AP: Batch 13580 HFC/PP Batch

Learn how to access accounting records and review invoice details, purchase orders, and job summaries in ServiceTitan.

September 25, 2026 By Autumn Bowman

Purpose

This guide outlines the steps to navigate to and review customer invoice with pending purchase orders. We contact vendors to request invoices and or credit memos.

Scope

This procedure applies to accounting personnel, billing specialists, and service managers working within the ServiceTitan platform. It covers accessing the accounting section, opening specific invoice records, and reviewing line items and job summaries prior to final batching or export. Modifying posted general ledger entries or batch exporting transactions is outside the scope of this document.

Navigate to Invoice Records

Access the accounting workspace to locate customer invoices needing review.

Step #1: Click Accounting in the left sidebar. — Click **Accounting** in the left sidebar.

Step #2: Click Batch/Export Transactions from the menu options. — Click **Batch/Export Transactions** from the menu options.

Step #3: Select Batch 13580 — Select Batch 13580

Step #4: Clicked Batched in the left-hand corner — Clicked **Batched** in the left-hand corner

Review Invoice Details and Summary

Examine the invoice content, associated purchase orders, and job summary details.

Step #1: Open and view the invoice details screen. — Open and view the invoice details screen.

Step #2: Review invoice details, line items, and purchase orders. (Are they received? Is there anything pending?) If No Unbatch if - Yes reach out to vendor for invoice/CM — Review invoice details, line items, and purchase orders. (Are they received? Is there anything pending?) If No Unbatch if - Yes reach out to vendor for invoice/CM

FAQ

Q: Where can I find associated purchase orders on an invoice?

A: Purchase orders and item breakdowns are visible directly on the central invoice details screen alongside line items and services.

Q: Which menu section contains customer invoice records in ServiceTitan?

A: Customer invoices and billing records can be accessed via the Accounting module under Accounts Receivable.