Create/Send invoice without a "job" or tech timesheet

jkolosewicz
New Contributor II

Does anyone know if there's a way to create an invoice without a "job" and technician timesheet attached? Say if I just want to bill my customer for parts they asked us to order for them to install, we want to send them an invoice for the parts but don't need a technician timesheet to do that.

Or, if my technician is on site and gets pulled to check out another quick issue that isn't approved on the original job/PO - I'd like to be able to just create a 2nd invoice off that job...

2 REPLIES 2

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

For the 2nd scenario you can make the job a project and add an invoice from the project page. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you have POS set up you can create an invoice on the customer page, you can only add materials though. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating