--- title: "Add or edit serialized items on invoices" slug: "add-or-edit-serialized-items-on-invoices" updated: 2026-10-15T00:46:04Z published: 2026-10-15T00:46:04Z canonical: "help.servicetitan.com/add-or-edit-serialized-items-on-invoices" --- > ## 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. # Add or edit serialized items on invoices ## Overview You can add serialized items to an invoice. You can also edit an item's serial number and quantity on an invoice. --- ### #### Who uses this feature - Managers, purchasing managers, and technicians #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Installed equipment generated from serialized inventory will generate a piece of installed equipment for each quantity of the invoice item. Serial numbers will no longer be able to be manually updated in ServiceTitan mobile or ServiceTitan. ## Add serialized item to an invoice 1. [Open the invoice](/construction/docs/use-search-in-servicetitan) if you want to add a serialized item. 2. On the invoice record that opens, click **Add a material** or **Add equipment**. For example, click **Add a material**. The *Add a Material* screen opens. 3. In the **Code** field, enter and then select the item from the dropdown field.![Image showing the Code, Quantity and Inventory Location fields on the Add a Material screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-r3tn5stv.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) 4. In the **Quantity** field, enter the quantity of an item required to be consumed. 5. From the **Inventory Location** dropdown field, select the inventory location from which the item is used. 6. In the **Serialization** field, click the **Edit![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-7wfit0ou.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D)**icon. The pop-up window opens. 7. From the dropdown field, select the serial number you want.![A cursor selecting the serial number from the dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-sth18ixm.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) 8. When you're finished, click **Save** on the pop-up window and then on the invoice record page. ## Edit the serial number of an item on an invoice 1. [Open the invoice](/construction/docs/use-search-in-servicetitan) that includes the serial number that you want to edit. 2. On the invoice record that opens, click the **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-6kn5hwy4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D)icon next to the item you want to change.![A cursor clicking Edit next to the item you want to change.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-aycq3lut.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D)The *Edit Material* screen opens. 3. To edit the serial number: 1. Click **Complete** if you want to edit an existing serial number. 2. Click the **Edit![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-gqggya1z.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D)**icon if you want to add a serial number.![Image showing the Serialization field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-b3j3rykk.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) 4. On the pop-up window that opens, edit the existing serial number or select the new serial number from the dropdown field. 5. When you're finished, click **Save** on the pop-up window and then on the invoice record page. ## Edit the quantity of an item on an invoice 1. [Open the invoice](/construction/docs/use-search-in-servicetitan) that includes the item that you want to edit. 2. On the invoice record that opens, click the **Edit![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-gglg91g4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D)**icon next to the item you want to change. 3. In the **Quantity** field, update the quantity of an item that is required to be consumed.![Image showing the Quantity field on the Edit Material screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-mlug1tek.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) 4. In the **Serialization** field, click the **Edit**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-uunug1nc.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D)icon. A pop-up window opens: 1. If you increase the quantity, select new serial numbers from the dropdown list for the item that is used on the job. 2. If you decrease the quantity, remove the serial numbers for the item you didn't use on the job. 5. When you're finished, click **Save** on the pop-up window and then on the invoice record page. ## View equipment serialization on location records When you add serialized equipment to an invoice and set the quantity of equipment to more than one, the *Location* section will have an installed equipment record for each quantity. 1. [Open the invoice](/construction/docs/use-search-in-servicetitan) if you want to add equipment. 2. On the invoice record that opens, click **Add equipment**.![A cursor clicking Add equipment option on the Invoice record screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-7cor2hwh.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D)The *Add an Equipment* screen opens.![A cursor clicking Edit next to the Serialization field on the Add an Equipment screen.t](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-r7b9tsrm.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) 3. In the **Code** field, enter and then select the item from the dropdown field. 4. In the **Quantity** field, edit the quantity of equipment that is required to be consumed. 5. In the **Serialization** field, click the **Edit** icon. The pop-up window opens. > [!NOTE] > **Note:** Each piece of equipment will have a unique serialization. 6. From the dropdown field, select the serial number you want. 7. When you're done, click **Save**.![Image showing New Serialized Equipment screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-70vtj3p4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) To view serialized equipment: 1. In the *Service Location* section, click the customer name.![A cursor clicking the customer name on the Invoice record screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-nmi35npw.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) 2. In the *Location* section that opens, you can view installed equipment records.![iImage showing the installed equipment record.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-or-edit-serialized-items-on-invoices-image-mhdv36e8.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A52Z&se=2026-10-31T01%3A42%3A52Z&sr=c&sp=r&sig=0wIdE0286cn6QGMZUXYt2ecLyUspv2St8035%2F54u7bk%3D) ## Want to learn more? - See [Serialized Inventory](/v1/docs/serialized-inventory-home)