---
title: "Create a return"
slug: "create-a-return"
tags: ["Area - Inventory and POs", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T04:38:51Z
published: 2026-10-15T04:38:51Z
canonical: "help.servicetitan.com/create-a-return"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a return

> [!NOTE]
> **Note:** This feature has been updated for most users and the processes are different. See [Return Types](/commercial/docs/return-types#create-a-return-type) for the updated version.

## Things to know

- You can process returns if the quantity from procurement and all invoices is greater than the quantity you want to return.

## Create a return from an Invoice

To create a return from the invoice screen, complete the following:

1. Navigate to the invoice you want to create a return from, and click **Add a purchase order.**

> [!NOTE]
> **Note:** If the purchase order is related to a project, the purchase order's Business Unit must match one of the project's assigned business units, if it has any.

![Adding a Purchase Order from the Invoice screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-return-image-cjdvjw65.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A09Z&se=2026-11-09T12%3A16%3A09Z&sr=c&sp=r&sig=L45BzMMrVPG5ySoWnoUjarI77Iru2BKpJwzk66NLy%2Bc%3D)
2. In the *Line Items* section click **Add Item**. You will be directed to *Add Purchase Order Line Item* screen where you can enter the details for your return.

> [!NOTE]
> **Note:** In the Quantity field, enter the quantity of items you returning as a negative number.
3. When you are finished, click **Add Item**. You now see your return listed in the *Line Items* section of the invoice.![Image showing the Add Purchase Order Line Item screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-return-image-ww50amet.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A09Z&se=2026-11-09T12%3A16%3A09Z&sr=c&sp=r&sig=L45BzMMrVPG5ySoWnoUjarI77Iru2BKpJwzk66NLy%2Bc%3D)
4. Click **Save** to complete the creation of your return.

## Create a non-Job return

To create a non-job return, complete the following:

1. Navigate to the Dispatch Board**.**
2. Click the technician for who the return is being made. Then, select *Non-job* Purchase Orders.
3. From the *Purchase Orders* screen, click **Add**.
4. In the *Line Items* section, click **Add Item**.![Image showing the Add Item button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-return-image-zw8yumms.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A09Z&se=2026-11-09T12%3A16%3A09Z&sr=c&sp=r&sig=L45BzMMrVPG5ySoWnoUjarI77Iru2BKpJwzk66NLy%2Bc%3D)You will be directed to *Add Purchase Order Line Item* screen where you can enter the details for your return.

> [!NOTE]
> **Note:** In the *Quantity* field, enter the quantity of items you returning as a negative number.
5. When you are finished, click **Add Item**. You now see your return listed in the *Line Items* section of the invoice.![Add Purchase Order Line Item screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-return-image-hr5xnihn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A09Z&se=2026-11-09T12%3A16%3A09Z&sr=c&sp=r&sig=L45BzMMrVPG5ySoWnoUjarI77Iru2BKpJwzk66NLy%2Bc%3D)
6. Click **Save** to complete the creation of your return.

The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan.

**What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration.

**Also called:** Bill, Work order invoice

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

An internal division within ServiceTitan used to segment work, reporting, and accounting — for example, “Resi HVAC” vs. “Commercial Plumbing.”

**What it does:** Lets multi-trade or multi-division businesses track performance, capacity, and financials separately per division.

**Where to find it:** Settings › Business Units.

**Also called:** Trade division, Service line, BU

**Tags:** Core

[Learn more →](https://help.servicetitan.com/docs/add-and-edit-a-trade-or-division) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes.

**What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job.

**Also called:** Work order, Service ticket

**Tags:** Core

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout.

**What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments.

**Also called:** Schedule board, Dispatch view

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Formal documents sent to vendors to authorize purchasing materials or equipment, tracked against specific jobs in ServiceTitan.

**What it does:** Controls material spend by requiring approval for purchases and matching POs to job costs for accurate job profitability tracking.

**Also called:** Material orders, Vendor orders

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** PO