Add bills to statements

Overview

Group outstanding bills into statements as you receive them from your vendors. If you add multiple bills to a statement before you make a payment, your remittance vendors can process your payments more efficiently because they receive one payment for a statement instead of multiple payments for each bill. In addition, you can efficiently follow up with your vendors on any discrepancies in your statements and track those items in ServiceTitan.

Things to know

• If you haven't already enabled Payables, see Set up Accounts Payable.

• As of October 2023, this feature is no longer available for enablement in ServiceTitan. Bills are now managed through either the Purchasing or Inventory modules.

• If you use the Purchasing Module, Purchasing appears in the main navigation bar and in the side panel.

• If you use the Inventory Module, Inventory appears in the main navigation bar and in the side panel.

Note: You can add a bill to a statement if the statement is active and is in Reconciled status.

Note: You can add a paid bill to a statement if the paid bill isn't already added to a statement.

Note: Unpaid bills can be added to more than one statement.

Add a bill to a statement

1. Go to the navigation bar and click Accounting.

2. In the side panel, click Bills.

3. Click the Reconciled tab.

4. Click the bill that you want to add to a statement. The Bill record opens.

5. Click Add to Statement. The Add to Statement pop-up opens.

6. Click the Statement Name dropdown and do either of the following steps:        

   1. Select an existing statement.

   2. To create a new statement, do the following steps:                

      1. Enter a name in the Statement Name field for the statement. 

      2. Click Create as a new statement.

      3. Optional: Select the Statement Issued Date field and select a date from the calendar.

7. Click Add to Statement.

Want to learn more?

See other articles in Payables.