Overview
Consolidated invoices let office employees combine multiple open invoices for a single bill-to customer into one invoice. Each invoice stays separate in ServiceTitan for revenue recognition, while the customer receives one consolidated invoice. This helps property management and recurring services businesses bill customers clearly without manual workarounds.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
You can consolidate invoices for one customer at a time. All selected invoices must share the same Bill To customer.
Each invoice can belong to only one consolidated invoice.
Individual invoices remain intact in ServiceTitan for revenue recognition. Consolidation groups them for billing and presentation only.
A default Consolidated Invoice document template must be set up before you can print or send a consolidated invoice. For more, see Document Templates overview.
Consolidated invoices appear in the Customer Portal. The individual invoices that make up a consolidated invoice do not display separately there.
Consolidating invoices by adding them to a project was the previous method and is no longer the recommended approach. Use the consolidated invoice workflow described in this article instead.
When you consolidate invoices, the due date on each underlying invoice updates to match the consolidated invoice due date. This keeps statements and aging reports aligned with what the customer sees.
Best practices
Consolidate invoices for customers who expect a single bill across multiple jobs, locations, or recurring visits, such as property managers and recurring services accounts.
Set up your default Consolidated Invoice document template before you start consolidating, so invoices are ready to print and send.
Confirm all selected invoices share the same Bill-To customer before you consolidate.
Use cases
A property manager receives one consolidated invoice covering work completed across several of their locations in a billing period, instead of a separate invoice per job.
A recurring services business combines a customer's monthly visits into a single consolidated invoice for one payment.
Create a consolidated invoice
When you consolidate invoices, the Customer PO # and Invoice Summary fields populate automatically from the underlying invoices. You can edit these values on the consolidated invoice, but your edits do not update the underlying invoices.
To create a consolidated invoice:
Go to the navigation bar and click Accounting > Invoices.
In the Invoices module, select the open invoices you want to consolidate.
Note: All selected invoices must share the same Bill-To customer.
Click Actions > Consolidate Invoices.
On the Consolidate Invoice screen, review and adjust the consolidated invoice details:
Invoice Date (required): Defaults to today's date. Change it if needed.
Payment Terms (required): Select the payment terms for the consolidated invoice.
Business Unit (required): Select the business unit for the consolidated invoice.
Default Print Template: Select a print template, or leave as (Unspecified).
Customer PO #: Populated automatically from the underlying invoices. When multiple invoices have different PO numbers, all values appear as a comma-separated list. Edit if needed.
Invoice Summary: Combines the invoice summaries of all invoices being consolidated. Edit if needed.
Under Consolidated Invoices, review the grouped invoices, totals, and balances. To remove an invoice from the group, click the delete icon on its row.
When finished, click Save.
The consolidated invoice will appear in the customer portal and under the Consolidated Invoices tab in the Invoices module. Click on an invoice number to open the Consolidated Invoice Details screen and review the consolidated invoice.
Manage a consolidated invoice
Use the Consolidated Invoice Details screen to edit a consolidated invoice after you create it.
Note: You can only add or remove invoices in this screen. You won't be able to add individual invoice line items.
Add or remove invoices
On the Consolidated Invoice Details screen, click Add Invoices.
At the popup, select the invoices you want to add and click Add Invoices.
The invoice is added to the list of invoices in the Consolidated Invoice Details screen.
To remove an invoice:
Click the Remove Invoice icon.
At the popup, click Remove Invoice.
The screen refreshes and the invoice is removed.
Edit consolidated invoice details
On the Consolidated Invoice Details screen, click Actions > Edit Invoice.
On the Edit Consolidated Invoice screen that opens, make your edits.
When finished, click Save.
Unconsolidate an invoice
On the Consolidated Invoice Details screen, click Actions > Unconsolidate.
At the popup, click Unconsolidate Invoices.
The individual invoices are moved out of the consolidated invoice.
Collect payment on a consolidated invoice
Open the consolidated invoice.
On the Consolidated Invoice Details screen, click Collect Payment.
On the Collect and Apply Payments screen that opens, follow the steps outlined in Collect a payment.
Note: You can apply the payment to an individual invoice within the consolidated invoice.
When finished, click Save.
Print or email a consolidated invoice
You can print or email consolidated invoices individually or in bulk from the Invoices module.
Go to the navigation bar and click Accounting > Invoices.
Click the Consolidated Invoices tab.
Select one or more consolidated invoices.
Click Actions > Email invoices or Print invoices.
Continue with the steps in Print, email, and download customer invoices.
How consolidated invoices appear to customers
Customers see a single consolidated invoice in the Customer Portal and in emailed invoices. The individual invoices that make up the consolidated invoice do not display separately.