ServiceTitan invoices that show open but were already paid

Some of the open AR in a ServiceTitan account was already collected. The two common patterns are unapplied payment credit sitting on the customer's account, and a payment that landed on a different invoice for the same job, often a financing payment, leaving the original open. Sorting AR by age or balance can't tell these apart from real debt; checking each customer's payment records can.

Two patterns to check before calling a customer

Calling a customer to collect money they already paid costs goodwill. Check first.

Doing it in ServiceTitan yourself

1. Export open invoices over a floor (for example $100).
2. For each customer, open their payment history and look for unapplied payments or a matching payment on another invoice.
3. Pay particular attention to financed jobs, where the lender's payment can post to a different invoice than the one the office expects.

What FieldOps does

FieldOps checks every open invoice against the customer's payments, flags the ones that are probably already collected, and gives a worklist with the reason and a link to the record. At the founding shop, its first run found a $20,683 invoice that had sat in AR for months after the financing payment was applied elsewhere. It is part of the Growth plan.

Common questions

Why would a paid invoice still show as open in ServiceTitan?

Usually the payment was recorded but not applied to that invoice, or it was applied to a different invoice for the same job — common with financing payments.

How do I check before calling the customer?

Look at the customer's payment history for unapplied credit or a payment of the same amount on another invoice.