Help! Can't use invoice closeout on the project level for New Construction projects

LaurenHualElect
New Contributor II
Help! We can't use the invoice closeout on the project level since the newest update. Our new construction dept estimates and invoices on the project level instead of on the job. However, none of our estimate items are showing up under Invoice Closeout on the invoice. Customer Service says that ST is hardwired to require a job to invoice... This was the workflow recommended by our onboarder and how we've been doing this. There's even a help article on it: https://help.servicetitan.com/how-to/set-up-an-estimate-by-line-item
 
1 ACCEPTED SOLUTION

jmcallis
New Contributor

Hey Lauren!! 

We added a new setting for Service(s) to display or not in invoice closeout, the new setting was added under (Settings>Purchasing/Inventory>Configuration) 'Display Services on Invoice Closeout' is the name of the new setting. Once enabled you should be able to see the services on invoice closeout.

View solution in original post

3 REPLIES 3

e_dunn
Former Titan

@LaurenHualElect - was @jmcallis suggestion able to resolve your situation?

MelissaHEI
New Contributor II

Seems to....It would have been nice if this had been included in the "What's New" update info. 

jmcallis
New Contributor

Hey Lauren!! 

We added a new setting for Service(s) to display or not in invoice closeout, the new setting was added under (Settings>Purchasing/Inventory>Configuration) 'Display Services on Invoice Closeout' is the name of the new setting. Once enabled you should be able to see the services on invoice closeout.