Job booked under the wrong business unit after the invoice was exported

 Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Invoicing · Adjustment Invoices · Business Units · All versions

Before you start

You need Accounting permissions to create adjustment invoices, unapply payments, book jobs, edit timesheets, and export invoices. If you don't have these, contact your admin.

Reason 1

Exported invoices are locked and can't be edited or deleted directly.

Once an invoice is exported, it's locked and can't be edited or deleted directly. To correct the business unit, you clear the original invoice with an adjustment invoice and rebook the job under the correct business unit.

1Clear the balance on the original invoice

1. Go to the original invoice with the incorrect business unit and create an adjustment invoice to clear the invoice balance.

2. Unapply any payments from the original invoice.

3. Export the adjustment invoice so the information matches your accounting software.

✓ Next · The original invoice's balance is cleared. Continue to Stage 2 to rebook the job.

2Replicate the job under the correct business unit

1. Go to the customer profile and book a new job for the same date, under the correct business unit.

2. If applicable, attach the new job to the project to keep your records organized.

3. Replicate the timesheet from the original job on the new job record, and edit it as needed to match the original job.

4. Delete the timesheet entry from the original job to avoid overlap.

✓ Next · The job now sits under the correct business unit. Continue to Stage 3 to apply payment.

3Apply payment to the new invoice

1. On the new invoice, click Collect and apply payment.

2. On the Collect and Apply Payments screen, find the available credit.

3. Apply the credit from the original invoice to the new invoice.

4. Export the new invoice.

✓ Next · The credit is applied and the new invoice is exported. Continue to Stage 4 to confirm reporting.

4Confirm reporting is correct

1. Check that the negative (adjustment) invoice and the new invoice are both reflected correctly in your revenue reports.

2. Note that adjustment invoices might not appear in the revenue report by default — check the report settings.

3. If needed, adjust the report to include adjustment invoices for accurate tracking.

✓ Done · The original invoice's balance is cleared, the job and revenue sit under the correct business unit, and your reports reflect the correction.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The customer name, the original invoice number, and the wrong vs. correct business unit

• Confirmation that the adjustment invoice was created and exported

• The new job/invoice number and whether the credit applied

• Which stages from this article you already completed