--- title: "Returns overview" slug: "returns-overview" updated: 2026-10-15T00:45:15Z published: 2026-10-15T00:45:15Z canonical: "help.servicetitan.com/returns-overview" --- > ## 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. # Returns overview ## Overview A *Return* is an official document that is created for your vendor when you return an item. Use returns to return items to your vendor if: - Items are damaged - Items are not required any longer and you do not want to store in your warehouse - Incorrect items were delivered - Items that fall under the warranty returns have been given to you by your customer - A purchase order was exported with the wrong information. In this case, you can return the item and create a new similar purchase order with the correct information. --- ### #### 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. To start, click **Inventory ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-mblte2w3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D)** from the navigation bar, then select **Returns** under *Purchase*. > [!NOTE] > **Note:** If you only have the Purchasing module enabled, the **Inventory** section in the navigation bar is renamed **Purchasing**. ## Returns screen The *Returns* screen includes detailed information about returns in different statuses, including: - **Pending:** The returns have been created but no further action has been taken yet. - **Returned:** The item has been returned to the vendor. It also shows who returned the item. - **Credit Received:** The return moves to credit received when you get the credit back from the vendor on that return. It also shows who received the credit. > [!NOTE] > **Note:** When a return is in Credit Received status, you can export it. - **Canceled:** The return has been canceled, and no items have been returned. There is a number next to the tab that shows how many returns can be found there. ![Image showing the Return screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-hkz9p5ul.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) On the *Returns* screen, you can: - Create a new return. For more, see [Create and complete a return](/construction/docs/create-and-complete-a-return). - Filter the list using the filtering options above the table. For more, see [Filter the returns on the table](/construction/docs/returns-overview#filter-the-returns-on-the-table). - Use the **Search** field to find a specific item. - Organize the table by clicking on a column header. - Download a return record as a PDF or XLS file. For more, see [Download a return](/construction/docs/returns-overview#download-a-return). - Email a return as a PDF to the vendor. For more, see [Email a return](/construction/docs/returns-overview#email-a-return). ## Filter the returns on the table The *Returns* screen includes a number of pre-made filters. These let you search by **Return Date Range**, **Return Type**, **Vendor**, **Inventory Locations**, **Reference #**, or **Created By**. Click on a filter type, enter your filter, and click **Apply**. ![A cursor applying filter to a Return table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-7bc7kfh5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) When you're done with a filter, select the filter button again and deselect the filter you applied or click **Clear**. For more detailed targeting, you can create your own filter. 1. Click the **Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-z7cohbgl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D)**icon. 2. On the *Filter* pop-up window that opens, use the dropdowns and fields to set your table filters.![A gif showing how to set more targeted filter.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-mt6g0wj3.gif?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) To remove the filter, click the **Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-o9utnm1g.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D)**icon. On the *Filter* pop-up window that opens, click **Reset all**. ## Download a return If you need to send a record of your return to your vendor, you can download it in PDF or XLS format and send it as an email attachment or through postal mail. To download a return record: 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%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%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 download. 5. On the return record that opens, click the **Download![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-0xco9x34.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D)**icon. 6. Select the format you want, for example, *PDF*.![A cursor clicking Download PDF.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-jnc9yyy2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) The file downloads to your device. ## Email a return Emailing a return allows you to share information with vendors and have a record of the communication. > [!NOTE] > **Note:** The return is marked as Sent when the vendor receives the email. To email a return to a 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%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D). 2. From the side menu, select **Returns**. 3. On the *Returns* screen that opens, in the **Pending** tab, click the return you want to email. > [!NOTE] > **Note:** You can email only the returns that are in **Pending** status. 4. On the return record that opens, from the **Actions** dropdown, select *Send as PDF*.![A cursor selecting Send as PDF from the Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-5hslurom.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) > [!TIP] > **Tip:** You can resend the return email by selecting the **Send as PDF** option from the **Actions** dropdown. The Send Return as a PDF pop-up window opens. Confirm if you need to resend the email. ![Image showing the Send as a PDF pop-up window.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-uoh3cvz3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) In the *Pending* tab, under the **Send Status** column, you can see whether the return was sent. ![Image showing the Sed Status column on the Return screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/returns-overview-image-3vca80fo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) ## Want to learn more? - See [Edit, copy, and cancel a return](/construction/docs/edit-copy-and-cancel-a-return) - See [Create and complete a return](/construction/docs/create-and-complete-a-return) - See [Return types](/construction/docs/return-types)