Troubleshooting
Role: Administrator · BookkeeperArea: Invoicing · Pricebook · Equipment · GL Accounts · All versions
What you're seeing
You changed the GL account for an equipment item in the Pricebook, but the change doesn't apply to equipment that's already installed on an invoice. The installed equipment keeps its original GL account.
Where you see it: The invoice (installed equipment still shows the old GL account).
Where you fix it: The invoice and the estimate (remove and re-book the equipment).
Why this happens
There is 1 common reason.
Reason 1
Installed equipment keeps the GL account it had when it was added.
Once equipment is installed on a job and invoice, it holds the GL account it had at the time it was added. A later GL account change in the Pricebook doesn't flow back to already-installed equipment, so you have to re-add the equipment for the new GL account to apply.
How to fix it
Remove the equipment from the invoice, send it back to the estimate, and re-book it into the same job so the current GL account applies.
Caution: These steps work best on equipment that hasn't been posted or exported yet. If the invoice was already exported to your accounting software, you cannot change the GL account on it directly. Reconcile the change in your accounting software afterward, or create an adjustment instead.
1Remove and re-book the equipment
Use this if the equipment hasn't been posted or exported yet.
Search for and go to the invoice where the equipment is listed. Find the equipment item and note its item code.
Delete the equipment from the invoice. When prompted whether work will be performed on another job, click Yes. This sends the equipment back to the estimate.
Search for and go to the estimate where the equipment was originally added.
Find the equipment you just sent back and select it. Confirm it's the correct item code.
Choose to book the equipment into an existing job, and select the same job it was originally booked for.
Book the equipment into the job again.
✓ Done · The equipment is back on the invoice with the updated GL account applied.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The equipment item code and the invoice number
The old and new GL account for the item
Whether the invoice was already posted or exported
Whether you'd like help applying GL accounts retroactively
Which steps from this article you already tried
Want to learn more?
Can't update or add charges on an invoice ›
What to check when line-item charges on an invoice can't be edited or added.