Invoice generation and payment processing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Job completion notification received

   Field crew updates job status to completed with photos and time logs in ServiceTitan. This triggers the automated invoicing workflow to begin processing the completed work order.

   ServiceTitan
2. 2

   Action

   Generate detailed service invoice

   System automatically creates an itemized invoice including labor hours, materials used, equipment charges, and any additional services performed. Invoice data is pulled from completed work order details and pre-configured pricing schedules.

   ServiceTitanJobber
3. 3

   Decision

   Check client payment preferences

   Workflow evaluates customer profile to determine preferred payment method and billing schedule. Routes to appropriate payment processing based on whether client uses autopay, manual payment, or commercial net terms.

   ServiceTitan
4. 4

   Action

   Send invoice via preferred channel

   Invoice is automatically delivered to client through their preferred method - email, SMS, or customer portal. Includes payment links for immediate processing and clear payment terms and due dates.

   ServiceTitanJobber
5. 5

   Action

   Process automatic payments

   For clients with autopay enabled, the system immediately charges their saved payment method. Payment confirmation and receipt are automatically generated and sent to both client and office staff.

   ServiceTitanReal Green Systems
6. 6

   Action

   Update financial records

   Payment status, invoice details, and transaction records are automatically synced to accounting systems. Customer payment history and account balances are updated in real-time across all platforms.

   ServiceTitanReal Green Systems
7. 7

   Output

   Generate payment confirmation report

   System produces comprehensive payment report showing invoice details, payment status, and any outstanding balances. Report is distributed to management and accounting teams for daily cash flow tracking.

   ServiceTitanReal Green Systems

Related Landscaping Articles