Please see below for tutorials from Devan at All Dry HQ who is explaining how to create estimates, convert those estimates to invoices, collect payment and apply that payment to an invoice. Please watch both videos for the full process.

Video 1

https://www.loom.com/share/9aa4d331b93342178af023f24c627a23?sid=29dfe3b4-027b-4f5b-bcbe-d6d81462d56b

Video 2

https://www.loom.com/share/1cdac50473de478d9b35de24de5d8034?sid=dc481ea7-a38d-4e88-aa92-2e81ea6ef5d8

Steps to creating an invoice:

1. Navigate to the job in Service Titan.
2. Click on the estimate attached to the job.
3. Click on Sold/Convert, then select who sold the estimate.
4. Click on Initiate Booking.
5. Select all items on the estimate.
6. Select Book New Job.
7. This will take you to the job booking page. You are going to book a job just for the purpose of creating an invoice.
8. Complete the job booking information and set the appointment date to the current date with any time window, then assign yourself as the technician.
9. In the Summary section, delete everything on there and type in “for invoicing purposes only”.
10. Uncheck the “send booking confirmation” and “require customer signature on invoices for this job” options.
11. Click on Book Job.