Wrong or missing information on a printed invoice

 Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Invoicing · All versions

Reason 1

The technician name setting is off.

The technician name doesn't print because the Show Technician Name on Printed Invoice setting is off.

Reason 2

The customer phone number isn't a built-in field.

The customer phone number isn't a built-in invoice field, so it has to be added through a custom field and the invoice template.

Reason 3

The company phone prints from the Business Unit, not the Company Profile.

The company phone number prints from the Invoice Header on each Business Unit, not from the Company Profile, so updating only Company Profile leaves the old number on invoices.

Reason 4

Labor pay lives on the Job Costing screen, not the invoice layout.

Labor pay shows only on the Job Costing screen, not the invoice layout, so it has to be added as a service task to appear on the printed invoice.

1The technician's name isn't on the printed invoice

1. Go to Settings > Your Account > Feature Configurations.

2. Search for Show Technician Name on Printed Invoice.

3. Click the toggle to On.

Note: To enable this setting, Multiple Invoice/Estimate Print Options must be disabled.

✓ Done · The technician's name prints on the invoice. You're done.

2The customer's phone number isn't on the printed invoice

There's no built-in field for the customer phone number, so add it with a custom field and the invoice template.

Caution: Using Template Manager requires account configuration — contact Technical Support if it isn't enabled.

1. Create a custom field on the customer record for the phone number. For more, see Use custom fields.

2. On the navigation bar, go to Settings, then in the side panel choose Operations > Document Templates.

3. In Template Manager, find the default invoice template and click More > Make a copy. (If your default template isn't an Out of Box template, skip this step.)

4. Find the copy and click More > Edit.

5. From the components panel, drag the Custom Fields component to where you want the phone number to appear, then click Add Field.

6. In the Add Custom Field popup, enter the exact name of the custom field you created, add a Label if you want one, then click Save and Publish.

✓ Done · The customer phone number prints whenever you use that template. You're done.

3The company phone number on the invoice is out of date

Use this when you updated the company phone in Settings > Your Account > Company Profile but the old number still prints.

1. Go to Settings > Operations > Business Units.

2. Click Edit for the business unit you want to update.

3. Scroll to the Invoice Header field.

4. Remove the old phone number and enter the correct one, then click Save.

5. Repeat for each business unit that needs updating.

✓ Done · The correct company phone number prints on invoices for each updated business unit. You're done.

4Labor pay isn't on the invoice layout

Labor pay shows only on the Job Costing screen. If it's already recorded in job costing, you can surface it on the printed invoice with a service task. There's no other way to show labor pay on a printed invoice.

1. On the navigation bar, click Pricebook to open the Services screen.

2. Click +Add Service and set up a service task for labor.

3. Add the labor service task to the invoice.

4. Set the price of the labor service task to $0.

5. Include the hours of labor in the task description.

6. Print the invoice to display the labor pay.

✓ Done · Labor pay appears on the printed invoice. You're done.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The invoice number affected

• Which piece of information is wrong or missing (technician name, customer phone, company phone, labor pay)

• The business unit and the template the invoice uses

• The current state of any related setting you've already changed

• Which check from this article you already tried