---
title: "Manage receipts"
slug: "manage-receipts"
updated: 2026-10-15T00:45:14Z
published: 2026-10-15T00:45:14Z
canonical: "help.servicetitan.com/manage-receipts"
---

> ## 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.

# Manage receipts

## Overview

After a purchase order (PO) is received or partially received, ServiceTitan generates a unique receipt, which is an electronic copy of the packing slip that you receive with your shipment. Each PO has a unique receipt number and is marked with the date on which the PO was received. In addition, if a PO is fulfilled through multiple shipments, the PO will have multiple receipts associated with each shipment.

---

### [Manage receipts Video](https://fast.wistia.net/embed/iframe/04howti014?web_component=true&seo=true&videoFoam=false)

#### Who uses this feature

- Office employees and 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're using Intacct or QuickBooks, you cannot edit the receipt after the receipt is posted.
- You can add an item to a receipt when receiving a purchase order (PO).
- The **Receipt Amount** column on the *Receipts* screen displays the total value of all receipt items, including tax and shipping, as a dollar value ($) rounded to 2 decimal places.
- Currently, you cannot print receipts or export them as PDFs.

## Manage a receipt

1. Go to the navigation bar and click **Inventory** or **Purchasing![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-receipts-image-hrnsm7b0.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)**.
2. From the side menu, select **Receipts**. The *Receipts* page opens with a list of your receipts.

> [!NOTE]
> **Note:** There is a number next to the tab that shows how many receipts can be found there and how many receipts are canceled.
3. Select a receipt to open the receipt record.![A cursor selecting a receipt to open the receipt record.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-receipts-image-j2rrab0r.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)

> [!TIP]
> **Tip:** Use the filters on the left side to quickly find specific receipt records. The Receipts page includes a number of premade filters. These let you search by **Vendor Doc. Number**, **Receipts without Bills P.O. Type**, **Technician**, **From Date**, **To Date**, **Business Unit**, **Vendor**, **Job Number**, **P.O. Number**, **Inventory Locations**, **Created By**, **Min Cost**, or **Max Cost**. To apply a filter, from the filter dropdown, select the filter type you want. To remove the filter, click **Clear Filters**.

On a receipt record, you can find the following information:
  1. Batch #
  2. Receipt total amount
  3. Documents: Associated PO and Receipt

> [!NOTE]
> **Note:** These documents are system-generated Receipts and Bills. PO Attachments under the Vendor Invoice Details section are user-uploaded files, such as photos or vendor documents.
  4. Export status
  5. Vendor invoice details
  6. Order details
  7. Location
  8. Dates
  9. Memo
  10. Item list![The receipt record screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-receipts-image-dvmpkuxu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)
4. To add an internal note on the receipt, click the **Comment![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-receipts-image-wy3rzrtm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)**icon.![The Comments creen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-receipts-image-qtksklw2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)
5. On the *Comments* page that opens, enter a comment, then click **Add Reply**.

> [!NOTE]
> **Note:** You can always pin, edit, or remove a comment.
6. From the **Actions** dropdown, you can select one of the following options:
  1. [Edit receipts](/construction/docs/manage-receipts#edit-a-receipt)
  2. [Create Bill](/construction/docs/create-non-purchase-order-bills)

> [!NOTE]
> **Note:** To create a bill from the **Receipts** page, the **Edit bill** permission should be selected in **Settings** > **People** > **Permissions**, and the **Automatically Create Bill when PO is Received** configuration should be deselected in **Settings** > **Inventory** > **Configuration**. If the **Automatically Create Bill when PO is Received** configuration is selected, the bills and receipts will be created automatically. For more, see [Set up inventory configurations](/construction/docs/set-up-inventory-configurations) and [Explanation of office employee permissions in ServiceTitan](/construction/docs/explanation-of-office-employee-permissions-in-servicetitan).
  3. [Cancel receipts](/construction/docs/manage-receipts#cancel-a-receipt)

## Edit a receipt

You can edit a receipt to:

- Record the actual items received from your vendor
- Record the packing slip number
- Update the unit cost, quantity received, shipping, tax, memo, and date received

To edit a receipt:

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%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D).
2. From the side menu, select **Receipts**. The *Receipts* page opens with a list of your receipts.
3. Select the receipt you want to edit.
4. On the receipt record that opens, from the **Actions** dropdown, select *Edit*.![Cursor clicking the Edit button on the Receipt record screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-receipts-image-v99e4aoe.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)
5. Update the receipt as needed.
6. When you're finished, click **Save**.

## Cancel a receipt

> [!NOTE]
> **Note:** You can't cancel a receipt with an attached return; you should first cancel the return to proceed.

1. Go to the navigation bar and click **Inventory** or **Purchasing![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-receipts-image-01nwiutl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)**.
2. From the side menu, select Receipts. The *Receipts* page opens with a list of your receipts.
3. Select the receipt you want to cancel.
4. On the receipt record that opens, from the Actions dropdown, select *Cancel*. ![A cursor clicking Cancel from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image3(2).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)
5. (Optional) On the C*ancel Receipt* pop-up window that opens, from the dropdown field, select the reason for canceling. ![A cursor selecting the reason for cancelation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image9(1).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)

> Note: *If you don’t select the cancelation reason, the system automatically selects the* *Not Required* *option.*
6. When you’re finished, click Cancel Receipt.

## View a receipt on a purchase order

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%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D).
2. From the side menu, select **Purchase Orders**.
3. On the Purchase Order page that opens, click the **Partially Received** or **Received** tab, depending on which PO you want to open. ![A cursor clicking the Received tab on the Purchase Order screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image6(1).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)
4. Select the PO to open its details.
5. On the PO record that opens, click Documents and select the receipt to view.

![View receipt on the PO record screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A54Z&se=2026-10-31T02%3A35%3A54Z&sr=c&sp=r&sig=FxgytPCOCiaFHxgAOx6XHj%2BnEHKetx4dfREamN5GyPQ%3D)

## FAQ

---

### 

#### Can I edit the item's receipts?

Yes, you can edit receipts of the items that aren't posted, exported, or the corresponding bill isn't yet posted or exported, depending on your accounting software. To do this, enable the **Edit receipt** permission in **Settings > Permissions**. For more information on how to enable the permission and edit receipts, see [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role) and [Manage receipts](/construction/docs/manage-receipts).

#### Can I cancel the item's receipt?

Yes, you can cancel receipts of the items that aren't posted, exported, or the corresponding bill isn't posted or exported, depending on your accounting software. To do this, enable the **Cancel receipt** permission in **Settings > Permissions**. For more information on how to enable the permission and manage receipts, see [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role) and [Manage receipts](/construction/docs/manage-receipts).

## Want to learn more?

- See [Create non-purchase order bills](/construction/docs/create-non-purchase-order-bills)
- See [Explanation of office employee permissions in ServiceTitan](/construction/docs/explanation-of-office-employee-permissions-in-servicetitan)

## 

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

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