---
title: "Review and confirm invoice closeout"
slug: "review-and-confirm-invoice-closeout-2"
tags: ["Area - Accounting", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"]
updated: 2026-11-05T17:15:43Z
published: 2026-11-05T17:15:43Z
canonical: "help.servicetitan.com/review-and-confirm-invoice-closeout-2"
---

> ## 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.

# Review and confirm invoice closeout

## 

## Overview

After a work order is complete, use *Invoice Closeout* to account for items that were used to complete the work. Unused items can be returned to your inventory or vendor.

---

### 

#### Who uses this feature

- Procurement and procurement managers
- Applies to all business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- If a tracked inventory item is purchased on a requisition PO attached to a work order and the invoice closeout is completed for that item, the cost of that item is set to $0. The cost appears in the *Unit Cost* and *Total Cost* columns on the invoice.

## Review and confirm an invoice closeout

1. Go to the top toolbar and click **Search** **![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-legacy-search-outline.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A43Z&se=2026-11-09T12%3A19%3A43Z&sr=c&sp=r&sig=oO9vVoqGqGlkmtaKjgwJiZZt3szm4AiAEDHHnQ1jOKY%3D)**.
2. From the **Search** dropdown, select *Invoice* and click the **Search** icon. For more, see [Use search in ServiceTitan](/commercial/docs/use-search-in-servicetitan).
3. Click the **Invoice number** to open the invoice that you want to close out. ![Invoice table highlights invoice 1506709 for Rivermere Office Park, assigned to Electrician 1 with pending status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Updated Invoice Work Order Table.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A43Z&se=2026-11-09T12%3A19%3A43Z&sr=c&sp=r&sig=oO9vVoqGqGlkmtaKjgwJiZZt3szm4AiAEDHHnQ1jOKY%3D)
4. On the invoice record screen that opens, click **Invoice Closeout**. ![Invoice #1506709 displays an Invoice Closeout button alongside work order and payment details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Invoice Closeout Dashboard(1).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A43Z&se=2026-11-09T12%3A19%3A43Z&sr=c&sp=r&sig=oO9vVoqGqGlkmtaKjgwJiZZt3szm4AiAEDHHnQ1jOKY%3D) On the *Closeout for Invoice* screen that opens, you can view all materials, equipment, and tasks requisitioned for the project through Sold estimates.
5. Enter accurate values in the *Add Qty* column for each item. This ensures that your invoice has the accurate quantity of items you used on the work order.

> [!NOTE]
> **Note:** If the *Qty* column for the following fields is an exact match: Item Name, Item Description, ST Part Number, Procurement Source, and Inventory Location, then they share a single merged cell for the *Qty Sold* column.

> [!TIP]
> **Tip:** To add items from the closeout to the work order invoice in bulk, select the **Equipment** or **Materials** table and click **Maximize Qty to Add**.

*![Invoice allocation interface showing materials and quantity options for items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/review-and-confirm-invoice-closeout-image-iaagt8b1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A43Z&se=2026-11-09T12%3A19%3A43Z&sr=c&sp=r&sig=oO9vVoqGqGlkmtaKjgwJiZZt3szm4AiAEDHHnQ1jOKY%3D)*
6. When you’re done, click **Add to Work Order Invoice**. ![Material list showing item descriptions, quantities, and options to add to invoice.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/review-and-confirm-invoice-closeout-image-ekwne6gd.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A43Z&se=2026-11-09T12%3A19%3A43Z&sr=c&sp=r&sig=oO9vVoqGqGlkmtaKjgwJiZZt3szm4AiAEDHHnQ1jOKY%3D)

> [!NOTE]
> **Note:** To return unused items, see [Return unused items from a requisition](/commercial/docs/return-unused-items-from-a-requisition).
7. On the *Confirmation* pop-up that opens, click **Confirm** to proceed with the invoice closeout.
8. On the invoice record screen that opens, click **Save**.

## Want to learn more?

- See [Return unused items from a requisition](/commercial/docs/return-unused-items-from-a-requisition)

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

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