--- title: "Create non-return credits" slug: "create-non-return-credits" updated: 2026-06-12T13:32:58Z published: 2026-06-12T13:32:58Z --- > ## 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. # Create non-return credits ## Overview Non-return credit is a credit created without an association to inventory or returns. Profitability estimates are more accurate when you include non-return credits and non-purchase order (PO) bills in your job costs. [Create non-return credits Video](https://fast.wistia.net/embed/iframe/6w02wkke3q?web_component=true&seo=true&videoFoam=false) ## --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - The *Purchasing Module* is required to use this feature. - Permission is required to use this feature. Please contact the account administrator on your team. ## Things to know - If you haven’t already enabled *Payables*, see [Set up Accounts Payable](/v1/docs/set-up-accounts-payable). - When you create a return, a corresponding credit is automatically created. - Job Costing breaks down costs on jobs and projects so you can learn about payroll costs, equipment and material costs, and opportunities. For more information, see [Run the Job Costing tool](/v1/docs/run-the-job-costing-tool). When you add a non-return credit to a job, it is displayed on the *Job Costing* screen. ## Create a non-return credit 1. Go to the navigation bar and click **Accounting**. 2. In the side panel, click **Credits**. 3. On the *Credits* screen, click **Create Credit**. 4. On the *Create Credit* screen, enter details in the fields: > [!NOTE] > **Note:** You can use the **Tab** or **Enter**key to move to the next field 1. **Remittance Vendor:**Select from the dropdown 2. **Job Number:**Optional > [!TIP] > **Tip:** You can search jobs by customer name and click locations to find the appropriate job number. 3. **Reference Number**: Enter a reference number 4. **Business Unit**: Select from the dropdown 5. **Project Label:**Select from the dropdown 6. **Credit Date:**Use today’s date or enter another date 7. **Memo:**Optional ![Form for creating credit with fields for vendor, date, and project labels.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-return-credits-image-1i69hun3.png) 5. In the lower section of the *Create Credit*screen, click **Expenses**(if it’s not already selected) and enter expense information: 1. **Account:**Select an account from the dropdown. > [!NOTE] > **Note:** To view account numbers associated with active general ledger accounts, go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**> **Operations** > **General Ledger Accounts**. 2. **Business Unit:**Update the business unit if needed. 3. **Job Number:**Select from the dropdown. 4. **Memo (optional)** 5. **Amount:**Enter a dollar amount. ![Expense report showing account details, totals, and job number for purchasing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-return-credits-image-zpwhjb6h.png) 6. To add another expense, click**Add ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)** at the end of a row and repeat the previous step to enter details about the expense. > [!NOTE] > **Note:** *To delete expenses or items, click****Trash ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png).*** 7. Click **Items**and enter details about an item. > [!NOTE] > **Note:** Items added to credits do not impact inventory. 1. **Item:**Select from the dropdown. > [!NOTE] > **Note:** Only non-inventory items appear in the dropdown. To add an inventory item to a credit, see Purchasing module.Tip: You can search for an item by entering all or part of an item name in the dropdown. 2. **Qty Billed:**Quantity. 3. **Unit cost:**Cost per unit. ![Invoice showing Flushometer Valve details, costs, and total expenses listed clearly.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-return-credits-image-sq28o5em.png) 8. To add another item, click**Add ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-circle.png)** at the end of a row and repeat the previous step to enter details about the item. 9. When you are done entering expenses and items, enter the **Tax Rate** as a percent or dollar value. ![Invoice summary showing sub-total, tax rate, and total amount due.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-non-return-credits-image-l9cvpfu2.png) 10. When finished, click **Save**. The non-PO credit appears in the Unreconciled tab of the Credits screen. > [!TIP] > **Tip:** To add comments to a credit, click **Comment ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mode-comment.png)**and enter a comment. ## ## FAQ --- ### #### Can I delete or cancel an exported credit memo from the Payables module? Exported credit memos cannot be deleted or canceled like other exported documents. You can contact ServiceTitan [Technical Support](http://go.servicetitan.com/ask) to request manual deletion. When contacting support, provide the specific credit memo numbers that need removal. ## Want to learn more? - See [Set up Accounts Payable](/v1/docs/set-up-accounts-payable)