--- title: "Edit, copy, and cancel a return" slug: "edit-copy-and-cancel-a-return" updated: 2026-10-15T00:45:17Z published: 2026-10-15T00:45:17Z canonical: "help.servicetitan.com/edit-copy-and-cancel-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. # Edit, copy, and cancel a return ## Overview Edit a return to correct an error made while creating the return record. Copying a return is a useful tool to use for transactions that you make regularly. Copying helps you to reduce data entry when creating recurring return records. --- ### #### Who uses this feature - 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 you only have the *Purchasing* module enabled, the **Inventory** section in the navigation bar is renamed **Purchasing**. - If you created a return and your invoice balance is not updating, make sure the return was created through the associated invoice and not through the Inventory module. ## Edit a serial number on a return 1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D). 2. From the side menu, select **Returns**. 3. On the *Returns* screen that opens, click the **Pending**, **Returned**, or **Credit Received** tab. 4. Click on the return you want to edit. 5. On the return record that opens, from the **Actions** dropdown, select *Edit*.![A cursor clicking Edit from the Actions dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-2q5dp11e.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 6. Go to the *Item List* section and click the **Edit![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-8fy5exl8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)**icon under the **Serial Numbers** column for the item you want to edit.![A cursor clicking the edit icon next toComplete.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-ygw6ffh6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 7. On the screen that opens, select a new serial number from the dropdown.![A cursor selecting a new serial number from the dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-3itpln3p.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 8. When you're done, click **Save** on the pop-up window and then on the *Returns* screen. ## Edit a quantity on a return 1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D). 2. From the side menu, select **Returns**. 3. On the *Returns* screen that opens, click the **Pending**, **Returned**, or **Credit Received** tab. 4. Click on the return you want to edit. 5. On the return record that opens, from the **Actions** dropdown, select *Edit*. 6. In the *Item List* table, edit the quantity of an item on a return in the **Quantity** column. 1. If you increase the quantity, click the **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-oejmi6px.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)** icon in the **Serial Numbers** column and select the additional serial numbers you want to return from the pop-up. 2. If you decrease the quantity, click the **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-g9z0nttf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)** icon in the **Serial Numbers** column and remove the serial numbers for the item that you didn't return from the pop-up. 7. When you're done, click **Save** on the pop-up window and then on the *Returns* screen. ## Add an attachment to a return 1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D). 2. From the side menu, select **Returns**. 3. On the *Returns* screen that opens, click the **Pending**, **Returned**, or **Credit Received** tab. 4. Click on the return you want to edit. 5. On the return record that opens, from the **Actions** dropdown, select ***Edit.*** 6. Click **Upload File** to attach a file related to the return. Attach supporting documents to a return so approvers and warehouse staff can validate and reconcile the return without searching email or a shared drive. For example, you can attach the vendor's return authorization, a packing slip, or a photo of the returned item. ![Return form displaying project details, item list, and total cost for HVAC installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/return-5-detail-final-1920x1080.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) > [!NOTE] > **Note:** You cannot delete an attachment from a return. Make sure you are uploading the correct file before you attach it. ## Copy a return After copying a return, you can make edits to the copied return to create a new return. 1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D). 2. From the side menu, select **Returns**. 3. On the *Returns* screen that opens, click the **Pending**, **Returned**, **Credit Received**, or **Canceled** tab. 4. Click on the return you want to copy. 5. On the return record that opens, from the **Actions** dropdown, select *Copy*.![A cursor selecting Copy from the dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-ufjs92jq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 6. On the *Create Return* screen that opens, enter all the necessary details for your return. 7. When you're finished, click **Create** to create a new return. For more, see [Create and complete a return](/construction/docs/create-and-complete-a-return). ## Cancel a return You can cancel a return if you decide to keep the item and haven't yet sent the return merchandise authorization form to the vendor. 1. Go to the navigation bar and click **Inventory** or **Purchasing**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D). 2. From the side menu, select **Returns**. 3. On the *Returns* screen that opens, click the **Pending**, **Returned**, **Credit Received**, or **Canceled** tab. 4. Click on the return you want to cancel. 5. On the return record that opens, from the **Actions** dropdown, select *Cancel Return*.![A cursor selecting Cancel Return from the Actions dropdown list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-3b2rqctx.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 6. (Optional) On the *Cancel Return* pop-up window that opens, from the dropdown, select the reason for canceling.![A cursor selecting the cancelation reason.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-copy-and-cancel-a-return-image-kct0mlcg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 7. When you're done, click **Cancel Return**. ## FAQ --- ### #### Can I edit returns? Yes, you can [edit returns](/construction/docs/edit-copy-and-cancel-a-return) for items that aren't posted or have been purchased in the last six months. To do this, enable the **Edit return** permission in **Settings > Permissions**. For more information on how to enable the permission, see [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role). #### Can I cancel returns? Yes, you can [cancel a return](/construction/docs/edit-copy-and-cancel-a-return#cancel-a-return) if you decide to keep the item and haven't yet sent the return merchandise authorization form to the vendor. To do this, enable the **Cancel return** permission in **Settings > Permissions**. For more information on how to enable the permission, see [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role). ## Want to learn more? - See [Return Types](/construction/docs/return-types) - See [Returns overview](/construction/docs/returns-overview) - See [Create and complete a return](/construction/docs/create-and-complete-a-return)