Clear the Balance on an Invoice

Problem

You need to make an invoice balance $0 for the following reasons:

• You plan to send a check for the credit balance outside of ServiceTitan.

• You want to write off the invoice for bad debt.

• Invoice items were added incorrectly and you want to correct the wrong invoice balance.

Solution

1. Search for and go to the invoice you want to clear the balance for.

2. On the invoice record, click Add an adjustment invoice.

3. On the adjustment invoice:

   1. If correcting or clearing a payment, add a negative payment in the amount equal to the invoice credit balance. For example, if the invoice has a credit balance of $100, enter "-$100" as the payment amount.

   2. If correcting invoice tasks, add a task with a negative quantity to offset the task on the original invoice.

4. Repeat step 3 for any invoice items you want to clear.

5. Check the invoice balance and make sure the invoice balance is clear.

By following these steps, you will successfully zero out an invoice in ServiceTitan and handle the credit balance with a check sent outside of the system.

For more on bad debt, see Set up ServiceTitan to record bad debt and Record bad debt using an expense payment type.