobile](/v1/docs/print-email-invoice-or-estimate-in-servicetitan-mobile) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)